Build Your Business with Planning and Financial Operations Together

Build combines business planning tools, banking and payments, and your FINSYNC Score so you can stay organized, manage cash flow, and strengthen funding readiness.

Build Your Business with Planning and Financial Operations Together

Business Planning

Organize your ideas, validate your strategy, and accelerate your path to success.

Explore Business Planning

Banking, Payments, and Cash Flow

Sync your bank accounts, track transactions, and see your cash flow clearly.

Explore the Business Platform

FINSYNC Score

Tack your business’s financial health and funding readiness in real time.

Explore the FINSYNC Score

The Value of One Platform

Most businesses plan in one place and manage money in another. Build brings your planning tools and financial operations together so you can stay organized, reduce rework, and make smarter decisions as you grow. Move forward on one connected platform and a nationwide network of local experts behind you.

  • No Silos
  • No switching tools
  • Just a clear path from idea to support to growth

One Platform, All The Connections

When registration, funding, accounting, payroll and relationships work together, your business grows stronger.

Each FINSYNC plan builds on the one before it. Click any category to compare point solutions vs how you can get everything in one platform.

FEATURES

Prices
Business Registration
EIN Services
Registered Agent
Operating Agreement
Investment Capital
Annual Compliance
Domain & Email Registration
Virtual Address & Mailbox
Business Phone
Website Services
Local Financial Services
Local Professional Services
Banking Services
Community Support
Funding
Business Credit Builder
Automated Approvals & Alerts
Bank & SBA Financing
Community Capital
Alternative Financing
Start at$0/mo
Start at$0/mo
Start at$0/mo
Start at$15/mo
Start at$39.99/mo
Start at$0/mo

FEATURES

Prices

Unlimited Users
Business Ideation Tool
AI Powered Business Planning
Financial Projections
Sync Bank Accounts
Account Reconciliation
Invoicing
Categorize Transactions
Bill Pay
Quotes, Sales Orders & Purchase Orders
Cash Flow Tools & Charts
Access to Collect Early
Payment Reports
$18/mo
$38/mo
$25/mo
$61.92/mo
$20/mo
$23/mo

FEATURES

Prices

Number of Users
Payments
Invoicing
Bill Pay
Built-In Workflow & Permissions
Automated Payment Reminders
Enable Auto Payments
Quotes, Sales Orders & Purchase Orders
Recurring Templates (Invoices & Bills)
Customizable Payment Schedules
Duplicate Invoice & Bills
Expense Reimbursement
Receipt Capture
Attaching Support Documents
Cash Flow Tools & Charts
Inventory Management
Sales Tax
Multiple Currencies
Attributes (Track Income & Expense by Department, Location, Associate)
Bank Feeds
Bulk Categorization
Bulk Invoicing
Bank Reconciliation
Financial Statement Reports
Manual Journal Entries
Built-In Payroll
Total Monthly Fee with Payroll
Transactional Fees
Unlimited Payrolls
Time & Project Tracking
Dedicated Onboarding Client Support
Quartlerly Tax Filing In All States
Dedicated Support
Mobile Payroll
W2 & 1099 Fillings
Employee Portal Profiles
Custom Pay Cycles
Direct Deposit
Payroll Checks
Track Expenses
Project Integration
Payroll Reporting
Expense Submission & Approval
Payroll for 1099
$75/mo
Unlimited
On Roadmap
On Roadmap
On Roadmap
$95/mo.
$4/ee per Run
$115/mo
5
$160/mo.
$4/ee per Run
$90/mo
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$69.42/mo
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$70/mo
10
$110/mo.
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$65/mo
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FEATURES

