We’re incredibly excited to announce our new FINSYNC Agent Sales Program. Over the past few years, and most pointedly over the past 3 months, we’ve seen how valuable a 1-to-1 relationship is in reaching small businesses with financial technology products and solutions. For that reason, we’re rolling out this new initiative to help small businesses across the country learn about and utilize the fintech tools that will help them the most. The Agent Sales Program is primarily aimed at professionals who have been displaced by the economic fallout from the COVID19 pandemic.

What is the FINSYNC Agent Sales Program?

Just like it sounds, an “Agent” is an independent sales professional who refers small businesses to FINSYNC for our payment, payroll, cash flow and accounting solutions. When the agent refers a small business, the agent is compensated with a bonus on the front end and then earns a revenue share for as long as that small business remains a FINSYNC customer. Anybody who can refer business to FINSYNC may be part of the Agent program.

Specifically, Agents will connect small and medium-sized business customers with a FINSYNC representative for a custom demo. In other words, the Agent refers, and then we take care of the rest.

Tucker Mathis, our CEO and Founder, said this about the Agent Sales Program: “We know there are a lot of people looking for jobs right now and we wanted to offer a way for people to add some income now while continuing to look for their next career opportunity.”

What does FINSYNC provide to Sales Agents?

FINSYNC will provide training, sales materials, and ongoing support for agents and compensation for all referral clients who become FINSYNC paying customers. Training will cover all FINSYNC products as well as the simple process for referring a small business to get a FINSYNC demo.

“We want to make it easy for people to leverage their professional connections right now. The referral process will be clearly laid out in the training,” said Blake Rouse, VP of Business Development at FINSYNC. “We’ll train our Sales Agents in much the same way we train our inside sales professionals.”

What Small Businesses Should I Refer to FINSYNC?

Every small business has to have some sort of accounting function, pay bills, interact with their bank, and pay their employees, vendors, and contractors. Most small businesses today mash up 4 to 6 different products to accomplish those tasks. FINSYNC does all of that under one login.

So, any small business you know who uses programs like Quickbooks for accounting, Bill.com to pay bills, ADP for payroll, or Harvest for timesheets could benefit from utilizing FINSYNC’s all in one financial software for small businesses.

How do I find out more?

You can download a brochure and read a little more detail about the benefits of using FINSYNC for small businesses, and we’ll be in touch with you within 1 business day.

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