Business Glossary

Over 371 terms from project management, AI, CRM, finance and more

@2 terms

@Mention

A feature to tag and notify specific people in comments or messages.

Team & Collaboration

@Mentions

The ability to mention team members in comments and descriptions using @Name, automatically notifying them.

fynoAI Features

A28 terms

A/B Testing

An experiment comparing two variants of a page or element to determine which performs better.

Marketing

Acceptance Criteria

Specific conditions that must be met for a user story or feature to be considered complete.

Project Management

Access Control

Security measures determining who can access resources and what actions they can perform.

Privacy & Security

Access Log

The GDPR-compliant log in fynoAI that documents every access to credentials – with automatic deletion after 90 days.

fynoAI Features

Account Management

Managing and developing existing customer relationships to maximize customer value.

CRM & Sales

Accounts Payable

Amounts a company owes to its suppliers or other creditors.

Finance & Accounting

Accounts Receivable

Amounts owed to a company by customers for services rendered or goods delivered.

Finance & Accounting

Action

A task executed as part of an automated workflow.

Automation

Activity Feed

The real-time stream of all activities in the fynoAI workspace – new tasks, comments, status changes, time entries, and more. Perfect for staying up-to-date.

fynoAI Features

Activity Feed

A chronological list of changes and updates that have occurred in a project or system.

Team & Collaboration

Agile

An iterative project management methodology that emphasizes flexibility and rapid adaptation to change. Teams work in short cycles (sprints) and deliver working results regularly.

Project Management

Agile Development

A software development methodology with iterative cycles and continuous collaboration.

Software Development

AI Assignee Recommendation

Intelligent recommendations in fynoAI for which team member is best suited for a task based on skills and workload.

fynoAI Features

AI Duration Estimator

Automatic estimation of task completion time in fynoAI based on similar completed tasks.

fynoAI Features

AI Priority Suggestions

Automatic priority recommendations in fynoAI based on title, description, and historical workspace data.

fynoAI Features

Anomaly Detection

The AI feature in fynoAI that automatically detects and warns about unusual expenses, time entries, or behavior patterns.

fynoAI Features

Anonymization

The process of modifying personal data so that individuals can no longer be identified.

AI & Technology

API (Application Programming Interface)

An interface that allows software applications to communicate with each other and exchange data.

AI & Technology

API Keys

Access keys for the fynoAI REST API with configurable scopes (read, write, delete) for external integrations.

fynoAI Features

ARR (Annual Recurring Revenue)

Predictable annual revenue from recurring subscriptions.

CRM & Sales

Artificial Intelligence (AI)

Computer systems that perform tasks normally requiring human intelligence, such as learning, problem-solving, and decision-making.

AI & Technology

Asynchronous Communication

Communication that does not happen in real-time, e.g., email, comments in tools.

Team & Collaboration

Audit Log

A chronological record of all user actions and system events for tracking and security.

Privacy & Security

Auto-Categorization

Intelligent expense categorization in fynoAI that learns from your inputs and suggests assignments.

fynoAI Features

Automatic Customer Matching

Automatic assignment of emails to existing contacts in fynoAI based on email address.

fynoAI Features

Automatic Invoice Processing

The AI feature in fynoAI that recognizes incoming invoices and automatically extracts supplier, date, amount, and IBAN.

fynoAI Features

Automation

The use of technology to perform tasks with minimal human intervention.

AI & Technology

Availability

Defined time slots in fynoAI when appointments can be booked – per weekday with start and end time.

fynoAI Features

B28 terms

B2B (Business-to-Business)

Business relationships between companies, as opposed to business with end consumers.

Business General

B2C (Business-to-Consumer)

Business relationships between companies and end consumers.

Business General

Backlog

A prioritized list of all tasks, features, and requirements to be implemented for a project or product. The product owner manages the backlog.

Project Management

Backup

A copy of data used for restoration in case of data loss.

Privacy & Security

Balance Sheet

A snapshot of a company's financial situation at a specific point in time.

Finance & Accounting

Barcode

A machine-readable code of bars or dots for quick product identification.

E-Commerce & Shop

Batch Processing

Processing large amounts of data in a single run instead of real-time.

Automation

Benchmark

A standard of comparison or reference point used to evaluate own performance.

Business General

Billable / Non-Billable

The distinction in fynoAI between billable and non-billable time for precise customer invoices.

fynoAI Features

Billable Hours

Work time that can be directly billed to a client.

Business General

Billing Increments

Rounding of time entries in fynoAI to exact, 15 minutes, 30 minutes, or 1 hour for invoicing.

fynoAI Features

Billing Rates

Configurable hourly rates in fynoAI at workspace, project, or customer level for automatic invoicing.

fynoAI Features

Booking Confirmation

The automatic email or notification sent after a successful appointment booking.

