One Platform Built to Grow With You

FINSYNC is a unified platform that helps you plan, operate, and fund your business — all in one place. From idea to execution, FINSYNC connects you with powerful tools, local experts, and financial partners to save time, improve cash flow, and accelerate growth. Whether you’re just getting started or ready to scale, your AI Assistant, Fynn, is here to guide you every step of the way.

FINSYNC includes:

• Business Planning
  Turn your idea into a clear plan with help from Fynn, your AI Assistant. Create a Business Canvas, Business Plan, and Financial Projections to build a strong foundation.

• Business Platform
  Manage your operations with integrated tools for banking, payments, cash flow, payroll, accounting, and more — saving up to 40% in admin time and cost.

• Financial Network
  Connect with a robust network of community organizations, investors, financial institutions, and financial professionals who are dedicated to supporting entrepreneurs. This ecosystem provides access to expert mentorship, strategic partnerships, and financial guidance when you need it most.

• Funding Navigator
  Explore the right type of capital for your stage — bank loans, SBA loans, alternative financing, or investment — and get matched with the right partners at the right time.

Together, FINSYNC and Fynn create a connected ecosystem that empowers entrepreneurs to move seamlessly from planning to execution, secure capital with confidence, and achieve long-term success.

Whether you’re starting with just an idea or scaling an existing business, FINSYNC delivers the tools, insights, and support you need at every stage.

Funding isn’t a one-time event — it’s an ongoing journey.

Funding Navigator helps you improve your eligibility and connect with the right financial partners by working in sync with your Accounting activity and guided by Fynn, your AI Assistant.

Your monthly subscription includes:

• Always-on Funding Guidance: Stay on track with personalized insights tied to your financials and goals.
• Better Matches: Get connected with banks, SBA lenders, alternative financiers, or investors that align with your business stage.
• Proactive Alerts: Be notified when new funding opportunities become available based on your latest data.
• Relationship Tools: Invite your own banker or investor and collaborate securely within the platform.

Together, Accounting and Funding Navigator give you the visibility, support, and momentum to fund your growth with confidence.

You can use FINSYNC from any desktop/laptop computer or tablet. FINSYNC is compatible with the latest browser versions of Google Chrome, Microsoft Edge, Mozilla Firefox and Safari. FINSYNC is also available on a mobile phone using any of the same browsers. Note: You will need an internet connection to access FINSYNC.

With FINSYNC, you can start by connecting your bank and credit card accounts, customers, vendors, and a finance team. You can choose to add-on helpful features for Payroll, Projects, and Accounting. FINSYNC subscriptions are monthly with no long-term contract, and no credit card required to get started.

FINSYNC automatically deducts the monthly subscription fee from a designated payment account. You can revise the bank account used for the subscription fee as needed.

At this time, FINSYNC is available in the U.S. and for use with banks that are part of the US ACH network. While you can use FINSYNC to access your information from a desktop or mobile device, only U.S. banks are supported.

FINSYNC is available on a mobile phone using any supported browser. FINSYNC’s mobile phone experience focuses primarily on bank account information as well as payment/invoicing features.

FINSYNC supports the import of customer, vendor and banking transactions using a CSV file. You can contact FINSYNC for guidance and assistance with importing data into your FINSYNC profile.