When you combine innovative software with unmatched services, you’ll experience financial harmony and the best way to grow your business with less time and better results.
The All-In-One Platform To Help Your Business Start, Scale and Succeed!
*As a customer of Firstoak Bank, you get software at a discounted rate for 6 months plus free, dedicated support. Many ways of getting started:
Get Paid Faster, Pay Bills Easier
You can sync your Firstoak Bank accounts to FINSYNC to save time and money with electronic invoicing and bill pay.
- Request a payment using only someone’s email and receive however they want to pay - card, ACH or check
- Checks are converted to ACH so you receive all payments electronically
- Pay anyone using their email address, they can choose to accept ACH or check
- Checks are mailed on your behalf so you never have to buy stamps again
Process Payroll with Confidence & Lower Cost
You can pay employees, contractors, contributions and payroll taxes online with just a few clicks, with fast onboarding and friendly support if you need help.
- Accurately pay W2 employees & 1099 contractors
- Have employees track time and expenses
- Eliminate mistakes with payroll tax deposits
Automate Accounting & Control Cash Flow with Ease
Accounting happens automatically as you use FINSYNC to manage cash flow.
- See all bank and credit card activity in one place
- Plan for upcoming income and expenses with intuitive charts and calendars
- Manage projects and automate accounting
Get All Your Finances In Sync
Centralize control of payments, process payroll, automate accounting and manage cash flow with less time and better results.
- Accounting & Cash Flow Management
Get Best-in-Class Relationship Banking
While many software companies are trying to evolve into a bank, we partner with financial institutions by delivering personal service and timely support you may need to succeed long-term. Our software connects you with your relationship banker online with advanced communication tools.
Get the Best Financing Options
We help you get the best options using a numeric based scoring system based on your cash flow metrics, which helps lenders work together to meet your changing needs.
Get the Best Card-Processing Solution
We match you to the ideal card-processing solutions consultant based on your location, line of business, equipment & software needs, processing volume and support preferences.
Get the Right Person at the Right Time
We've built a network of top-tier accountants in partnership with our financial institution partners, interviewing tens of thousands of accountants, to be able to match you based on your budget, proximity, industry, accounting needs and business objectives.
We have vetted tens of thousands of accountants, so we can find you the right match based on your budget, location, industry, and business objectives.
Get the Right Insurance at the Right Time
Finances Are Better When Everything & Everyone Is In Sync
|Cash Flow Management|