Booking

Booking Page

The public online appointment booking page from fynoAI where customers can see available times and book appointments.

fynoAI Features

Bounce Rate

The percentage of visitors who leave a website without viewing additional pages.

Marketing

Break Time

Legally required or voluntary interruptions of work time that don't count as working hours.

Time Tracking

Break-Even Point

The point where revenue equals costs, resulting in neither profit nor loss.

Finance & Accounting

Bruno (AI Assistant)

fynoAI's intelligent AI assistant that supports all tasks – from text creation to summaries to intelligent suggestions. Bruno uses cutting-edge language models and learns from workspace interactions.

fynoAI Features

Budget

A financial plan estimating revenue and expenses for a specific period.

Finance & Accounting

Budget Tracking

Budget tracking in fynoAI projects with a progress bar visualizing planned vs. spent budget.

fynoAI Features

Buffer Time

Time before or after an appointment for preparation, follow-up, or transition time.

Booking

Bug

An error or malfunction in software.

Software Development

Burndown Chart

A chart that displays remaining work over time. It shows whether a team is on track to meet their sprint goals.

Project Management

Burnout Detection

The AI feature in fynoAI that detects overload patterns like overtime, weekend work, and missing breaks and warns about them.

fynoAI Features

Business Model

How a company creates, delivers, and captures value.

Business General

Business Rules Engine

Software that defines and automatically applies business rules.

Automation

Buyer Persona

A fictional representation of the ideal customer based on market research and data.

Marketing

C44 terms

CAC (Customer Acquisition Cost)

The average cost of acquiring a new customer.

CRM & Sales

Calendar Sync

Automatic transfer of appointments between different calendar systems (e.g., Google Calendar, Outlook).

Booking

Call-to-Action (CTA)

A prompt encouraging visitors to take a specific action, e.g., 'Buy now'.

Marketing

Cancellation Policy

Rules for canceling appointments, often with deadlines and possible fees.

Booking

Capacity Planning

The AI feature in fynoAI that predicts resource bottlenecks and makes optimization suggestions.

fynoAI Features

Capacity Planning

Planning how much work a team or organization can handle.

Business General

Cash Flow

The inflow and outflow of money in a company over a specific period.

Finance & Accounting

Change Management

A structured approach to transitioning individuals, teams, and organizations from a current state to a desired future state.

Project Management

Chart of Accounts

A standardized system for structuring bookkeeping, e.g., SKR03 or SKR04 in Germany.

Finance & Accounting

Chatbot

An AI-powered program that can conduct conversations with humans via text or voice.

AI & Technology

Checklists

To-do lists within fynoAI tasks containing checkable items and visualizing overall progress.

fynoAI Features

Churn Prediction

The AI feature in fynoAI that identifies customers with increased churn risk before they cancel.

fynoAI Features

Churn Rate

The percentage of customers who stop using a product or service within a given period.

CRM & Sales

CI/CD

Continuous Integration and Continuous Deployment - practices for automated code integration and delivery.

Software Development

Cloud Computing

The delivery of IT resources such as computing power, storage, and applications over the internet.

AI & Technology

Code Review

Systematic examination of code by other developers for quality assurance.

Software Development

Cold Calling

Contacting potential customers who have not previously shown interest.

CRM & Sales

Collaboration

The cooperation of multiple people or teams working toward a common goal or project.

Team & Collaboration

Competitive Advantage

Factors that position a company better than competitors.

Business General

Computer Vision

A field of AI that enables computers to interpret visual information from images or videos.

AI & Technology

Condition

A rule that determines whether an action in a workflow is executed or not.

Automation

Conflict Detection

Automatic identification of overlaps in bookings, shifts, or appointments.

Resources & Planning

Containerization

A method of packaging software with all dependencies to ensure consistent execution (e.g., Docker).

AI & Technology

Content Marketing

A marketing strategy focused on creating and distributing valuable content for a defined audience.

Marketing

Conversion Rate

The percentage of leads or visitors who complete a desired action (e.g., purchase, signup).

CRM & Sales

Core Hours

The period during which all employees must be present – usually the middle part of the workday.

Time Tracking

CPA (Cost per Acquisition)

The cost of acquiring a customer through a marketing campaign.

Marketing

CPC (Cost per Click)

A pricing model where advertisers pay for each click on their ad.

Marketing

CPM (Cost per Mille)

The cost per 1000 impressions of an advertisement.

Marketing

Credit Note

A document for correcting an invoice, e.g., for returns or discounts.

Finance & Accounting

Critical Path

The longest sequence of tasks that determines the minimum project duration. Delays on the critical path delay the entire project.

Project Management

CRM (Customer Relationship Management)

Software and strategies for managing customer relationships, sales processes, and customer data.

CRM & Sales

Cron Job

A scheduled task that runs automatically at specified times.

Automation

Cross-Selling

The sales technique of offering complementary products or services to an existing purchase.

