We are committed to your success starting with smooth onboarding

Our implementation team and your concierge representative are all based in the United States and are here to assist you.

  • Implementation 2


    We will work to get you onboarded quickly and seamlessly from your current system.

  • Implementation 3


    We try to make the implementation process as effortless on your part as possible.

  • Implementation 1


    Our goal is to see you succeed with better software and great service.

Implementation 5

Implementation 8 Things we do for free

  • Create opening balances
  • Import customers and vendors
  • Set up chart of accounts
  • Add outstanding invoices and bills
  • Import year-to-date transactions
  • Add associates and set up payroll

Implementation 7 Things we do for a fee

  • Set up projects
  • Clean up past periods
  • Categorization and reconciliation
  • Add journal entries

Bookkeeping & Accounting 6 The Best Way to Grow

Knowing your numbers, controlling cash flow and making sound business decisions will help you succeed long term. We are here to help you get started and when you are ready, your concierge representative will get you in sync with the right accountant partner to help you analyze and act on your financial data. And all the other things accountants do, like file your corporate tax returns.

Implementation 4

In Our Customers' Words

FINSYNC customers save thousands of dollars and hundreds of hours in admin time each year.

  • Sideways 8 Interactive

    “When I meet other business owners, one of the first things I think to tell them is that they need FINSYNC. It is going to help you run your business, improve the amount of time that you have to grow your business, and it is going to help your life.”

    Sideways 8 Interactive Digital Marketing Agency, Atlanta
  • Midas Creek

    “I am a CPA who recently bought two small businesses on their way to medium size. I thought you may like to hear that your hard work is getting some deserved recognition. After reviewing literally 50 to 100 different accounting software packages, my choice was FINSYNC.”

    Midas Creek Health & Wellness, Salt Lake City
  • Media Beyond

    “I had been using Quickbooks Online because I was told it was the industry standard. FINSYNC told me I could spend less and get more – and they were right. I used to write paper checks out for some vendors – now I just click a button. And real people answer my questions when I write, and they call me to point out things I may have missed.”

    Media Beyond Marketing Agency, Chicago

Looking for more services?

Bookkeeping & Accounting

Bookkeeping & Accounting

Get help with invoicing, bill pay, month-end reconciliation, reporting and tax preparation and filing.

Financial Analysis

Financial Analysis

Connect with a financial expert who can help you analyze your key financial metrics, perform peer analysis and benchmarking, and plan for financing or fundraising.
Services FinSync Quickbooks Bill.com Gusto Expensify TSheets Harvest
Bill Pay
Expense Reimbursement
Time Clock
Time Sheets
Cash Flow Management