Know What’s
Holding You Back.
Then Grow.

Take the free Scale Assessment to see where your business stands, then simplify operations and put the right systems in place to reach your full growth potential.

Start free with your Scale Assessment. See where your business stands, what may be holding it back, and where to focus next. No commitment required.

  • Scale Assessment
  • Banking
  • Payments & Invoicing
  • Accounting
  • Payroll
  • Cash Flow
  • Frameworks & Systems
  • Growth Guidance
  • Key Metrics
  • Funding Readiness
The Assessment Shows
Strong demand, but systems and execution were the constraint.
What Changed
  • Put a framework in place matched to a business like his
  • Connected operations so banking, payments, accounting, and payroll work together
  • Tracked the key metrics that moved the business forward and stayed funding-ready
The Assessment Shows
Growth outpacing the team, with no people systems behind it.
What Changed
  • Adopted HR & HCM for onboarding, benefits, and compliance
  • Aligned the leadership team around goals, metrics, and execution
  • Accessed capital through banking relationships built into the platform
The Assessment Shows
Financial health scored low — the numbers lived in four places.
What Changed
  • Connected banking, payments, accounting, and payroll into one view
  • Saw real cash flow for the first time and planned against it
  • Reclaimed the hours that used to go to reconciling
The Assessment Shows
Everything depended on the owner. Nothing was repeatable.
What Changed
  • Matched with an implementer who put the framework into practice
  • Built repeatable processes and clear ownership across the team
  • Set metrics and targets the leadership team manages against

Swipe to see more stories.Hover or click a story to see what changed.

Understand the business, then build the systems — connected around your growth.

Banking, payments, accounting, payroll, and cash flow should simply work together. FINSYNC simplifies the financial operations behind your business, turns that clarity into insights about where to focus, and connects you with the right systems and experts to help you grow.

See Where
You Stand.

The free Scale Assessment evaluates the six dimensions that drive sustainable growth and shows you where you’re strong and what may be holding you back.

A Scale Assessment scorecard rating six growth dimensions, with two flagged as limiting growth

Get Your Financial
Operations
Working Together.

Connect banking, payments, accounting, payroll, and cash flow so the work gets simpler, the numbers stay current, and you have a clearer view of the business.

A guided plan moving from building the plan through refining the model to putting it to work

Put the Right
Systems in Place.

Use what you’ve learned about your business to identify a proven framework that fits your goals, challenges, and the way your business operates.

A recommended framework matched to a business, shown above other framework options

Execute With the
Right Expert.

Connect with an experienced coach, implementer, or advisor who can help put the system into practice, measure what’s working, and keep the business moving forward.

A chart of execution rising as owner dependency falls across matched, implementing, and scaling stages

Start with what you need today. Everything else is here as your business grows.

  • 6Dimensions assessed
  • 1,000+Framework partners
  • $0To take the Scale Assessment
  • 30K+Entrepreneurs supported
  • 98.5%Customer retention
  • 40%Less administrative time and cost
  • 2xFaster growth with the full system

Supported by leading business frameworks and a network of EOS implementers, Scaling Up coaches, OKR advisors, and growth experts nationwide.

– FAQ

Growing shouldn’t mean guessing.

Whether work is getting harder to manage, growth has stalled, or everything still depends on you, FINSYNC helps you see what’s holding the business back and what to do about it.

  • What is the Scale Assessment?

    The free Scale Assessment looks at six dimensions of your business — vision and alignment, systems and execution, team and culture, financial health, growth engine, and learning and adaptation — to show you where you’re strong and what may be limiting growth.

  • What do I get from the assessment?

    You’ll get a Scale Snapshot showing your strengths, gaps, and recommended next steps. From there, FINSYNC can help you improve financial operations, identify frameworks that fit your business, and connect with experienced growth experts.

  • Can FINSYNC replace my accounting, payroll, or other business software?

    Yes. FINSYNC brings banking, payments, accounting, payroll, and cash flow together in one connected platform. Start with what you need today and add capabilities as your business grows — all designed to work together so you can spend less time managing software and more time growing your business.

  • Does FINSYNC work with my bank?

    Yes. FINSYNC works with virtually every financial institution, helping you connect banking with the rest of your financial operations while continuing to build on the banking relationships you already value.

  • How does FINSYNC help me grow?

    FINSYNC goes beyond managing financial operations. We help you understand how your business is performing, identify where to focus, put better systems in place, measure what matters, and connect with experts and funding when you need them.

  • Which framework will I get?

    It depends on your business. EOS, Rockefeller Habits, Scaling Up, System & Soul, E-Myth, OKRs, Business Made Simple, Profit First, and others approach execution differently. FINSYNC helps you identify approaches that fit your goals and challenges.

  • Do I have to work with a coach or implementer?

    No. You can use FINSYNC’s technology on its own. When additional support can help, we can connect you with proven frameworks and experienced coaches, implementers, and advisors who fit your goals and business.

  • Why is FINSYNC different from QuickBooks?

    FINSYNC helps you build a better business — not just manage the books. We connect banking, payments, accounting, payroll, and cash flow with insights, proven frameworks, growth experts, and funding relationships to help you understand your business, improve how it operates, and grow.

  • Is there support to help me get started?

    Absolutely. Our team and network of trusted partners are here to help you get started, simplify your financial operations, put better systems in place, and grow.

  • How much does FINSYNC cost?

    You can start for free with your FINSYNC profile, Scale Assessment, recommendations, and expert matching. Financial operations start at $18/month, $75/month with Accounting, or $115/month with Accounting + Payroll. Framework partners and other professional service providers set their own fees.

Start for free

Find out what’s holding your
business back.

Create your free profile, take the Scale Assessment, and get matched with the systems and experts that fit how your business works.

Free profile. Free assessment. No commitment required.

Right framework. Right expert. Right time.