CRM & Sales

CTR (Click-Through Rate)

The percentage of people who click on an ad or link after seeing it.

Marketing

Custom Fields

Custom fields in fynoAI that let you extend tasks and contacts with your own attributes – e.g., text, dropdown, date, checkbox, or number fields.

fynoAI Features

Custom Roles

Custom roles in fynoAI with granular permissions for tasks, projects, finances, CRM, and more.

fynoAI Features

Customer Journey

The complete path a customer takes from first contact with a brand to purchase and beyond.

CRM & Sales

Customer Lifetime Value (CLV)

The AI prediction in fynoAI of a customer's expected total value throughout the entire business relationship.

fynoAI Features

Customer Lifetime Value (CLV)

The estimated total revenue a customer generates throughout their entire business relationship.

CRM & Sales

Customer Portal

The external access area in fynoAI where customers can view invoices, digitally sign quotes, and track projects.

fynoAI Features

Customer Portal

A secure online area where customers can manage their projects, documents, and communication with a company.

CRM & Sales

Customer Success

Proactive measures to ensure customers achieve their goals with the product.

Business General

D29 terms

Daily Standup

A brief daily meeting (max. 15 min.) where team members share their progress, plans, and blockers.

Project Management

Dashboard

The central overview page in fynoAI with widgets for tasks, projects, time entries, upcoming appointments, and AI-generated insights. Fully customizable per user.

fynoAI Features

Data Breach

A security incident where personal data is unlawfully disclosed, altered, or destroyed.

Privacy & Security

Data Minimization

The principle of collecting and processing only the data necessary for a specific purpose.

Privacy & Security

Data Pipeline

An automated sequence of processes for transporting and transforming data.

Automation

Data Portability

The right to receive and transfer personal data in a structured format.

Privacy & Security

Data Processing

Any operation related to personal data such as collection, storage, use, or deletion.

Privacy & Security

Data Retention

Policies and practices for storing data for a specific period.

Privacy & Security

DATEV

A German company providing software and services for tax consultants and auditors. DATEV export enables the transfer of accounting data.

Finance & Accounting

DATEV Export

Export of accounting entries from fynoAI in DATEV format for handover to the tax advisor.

fynoAI Features

Deal

A potential sales opportunity being tracked in the pipeline.

CRM & Sales

Deal Pipeline

The Kanban board for sales opportunities in fynoAI with customizable stages, deal values, and weighted pipeline calculation.

fynoAI Features

Deal Size

The monetary value of a single sales closure.

CRM & Sales

Deep Learning

A subset of machine learning with multi-layer neural networks that recognizes complex patterns in large datasets.

AI & Technology

Definition of Done (DoD)

A clear checklist of criteria that must be met before a work item is considered complete.

Project Management

Deliverable

A concrete, measurable result or product delivered as part of a project.

Project Management

Demand Forecast

AI-powered prediction of future material needs in fynoAI based on sales data and seasonal trends.

fynoAI Features

Deployment

The process of releasing and delivering software to a production environment.

Software Development

Depreciation

The accounting allocation of an asset's acquisition cost over its useful life.

Finance & Accounting

DevOps

A practice combining software development (Dev) and IT operations (Ops) for faster delivery.

Software Development

Dictation

Voice input in fynoAI that converts spoken words to text using Whisper AI – perfect for quick task descriptions or notes.

fynoAI Features

Disaster Recovery

Strategies and processes for restoring IT systems after a failure or disaster.

Privacy & Security

Documentation

Written descriptions of software, APIs, or processes for users and developers.

Software Development

Documents Module

The integrated alternative to Google Docs and Sheets in fynoAI – with block-based editor, spreadsheets, and AI support for text generation.

fynoAI Features

Domain Authority

A metric rating a website's strength and trustworthiness in search engines.

Marketing

Double Booking

The undesirable situation when two appointments are booked for the same time slot.

Booking

Double-Entry Bookkeeping

An accounting system where every transaction is recorded in two accounts (debit and credit).

Finance & Accounting

DPIA (Data Protection Impact Assessment)

An assessment to identify and minimize privacy risks in data processing.

Privacy & Security

Dunning

Automatic or manual sending of payment reminders and dunning notices in fynoAI for overdue invoices.

fynoAI Features

E12 terms

EBITDA

Earnings before interest, taxes, depreciation, and amortization - a measure of operating performance.

Finance & Accounting

Edge Computing

Processing data near its source instead of a central data center to reduce latency.

AI & Technology

Email Classification

Automatic AI categorization of incoming emails in fynoAI by type (inquiry, support, advertising, newsletter, invoice) and priority.

fynoAI Features

Email Marketing

The use of emails to communicate with prospects and customers, e.g., newsletters.

