Build a Better Business. Grow It Faster.

Take the free Scale Assessment to see where your business stands, what may be holding you back, then connect the technology and relationships to simplify operations, build better systems, and accelerate growth.

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.

Technology to simplify your business.
Relationships to help you grow it.

FINSYNC combines technology with trusted relationships to help you get the right support at the right time — from starting and simplifying to funding and growth.

  1. Services to Simplify

    Bookkeepers, accountants, and financial professionals

    Connect with trusted professionals who can help keep your books accurate, your finances organized, and your financial operations running smoothly.

  2. Systems to Scale

    Growth coaches, framework implementers, advisors, and business experts

    Get help focusing where it matters most, implementing proven systems, and building a business that can scale successfully.

  3. Funding to Grow

    Banks, credit unions, CDFIs, alternative lenders, and investors

    Prepare for funding, understand your options, and connect with the right capital when the time is right.

  4. Continuous Improvement

    Specialists, advisors, and experts across the Network

    Turn insights into action with the right expertise to improve performance, solve new challenges, and keep your business moving forward.

Free profile. Free assessment. No commitment required.

Right person. Right time. Right fit.

Why Entrepreneurs Choose FINSYNC

Everything works better
when it works together.

FINSYNC connects technology and trusted relationships into a continuous cycle of improvement – so each step strengthens the next and the value compounds as your business grows.

The FINSYNC
Growth Flywheel

Simplify Operations Build Better,
Grow Faster
Get the
Right Funding
Continuously
Improve

Simplify Operations

Less time running the business.
More focus on growth.

Bring your banking, payments, cash flow, accounting, and payroll together so your finances stay connected and easier to manage.

  • Send invoices and payment reminders
  • Accept ACH, cards, and checks
  • Pay bills and vendors from one place

Build Better, Grow Faster

Know where to focus. Build
the systems to grow faster.

Understand where your business stands, focus on what will make the biggest difference, and combine proven frameworks with expert guidance — so every improvement adds capacity to grow.

  • Identify opportunities and priorities
  • Put proven systems in place, with a growth coach to execute
  • Stronger cash flow, margins, and capacity to scale

Get the Right Funding

Be ready for capital
when the time is right.

Understand your funding readiness, explore options that fit your goals, and connect with lenders and investors through the Network.

  • Track and improve funding readiness
  • Explore financing matched to your needs
  • Connect with vetted funding partners

Continuously Improve

Know what’s working.
Turn progress into momentum.

Track the metrics that matter, turn performance data into actionable insights, and bring in the right expertise to keep getting better and grow faster.

  • Measure performance against your goals
  • Turn data into actionable insights with Fynn
  • Connect with specialists when expertise can help

Free profile. Free assessment. No commitment required.

Everything you need to build a better business — connected around your growth.

Start with what you need today, then connect more as you grow — from simpler financial operations to better systems, continuous improvement, and funding.

Everything financial, working together. Bring banking, payments, cash flow, accounting, and payroll together in one connected platform — simplifying financial operations so you can stay focused on growing your business.

Banking

Bring all your banking into one
connected view.

Connect the bank and credit card accounts you already use — or open a business checking account through a partner bank and keep your financial activity connected to the rest of your business.

  • Connect bank and credit card accounts
  • See balances and transactions in one place
  • Keep financial activity in sync

Payments

Get paid faster.
Pay bills easier.

Send invoices, accept payments, and pay bills from the same platform you use to manage your finances — so every transaction stays connected to your books and cash flow.

  • Send invoices and payment reminders
  • Accept ACH, cards, and checks
  • Pay bills and vendors from one place

Cash Flow

See where your business stands
and where it’s going.

Bring banking, payments, accounting, and payroll together for a real-time view of your finances, so you can understand what’s changing, plan ahead, and make better decisions.

  • See your cash position in real time
  • Plan for upcoming income and expenses
  • Track performance and trends over time

Accounting

Keep your books accurate
and up to date.

Automate bookkeeping and reconciliation as financial activity flows through FINSYNC, giving you cleaner books, current reports, and less work keeping everything organized.

  • Automated bookkeeping and reconciliation
  • Automatic transaction categorization
  • Financial statements and reports

Payroll

Pay your team with confidence.

Run payroll, manage tax filings, and pay employees and contractors while keeping payroll connected to your accounting, cash flow, and financial operations.

  • Pay employees and contractors
  • Manage payroll taxes and filings
  • Keep payroll connected to your finances

$18/mo Financial Operations $75/mo with Accounting $115/mo with Accounting + Payroll

Know where to focus.
Build the systems to grow.

Assess where your business stands, identify where to improve, and connect with the right framework and growth coach to put better systems in place and scale successfully.

  • Business assessment to identify opportunities
  • Proven frameworks to build systems that scale
  • Growth coach support to prioritize and execute

These are free tools to help you build a better business and grow.

Know when you’re ready.
Connect with the right funding.

Stay prepared for funding and navigate your options with lenders and investors in the Network, so capital is ready when the moment is.

  • Funding options matched to your stage and goals
  • Readiness tracking so you’re prepared when it counts
  • Direct connection to vetted lenders, CDFIs, and investors

Funding Navigator is free to help you understand your options and fuel your growth.

Know what’s working.
Keep getting better.

Track the metrics that matter to your goals, get insights from Fynn, your AI assistant, and work with trusted experts to continuously improve performance.

  • Track the metrics that matter to your business
  • Turn performance data into actionable insights
  • Work with experts to keep improving

AI-powered insights and expert matching are included with your free FINSYNC profile.

Free profile. Free assessment. No commitment required.

  • 30K+ Entrepreneurs supported
  • 7K Trusted partners nationwide
  • 98.5% Customer retention
  • 40% Less administrative time and cost
  • 2x Faster growth with the full system

Recommended and supported by banks, credit unions, accountants, community partners, financial professionals, and growth experts nationwide.

Technology gives you the tools to improve your business. Our Network connects you with the people who can help you act on what matters most.

– FAQ

Growing Your Business Doesn’t Have to Mean Doing It Alone.

Whether you’re trying to simplify operations, put better systems in place, or figure out what’s holding back growth, FINSYNC helps you understand where to focus and what to do next.

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.

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.

Yes. FINSYNC works with virtually every financial institution to simplify financial operations, strengthen your banking relationship, and help you access funding.

We combine proven frameworks, trusted experts, and funding partners to help you build better systems, scale with confidence, and access the right funding at the right time.

Start with the problem you want to solve today. FINSYNC can help you simplify financial operations, assess your business, build better systems, measure performance, connect with an expert, or navigate funding. You don’t need to use everything at once.

You can start for free. Explore growth resources, frameworks, expert connections, and Funding Navigator without a monthly platform fee. Financial operations start at $18/mo, $75/mo with Accounting, or $115/mo with Accounting + Payroll, with additional capabilities available as your needs grow.

Our goal is to help entrepreneurs succeed and connect them with the resources and relationships that can help them grow. You can explore many FINSYNC resources at no cost and only pay for software or third-party professional services you choose to use.

FINSYNC helps you build a business — not just manage the books. We combine technology and trusted relationships so you can choose the solutions that are best for your business.

Absolutely. Our team and a network of 7,000+ trusted partners are here to help you start, grow, scale, and succeed.

Start for free

Build a Better Business.
Grow a Bigger One.

Tell us about your business and what you’re working toward. We’ll help you understand where you stand, identify the right next step, and connect the technology and relationships to help you grow.

Free profile. Free assessment. No commitment required.

Start where you are. Grow from there.