How we help you & your business customers grow

When your members apply for financing through FINSYNC, you benefit with advanced analytics and seamless access to a network of lenders who may approve loans you would have to otherwise turn down.

  • Banks 14

    Step 1

    The business goes to FINSYNC.com, applies for financing for free and selects you as their credit union prior to submitting application.

  • Banks 13

    Step 2

    You receive the loan application online along with tools to analyze the loan request with the added benefit of also being able to see alternative loan options available through a network of lenders.

  • Banks 15

    Step 3

    You can present the best loan option to your member by yourself or in partnership with any other lender part of the network.

Banks 12

Referral Benefits for You

Refer your business members who are looking for a small business loan to FINSYNC so you can get in sync with them in a revolutionary new way that will help you both grow. Together we can:

  • Attract More Members
  • Improve Efficiency
  • Close More Loans
  • Increase Revenue
  • Decrease Risk
  • Maintain Relationships Longer

The totally new way credit unions are backing growing businesses

FINSYNC helps businesses get in sync with you using advanced cash flow analytics so you can make a quick or automated underwriting decision, resulting in improved outcome for you and the business.

Banks 18
  • The Old Way

    The Finsync Way

  • Prior to FINSYNC, businesses struggled to visualize and understand their cash flow and applying for a loan was a cumbersome exercise for the business and their credit union. FINSYNC helps credit unions help their business members understand and visualize their cash flow and loan options together, or what cash flow metrics need to be improved in order to qualify for loan options.

A complete solution

Your business members can get started with financing and seamlessly enable more features to operate more efficiently, at a lower cost, with better analytics and one click access to get in sync with you for future growth capital needs. Chances are, many of your customers are already using FINSYNC today.

It's easy to get started

FINSYNC is cloud based, so there's no software to download or install. There's no further integration required.

FINSYNC is complementary to whatever you are using today and adds immediate value by way of more deal flow and ability to fund more loans yourself or in concert with a network of lenders. You also benefit with the new sources of recurring revenue.

Chances are, your members are already using FINSYNC.

Credit Unions 1

Join the FINSYNC lending network

The FINSYNC Network is built on solid economics and a shared goal of helping more businesses succeed.

Value for your customers

  • Better way to borrow
    FINSYNC helps your members see their loan options and cash flow together.
  • Best Way to Grow
    FINSYNC offers a complete solution for managing cash flow and one click access to you for future funding needs.
  • Save Time
    Everything and everyone in sync saves the business time and money.
  • Save Money
    The full suite of services, bundled together at a very competitive price.
  • More Secure
    Online financial management with enhanced security and bill pay with enhanced privacy.

Value for your credit union

  • Attract & Retain
    Attract and retain more members by being able to offer them the best financing options to grow their business.
  • Close More Loans & Reduce Risk
    Close more loans in partnership with a network of non-bank lenders who will assume more risk than your credit union.
  • Risk Management
    Better financially organized and informed borrowers make better members.
  • Efficiency
    Improve processes and procedures.
  • Non-interest Income
    Earn revenue on subscription based services and transaction services as well.

See how we can help you & your members grow

Services FinSync Quickbooks Bill.com Gusto Expensify TSheets Harvest
Payments
Bill Pay
Invoicing
Accounting
Payroll
Expense Reimbursement
Time Clock
Time Sheets
Projects
Cash Flow Management