Marketing

Email to Lead

The fynoAI feature that automatically creates unknown email senders as new leads in the CRM.

fynoAI Features

Email to Task

The fynoAI feature that converts emails directly into tasks – with automatic contact assignment.

fynoAI Features

Embedding

A numerical representation of text that captures semantic meaning and is used for AI processing.

AI & Technology

Encryption

The conversion of data into a form that can only be read with the correct key.

Privacy & Security

Epic

A large user story that is too extensive to be completed in a single sprint. Epics are broken down into smaller stories.

Project Management

ETL (Extract, Transform, Load)

A process for extracting, transforming, and loading data between systems.

Automation

Event-Driven

An architecture where actions are triggered by events.

Automation

Expense Report

A document for recording and reimbursing employee business expenses.

Finance & Accounting

F9 terms

Feature Request

A suggestion for a new function or improvement to software.

Software Development

File Sharing

The ability to share digital files with other people or teams.

Team & Collaboration

Fine-Tuning

Adapting a pre-trained AI model to specific tasks or datasets.

AI & Technology

Fixed Costs

Costs that remain constant regardless of production or sales volume.

Finance & Accounting

Fleet Management

The organization and booking of company vehicles including maintenance tracking.

Resources & Planning

Flextime

A flexible working time model where employees can determine start and end times within a framework.

Time Tracking

Forecast

A prediction of future financial performance based on historical data and assumptions.

Finance & Accounting

Freemium

A business model offering a basic version for free while advanced features are paid.

Business General

Fulfillment

The entire process from order to delivery: picking, packing, and shipping.

E-Commerce & Shop

G13 terms

Gantt Chart

A bar chart for visualizing project tasks over time. Shows start, duration, and dependencies between tasks.

Project Management

GDPR (General Data Protection Regulation)

The EU regulation for the protection of personal data, in effect since 2018.

Privacy & Security

GDPR-Compliant AI

The anonymization of personal data in fynoAI before sending to external AI providers – with automatic re-identification after processing.

fynoAI Features

Generative AI

AI systems that can create new content like text, images, or code based on patterns in training data.

AI & Technology

GitHub Integration

The connection between fynoAI and GitHub with issue sync, PR tracking, and automatic task completion on merge.

fynoAI Features

Go-to-Market Strategy

A plan for how a product or service will be launched to market.

Business General

Goods Issue

The process of removing and shipping products from the warehouse.

E-Commerce & Shop

Goods Receipt

The process of receiving and recording new goods in the warehouse.

E-Commerce & Shop

Gross Margin

The percentage of revenue remaining after deducting direct costs.

Finance & Accounting

Growth Hacking

Creative, data-driven strategies for rapidly increasing company growth.

Business General

Guest Access

The ability in fynoAI to invite external people with limited permissions to the workspace.

fynoAI Features

Guest Access

The ability for external users to access certain parts of a system.

Team & Collaboration

H3 terms

Horizontal Integration

Acquiring or merging with competitors at the same value chain level.

Business General

Hotfix

An urgent bug fix that is quickly deployed to production.

Software Development

Hybrid Work

A work model that combines office work and remote work.

Team & Collaboration

I8 terms

Impression

Each individual display of content or advertisement to a user.

Marketing

Incident Response

The structured approach to detecting, containing, and resolving security incidents.

Privacy & Security

Inference

The process where a trained AI model makes predictions or decisions on new data.

AI & Technology

Integration

Connecting different software systems so they can exchange data and work together.

AI & Technology

Integration Test

A test that checks the interaction of multiple components or systems.

Software Development

Inventory Level

The current quantity of a product available in the warehouse.

E-Commerce & Shop

Inventory Management

The module for inventory management in fynoAI with SKU, minimum stock, multiple warehouse locations, and AI-powered reorder suggestions.

fynoAI Features

Invoice

A document listing the services rendered or goods delivered and the amount to be paid.

Finance & Accounting

J1 terms

Jira Integration

Bidirectional synchronization between fynoAI and Jira – with status mapping, issue sync, and priority transfer.

fynoAI Features

K6 terms

Kanban

A visual work management method with columns like 'To Do', 'In Progress', and 'Done'. Kanban boards help visualize workflow and identify bottlenecks.

Project Management

Keyword Research

The process of identifying relevant search terms for SEO and content creation.

Marketing

Knowledge Base

The central documentation platform in fynoAI with hierarchical pages, rich text editor, AI-generated content, and semantic search.

fynoAI Features

Knowledge Base

A central repository for information, best practices, and documentation within an organization.

Team & Collaboration

KPI (Key Performance Indicator)

A measurable value that evaluates the success of an organization or specific activity.

Business General

Kubernetes

An open-source platform for automating deployment, scaling, and management of containerized applications.

AI & Technology

L11 terms

Landing Page

A specially designed webpage that visitors land on after clicking an ad or link.

Marketing

Large Language Model (LLM)

An AI model trained on large amounts of text that can understand and generate human-like text.