Prices

Transactional fees
Unlimited Payrolls
Dedicated Onboarding Client Support
Quarterly Tax Filing In All States
Dedicated Support
Mobile Payroll
W2 & 1099 Filings
Employee Portal Profiles
Custom Pay Cycles
Direct Deposit
Payroll Checks
Track Expenes
Project Integration
Payroll Reporting
Expense Submission & Approval
Payroll for 1099
$40/mo
$4/ee/run
$125/mo
$6.50/ee/run
$39/mo
$5/ee/run
Limited
$109/mo
$4/ee/run
Add-On
$80/mo
$12/ee/run
$109/mo
$8/ee/run
Start Business Services & Funding
Build Business Planning & Platform
Grow Accounting
Scale Payroll
FEATURES
Prices
Starts at$0/mo
Starts at$0/mo
Starts at$0/mo
Starts at$15/mo
Starts at$39.99/mo
Starts at$0/mo
Business Registration
EIN Services
Registered Agent
Operating Agreement
Investment Capital
Annual Compliance
Domain & Email Registration
Virtual Address & Mailbox
Business Phone
Website Services
Local Financial Services
Local Professional Services
Banking Services
Community Support
Funding
Business Credit Builder
Automated Approvals & Alerts
Bank & SBA Financing
Community Capital
Alternative Financing
Show More Less
Features
Prices
$18/mo
$38/mo
$25/mo
$61.92/mo
$20/mo
$23/mo
Unlimited Users
Business Ideation Tool
AI Powered Business Planning
Financial Projections
Sync Bank Accounts
Account Reconciliation
Invoicing
Categorize Transactions
Bill Pay
Quotes, Sales Orders & Purchase Orders
Cash Flow Tools & Charts
Access to Collect Early
Payment Reports
Show More Less
Features
Prices
$75/mo
$115/mo
$90/mo
$69.42/mo
$70/mo
$65/mo
Number of Users
Unlimited
5
1
1
10
1
Payments
Invoicing
Bill Pay
Built-In Workflow & Permissions
Automated Payment Reminders
Enable Auto Payments
Quotes, Sales Orders & Purchase Orders
Recurring Templates (Invoices & Bills)
Customizable Payment Schedules
Duplicate Invoice & Bills
Expense Reimbursement
Receipt Capture
On Roadmap
Attaching Support Documents
Cash Flow Tools & Charts
Inventory Management
Sales Tax
On Roadmap
Multiple Currencies
Attributes (Track Income & Expense by Department, Location, Associate)
Bank Feeds
Bulk Categorization
Bulk Invoicing
On Roadmap
Bank Reconciliation
Financial Statement Reports
Manual Journal Entries
Built-In Payroll
Total Monthly Fee with Payroll
$95/mo.
$160/mo.
N.A.
N.A.
$110/mo.
N.A.
Transactional Fees
$4/ee per Run
$4/ee per Run
N.A.
N.A.
N.A
N.A.
Unlimited Payrolls
N.A.
N.A.
N.A.
Time & Project Tracking
N.A.
N.A.
N.A.
Dedicated Onboarding Client Support
N.A.
N.A.
N.A.
Quartlerly Tax Filing In All States
N.A.
N.A.
N.A.
Dedicated Support
N.A.
N.A.
N.A.
Mobile Payroll
N.A.
N.A.
N.A.
W2 & 1099 Fillings
N.A.
N.A.
N.A.
Employee Portal Profiles
N.A.
N.A.
N.A.
Custom Pay Cycles
N.A.
N.A.
N.A.
Direct Deposit
N.A.
N.A.
N.A.
Payroll Checks
N.A.
N.A.
N.A.
Track Expenses
N.A.
N.A.
N.A.
Project Integration
N.A.
N.A.
N.A.
Payroll Reporting
N.A.
N.A.
N.A.
Expense Submission & Approval
N.A.
N.A.
N.A.
Payroll for 1099
N.A.
N.A.
N.A.
Show More Less
Features
Prices
$40/mo
$125/mo
$39/mo
$109/mo
$80/mo
$109/mo
Transactional fees
$4/ee/run
$6.50/ee/run
$5/ee/run
$4/ee/run
$12/ee/run
$8/ee/run
Unlimited Payrolls
Dedicated Onboarding Client Support
Quartlerly Tax Filing In All States
Dedicated Support
Mobile Payroll
W2 & 1099 Fillings
Employee Portal Profiles
Custom Pay Cycles
Direct Deposit
Payroll Checks
Track Expenses
Project Integration
Payroll Reporting
Limited
Expense Submission & Approval
Add-On
Payroll for 1099
Show More Less
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We Listen!

If we don’t meet your needs today, we would LOVE to hear from you. We’re releasing at least one new feature or improvement every single week based on feedback.

Build Your Business the Right Way

Business Planning

Build your plan and projections in one place, with AI and local expert support.

Learn More

Banking, Payments, and Cash Flow

See your cash flow clearly and manage banking and payments together.

Learn More

Your FINSYNC Score

Understand your funding readiness and track progress as you build.

Learn More

Build Your Business the Right Way

Create your account and start planning and running your business in one place.

We're here to help with innovative software and unmatched service.

Apply For Business
Checking Account

Before you get started

1

We are not able to service these businesses at the moment:

  • Crypto Currency and Money Services
  • Privately Owned ATMs
  • Marijuana-Related
  • Gambling
  • Money Services Business
  • Business headquartered outside of the U.S.
2

At this time we are offering online business checking accounts through bank partners in these states:

  • Arizona
  • California
  • Idaho
  • Nevada
  • New Mexico
  • Oregon
  • Texas
  • Utah
  • Washington

Is your business in one of these states?