AI & Technology

Latency

The time delay between a request and the corresponding response in a system.

AI & Technology

Lead

A potential customer who has shown interest in a product or service.

CRM & Sales

Lead Magnet

A free offer (e.g., ebook, webinar) to collect contact information from prospects.

Marketing

Lead Nurturing

The process of building and maintaining relationships with leads through personalized content and communication.

CRM & Sales

Lead Scoring

AI-powered lead rating in fynoAI (0-100 points) categorizing contacts into Hot, Warm, Lukewarm, and Cold.

fynoAI Features

Lead Scoring

A method for rating leads based on criteria such as behavior, demographics, and engagement.

CRM & Sales

Lean Management

A management philosophy aimed at minimizing waste and promoting continuous improvement.

Project Management

Liquidity

A company's ability to meet short-term payment obligations.

Finance & Accounting

Low-Code

Platforms that require minimal programming and combine visual development with code.

Automation

M17 terms

Machine Learning (ML)

A subset of AI where systems learn from data and improve without being explicitly programmed.

AI & Technology

Maintenance Contracts

The module in fynoAI for managing maintenance contracts for customer systems (WordPress, server) – with update tracking and version monitoring.

fynoAI Features

Make (Integromat)

A visual automation platform for complex workflows and data transfers between apps.

Automation

Manual Time Entry

Entering work time retroactively, as opposed to tracking via start/stop timer.

Time Tracking

Market Share

The percentage of total market sales that a company achieves.

Business General

Marketing Funnel

A model describing the journey of a prospect from first contact to purchase.

Marketing

Master Password

The additional password in fynoAI that encrypts all stored credentials – no access to credentials without master password.

fynoAI Features

MFA (Multi-Factor Authentication)

A security method requiring multiple identification methods for access.

Privacy & Security

Microservices

A software architecture where applications consist of small, independent services that communicate via APIs.

AI & Technology

Milestone

An important point in time or event in a project that marks the completion of a significant phase or deliverable.

Project Management

Mindmaps

The visual brainstorming tool in fynoAI with whiteboard editor, templates (SWOT, org chart), and real-time collaboration.

fynoAI Features

Minimum Stock

The inventory level below which an automatic reorder or warning should be triggered.

E-Commerce & Shop

ML Brain

The heart of fynoAI – an intelligent machine learning system that continuously learns and automatically decides whether a task requires an expensive LLM or a fast ML model. This optimizes costs and maximizes speed.

fynoAI Features

MQL (Marketing Qualified Lead)

A lead qualified as interested through marketing activities.

CRM & Sales

MRR (Monthly Recurring Revenue)

Predictable monthly revenue from recurring subscriptions.

CRM & Sales

Multi-Provider AI

Support for multiple AI providers in fynoAI (OpenAI, Google Gemini, Anthropic Claude, Mistral, Groq, xAI, DeepSeek) – for optimal flexibility and reliability.

fynoAI Features

MVP (Minimum Viable Product)

The simplest version of a product sufficient to get customer feedback and learn.

Software Development

N9 terms

n8n

An open-source automation platform that can be self-hosted.

Automation

Natural Language Processing (NLP)

The ability of computers to understand, interpret, and generate human language.

AI & Technology

Net Profit

Profit after deducting all costs, taxes, and expenses from total revenue.

Finance & Accounting

Neural Network

A computing model inspired by the human brain, consisting of interconnected nodes (neurons).

AI & Technology

No-Code

Platforms and tools that allow creating software without programming knowledge.

Automation

No-Show

A booked appointment where the customer doesn't appear without cancellation.

Booking

Notification

A message that informs users about important events or changes.

Team & Collaboration

Notion Integration

Synchronization between fynoAI and Notion databases – for tasks, contacts, and more, with configurable field mapping.

fynoAI Features

NPS (Net Promoter Score)

A metric for measuring customer satisfaction and loyalty.

Business General

O12 terms

OCR (Optical Character Recognition)

Technology for converting images containing text (e.g., scanned documents) into machine-readable text.

AI & Technology

OKR (Objectives and Key Results)

A goal-setting framework with ambitious objectives and measurable results.

Business General

Onboarding

The process of training new employees or introducing new customers to a product.

Business General

Online Booking

A system that enables customers to book appointments independently via a website.

Booking

Open Items

Overview of all unpaid invoices and liabilities in fynoAI – with due date and dunning status.

fynoAI Features

Opportunity

A qualified sales chance with realistic potential for closing.

CRM & Sales

Orchestration

Coordinated execution of multiple automated processes or services.

Automation

Order Status

The current state of an order in the fulfillment process (e.g., Received, Processing, Shipped, Delivered).

E-Commerce & Shop

Org Chart

A visual representation of hierarchy and relationships within an organization.

Team & Collaboration

Organic Traffic

Website visitors who come through unpaid search results.

Marketing

Outsourcing

Contracting out business processes or functions to external service providers.

Business General

Overtime

Work time performed beyond the contractually agreed regular working hours.

Time Tracking

P21 terms

Password Management (Credentials)

The module for secure storage of access credentials in fynoAI – with client-side AES encryption, master password, and access log.

fynoAI Features

Payment Terms

The agreed conditions for paying an invoice, e.g., payment deadline, discount for early payment.

Finance & Accounting

Penetration Testing

An authorized simulated attack on a system to identify security vulnerabilities.

Privacy & Security

Permission

Access rights that determine what actions a user can perform.

Team & Collaboration

Personal Data

Any information relating to an identified or identifiable natural person.

Privacy & Security

Pilot Project

A small-scale project to test a concept before full implementation.

Business General

Pivot

A strategic reorientation of a company, often based on market feedback.

Business General

PMO (Project Management Office)

A department or group that standardizes project-related governance processes and shares resources.

Project Management

PoC (Proof of Concept)

A prototype or demonstration to verify the feasibility of an idea.

Business General

Privacy by Design

An approach where privacy is integrated into the development of systems and processes from the start.

Privacy & Security

Product Owner

The person on a Scrum team responsible for maximizing product value and managing the product backlog.

Project Management

Product Variant

A specific version of a product with different attributes like size, color, or material.

E-Commerce & Shop

Product-Market Fit

The degree to which a product satisfies market demand.

Business General

Productivity Analysis

AI-powered analysis in fynoAI that identifies your most productive times and makes optimization suggestions.

fynoAI Features

Profit & Loss Statement (P&L)

A financial overview showing revenues, expenses, and resulting profit or loss.

Finance & Accounting

Project Briefing

The central documentation page of a fynoAI project containing goals, scope, important links, and stakeholder information.

fynoAI Features

Project Charter

A formal document that authorizes a project and names the basic requirements and project manager.

Project Management

Project Portfolio

A collection of projects managed together to achieve strategic objectives.

Project Management

Project Templates

Pre-made project templates in fynoAI with predefined columns, tasks, and settings for a quick start.

fynoAI Features

Prompt Engineering

The art of crafting effective input prompts for AI models to achieve desired outputs.

AI & Technology

Q2 terms

Qualified Lead

A lead that meets specific criteria and has been identified as a potential customer.

CRM & Sales

Quote

A binding or non-binding document specifying prices and conditions for products or services.

Finance & Accounting

R27 terms

RAG (Retrieval-Augmented Generation)

A technique where AI models access external knowledge sources to generate more accurate responses.

AI & Technology

Real-Time Editing

Simultaneous document editing by multiple users with instant synchronization.

Team & Collaboration

Real-Time Updates

Changes in fynoAI are immediately visible to all team members – without manual reloading. Perfect for seamless collaboration.

fynoAI Features

Receipt Scanning

AI-powered receipt capture in fynoAI that analyzes photos or PDFs of receipts and automatically extracts data.

fynoAI Features

Recurring Invoice

An invoice that is automatically generated at regular intervals, e.g., for subscriptions.

Finance & Accounting

Recurring Invoices

Automatically generated invoices in fynoAI for subscriptions – monthly, quarterly, or annually, with automatic email sending.

fynoAI Features

Recurring Shift

A shift template that automatically repeats weekly or monthly.

Resources & Planning

Refactoring

Restructuring existing code without changing its external behavior.

Software Development

Release

A new version of software made available to users.

Software Development

Reminder Email

An automatic message before an appointment to reduce the likelihood of no-shows.

Booking

Remote Work

Working outside a traditional office, typically from home or while traveling.

Team & Collaboration

Reorder Suggestion

The AI feature in fynoAI that automatically suggests when products should be reordered based on consumption patterns.

fynoAI Features

Resource Booking

The reservation of a resource for a specific time period and purpose.

Resources & Planning

Resource Planning

The module in fynoAI for managing and booking employees, vehicles, equipment, and rooms – with calendar view and conflict detection.

fynoAI Features

Resource Planning

The allocation and optimization of employees, time, and materials for projects.

Business General

Resource Type

The category of a resource: employee, vehicle, equipment, or room.

Resources & Planning

Responsive Design

A web design approach where the layout automatically adapts to different screen sizes.

Software Development

Retention Rate

The percentage of customers who remain customers over a specific period.

CRM & Sales

Retrospective

A meeting at the end of a sprint to reflect on what went well, what can be improved, and what actions to take.

Project Management

Revenue Forecaster

AI-based prediction of future revenue in fynoAI based on pipeline, recurring invoices, and historical data.

fynoAI Features

Right to Erasure

The GDPR right of individuals to request deletion of their personal data.

Privacy & Security

Risk Management

The systematic process of identifying, analyzing, and responding to project risks.

Project Management

ROI (Return on Investment)

A metric measuring the ratio between profit and invested capital.

Business General

Role

A collection of permissions assigned to certain users (e.g., Admin, Editor, Viewer).

Team & Collaboration

Rollback

Reverting software to a previous version after a problem.

Software Development

Room Booking

The reservation of meeting rooms or workspaces for meetings or events.

Resources & Planning

RPA (Robotic Process Automation)

The use of software robots to automate repetitive, rule-based tasks.

Automation

S37 terms

SaaS (Software as a Service)

A software licensing and delivery model where software is provided over the internet on a subscription basis.

AI & Technology

Sales Cycle

The average time from first contact with a lead to closing the sale.

CRM & Sales

Sales Funnel

The stages a potential customer goes through from first awareness to purchase.

CRM & Sales

Sales Pipeline

A visual representation of the different stages in the sales process, from initial contact to closing.

CRM & Sales

Scalability

The ability of a system or business to grow with increasing demand.

Business General

Scalable

The ability of software to grow with increasing demands.

Software Development

Scheduled Task

A task that runs automatically at predefined times.

Automation

Scope Creep

Uncontrolled expansion of project scope without corresponding adjustment of time, cost, or resources.

Project Management

Scrum

An agile framework with fixed roles (Product Owner, Scrum Master, Team), events (Sprints, Daily Standups), and artifacts (Backlog, Sprint Backlog).

Project Management

Scrum Master

The person who ensures the team understands and follows Scrum practices and removes impediments.

Project Management

SEM (Search Engine Marketing)

Marketing through search engines, including paid advertising (SEA) and SEO.

Marketing

Sentiment Analysis

Using NLP to detect emotional tone in text (positive, negative, neutral).

AI & Technology

SEO (Search Engine Optimization)

Measures to improve the visibility of a website in organic search results.

Marketing

Serverless

A cloud computing model where the cloud provider manages server infrastructure and charges based on actual usage.

AI & Technology

Services (Booking)

Defined services in fynoAI with name, duration, price, and buffer time – the foundation for online appointment booking.

fynoAI Features

Shared Inbox

An email inbox that multiple team members can access and respond to.

Team & Collaboration

Shift Planning

The module for duty rosters in fynoAI with shift creation, availability management, swap requests, and conflict detection.

fynoAI Features

Shift Swap

The process where employees exchange shifts with each other – often with approval workflow.

Resources & Planning

Shop Module

The e-commerce integration in fynoAI with connection to Shopify and WooCommerce, product management, and order tracking.

fynoAI Features

Single Sign-On (SSO)

An authentication method where users log in once and can access multiple applications.

Privacy & Security

SKR03 / SKR04

Standard chart of accounts for accounting in fynoAI – SKR03 for industry and SKR04 for trade, with predefined accounts.

fynoAI Features

SKU (Stock Keeping Unit)

A unique item number for identifying and tracking products in inventory.

E-Commerce & Shop

SLA (Service Level Agreement)

A contractual agreement about expected service quality and availability.

Business General

Sprint

A fixed time period (usually 1-4 weeks) in which a team achieves a specific work goal and creates a potentially shippable product increment.

Project Management

Sprint Planning

A meeting at the start of a sprint where the team selects and plans the tasks to be completed.

Project Management

Sprint Review

A meeting at the end of a sprint where the team presents completed work to stakeholders.

Project Management

SQL (Sales Qualified Lead)

A lead deemed ready for direct sales conversations by the sales team.

CRM & Sales

SSL/TLS

Encryption protocols that ensure secure communication on the internet (recognized by 'https').

Privacy & Security

Staging Environment

A test environment similar to production used for testing before release.

Software Development

Stakeholder

A person or group that has an interest in or is affected by the project outcome. Includes clients, users, team, and other participants.

Project Management

Startup

A young company with an innovative business model and high growth potential.

Business General

Stocktaking

The physical counting and verification of all inventory at a specific point in time.

E-Commerce & Shop

Story Points

A relative unit of measure for estimating user story effort. They consider complexity, risk, and scope rather than just time.

Project Management

Subtasks

In fynoAI, complex tasks can be broken down into smaller sub-steps, with the progress of the main task calculated automatically.

fynoAI Features

SWOT Analysis

A strategic analysis of strengths, weaknesses, opportunities, and threats.

Business General

Synchronous Communication

Real-time communication such as video calls, phone calls, or chat messages.

Team & Collaboration

T19 terms

Task Linking

The ability in fynoAI to link related tasks – e.g., 'blocked by', 'is duplicate of', or 'belongs to'.

fynoAI Features

Task Numbers

Automatically assigned numbers for tasks in fynoAI (e.g., #42) enabling easy referencing in conversations and documents.

fynoAI Features

Tax Return

An official document reporting income, expenses, and tax liabilities to tax authorities.

Finance & Accounting

Team Chat

A communication channel for quick, informal exchange between team members.

Team & Collaboration

Team Workload

The workload view in fynoAI showing how many tasks and hours are assigned to each team member – ideal for fair work distribution.

fynoAI Features

Technical Debt

Future costs resulting from quick but suboptimal development decisions.

Software Development

Throughput

The amount of data or transactions a system can process in a given time.

AI & Technology

Time Entry

A record of work time performed with start, end, duration, and associated task or project.

Time Tracking

Time Report

An analysis of tracked time by project, customer, employee, or period.

Time Tracking

Time Tracking

Systematically recording work hours for project management, billing, or compliance.

Business General

Time Tracking Integration

Connecting time tracking systems with other tools like project management, accounting, or payroll.

Time Tracking

Timeboxing

A time management technique where a fixed time period is allocated for an activity.

Project Management

Timer

The start/stop button in fynoAI for tracking work time directly on a task – with real-time display of running timers in the team.

fynoAI Features

Timesheet

An overview of all time entries for an employee over a specific period – often for approval or billing.

Time Tracking

Token

The smallest unit that an LLM processes - can be a word, part of a word, or a character.

AI & Technology

Touchpoint

Any contact point where a customer interacts with a company (website, email, phone, etc.).

CRM & Sales

Training Data

The dataset used to train a machine learning model and adjust its parameters.

AI & Technology

Trigger

An event that starts an automated action or workflow.

Automation

Two-Factor Authentication (2FA)

A security measure requiring two different methods of identity verification.

Privacy & Security

U8 terms

UI (User Interface)

The visual interface through which people interact with software.

Software Development

Unit Test

A test that checks individual components or functions of a program in isolation.

Software Development

Upselling

The sales technique of offering a customer a more expensive or enhanced version of a product.

CRM & Sales

User Story

A short, simple description of a feature from the user's perspective: 'As a [role], I want [feature] so that [benefit].'

Project Management

Utilization Optimization

AI-powered suggestions for better distribution of workload and resources.

Resources & Planning

Utilization Rate

The percentage of work time used for billable activities.

Time Tracking

UTM Parameters

Tags added to URLs to track the source and medium of website traffic.

Marketing

UX (User Experience)

The overall experience of a user when interacting with a product or service.

Software Development

V11 terms

Value Proposition

The unique benefits a product or service offers to customers.

Business General

Variable Costs

Costs that change with production or sales volume.

Finance & Accounting

Variance

The difference between planned and actual values in budgeting.

Finance & Accounting

VAT (Value Added Tax)

A tax on the sale of goods and services. In Germany usually 19% or 7%.

Finance & Accounting

VAT Advance Return

Automatic calculation and creation of VAT advance return in fynoAI with export for ELSTER.

fynoAI Features

Vector Database

A database optimized for storing and searching vector embeddings, commonly used in AI applications.

AI & Technology

Velocity

The average amount of work (measured in story points) that a team completes in a sprint. Used for sprint planning.

Project Management

Version Control

A system for managing changes to code or documents over time, e.g., Git.

Software Development

Version History

A record of all changes to a document with the ability to restore previous versions.

Team & Collaboration

Vertical Integration

Taking over upstream or downstream stages of the value chain.

Business General

Vulnerability

A security gap in a system that could be exploited by attackers.

Privacy & Security

W13 terms

Waterfall Model

A linear, sequential project management model where each phase must be completed before the next begins.

Project Management

Webhook

An automated messaging channel that sends data in real-time between applications when a specific event occurs.

AI & Technology

Webhooks

Configurable HTTP callbacks in fynoAI that call external URLs on specific events – ideal for Zapier, Make, or n8n.

fynoAI Features

Weekly Status Reports

Automatically generated project reports in fynoAI every Friday with AI summary and email delivery.

fynoAI Features

Wiki

A collaborative website where users can add, edit, and manage content.

Team & Collaboration

Win Rate

The percentage of opportunities that successfully result in a sale.

CRM & Sales

Work Breakdown Structure (WBS)

A hierarchical decomposition of a project into smaller, manageable work packages and tasks.

Project Management

Workflow

A defined sequence of tasks or processes that lead to the completion of work.

Automation

Workflow Builder

The visual editor in fynoAI for creating automations with triggers, conditions, and actions – without programming knowledge.

fynoAI Features

Workflow Triggers

Events in fynoAI that trigger automatic actions – e.g., task created, invoice paid, email received.

fynoAI Features

Working Capital

The difference between current assets and current liabilities.

Finance & Accounting

Workspace

The central workspace in fynoAI where a team manages all projects, contacts, finances, and settings. Each workspace has its own members, roles, and modules.

fynoAI Features

Workspace

A virtual area where a team collaborates and organizes all relevant resources.

Team & Collaboration

Z1 terms

Zapier

A popular automation platform that connects various web apps without programming.

Automation

Related Links

Learn more about fynoAI's modules and features

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