Build A Better Tomorrow, Today
Bankers, Card Processors, Accountants, Insurance Agents, HR Professionals & Business Coaches Working Together, In Sync, To Help Businesses Start, Scale & Succeed
Game changing!
Join As Partner
Why Partner With FINSYNC
Adds value to long-term relationship:
When you refer businesses who are looking for a better way to run their business on one platform ...
... we help you get in sync with them in a way that adds value to the relationship long term.
- Bankers
- Insurance Agents
- Card Processors
- Business Coaches
- HR Professionals
- Accountants
How We Add Value
New
Customers
Get matched
You can add your products and services to your FINSYNC Partner Listing and get matched to businesses when their financial needs line up with your offering.
Increase referrals
When you deliver remarkable service that's only possible through the FINSYNC platform, you can expect more referrals.
Increase
Revenue
Most comprehensive
You get the most comprehensive, rewarding revenue share program on the market! Nothing else comes close.
Partners growth
We look at revenue share as an investment we can make to help our partners grow. If you prefer discounts over revenue share, no problem, we support that as well.
Build
Relationship
Rewarding relationships
Build more lasting and rewarding relationships when you deliver your services through an all-in-one platform that provides you and your clients more time for what matters most.
Improve
Efficiency
10x better
When you offer your products and services through FINSYNC, you find a partner committed to helping you operate more efficiently.
Some partners have reported time savings in the order of magnitude of 10X better.
Build
If it will save you and your business customers valuable time, we build it.
“We are committed to deliver at least one new feature or improvement every week that saves our business customers and partners more time.”
John Kim
Chief Product Officer
Built for business builders who want everything in one platform
Simplicity, Speed, Security
“Truly Game Changing...
an all-in-one solution that replaced QuickBooks and other apps, helps us grow, and provides amazing services.”
Galen Dalrymple
COO l Polymath
The Value of
All-In-One
Single Login
All modules are accessible from one intuitive dashboard
Affordable
Businesses save on subscription fees and administrative hassles
Integrated
Your services can be offered through FINSYNC
The Old Way
- QuickBooks for accounting
- ADP for payroll
- Bill for paying vendors
- Harvest for time tracking
Disconnected Partner Ecosystem
FINSYNC + Partner Way
- Accounting replaced QuickBooks
- Payroll replaced ADP
- Payments replaced Bill.com
- Time tracking replaced Harvest
Connected Partner Ecosystem
Partner Ecosystem
We build future-proof software solutions for businesses - with innovative partners, so everyone succeeds together long term.
Banks & Credit Unions
FINSYNC syncs with over 7,000 banks and credit unions to help the approximately 32 million small businesses in the United States have ONE platform to centralize control of payments and manage cash flow with less time and better results.
Bankers
Bankers refer FINSYNC to help their business customers save time and money and connect with them for a best-in-class personable, banking experience.
Get StartedWorking together,
we help businesses with:
- Faster payments
- CollectEarlyTM
- More financing options
- Actionable analytics
- Better business outcomes
"FINSYNC customer service is hands down the best! Good customer service is essential."
Laurie Gable
Branch Manager/Assistant Vice President
Credit Card Processors
We support all the major issuers and processors.
Card Processing Consultants
Consultants refer FINSYNC so their customers can sync their merchant accounts to FINSYNC and send payment requests and invoices via email and accept credit card payments.
Get StartedWorking together,
we help businesses with:
- More payment options
- Automate reporting on payments and accounting
- Better customer service
- Improved cash flow
"We focus on delivering custom credit card processing and solutions with in-person consultations to ensure the best results."
Danny Henderson
Executive Vice President, Divisional Sales Director
Accountants, Agents, HR Consultants, and Business Coaches
We help businesses who start with a business bank account seamlessly build their finance team, connecting to the right accountant, insurance agent, HR consultant and business coach at the right time.
Our financial institution partners help build the network so that by working together we can help more businesses go from a business idea and then bank account to scale and success with less time and better results.
Accountants
Accountants start businesses on FINSYNC when the business is looking for an all-in-one solution for payments, payroll, accounting and cash flow management.
Accountants move businesses to FINSYNC if the business is or will soon be in the market for financing through one of FINSYNC's bank partners.
Get StartedWorking together,
we help businesses with:
- Focus on growing the business, not running the business
- Making better, more profitable business decisions
- Maximize gains and reduce losses
- Navigate market cycles and economic changes
- Manage risks
“4 weeks from when I requested the bulk categorization feature to when I was able save time using it! I moved the bulk of my businesses to FINSYNC.”
David Boatright
CPA
Insurance Agents
Insurance agents who double as a trusted business advisor to their business customers refer FINSYNC to help save their customers time and money and be there for them through FINSYNC anytime the business has an insurance need or question.
Get StartedWorking together,
we help businesses with:
- Health Insurance
- Workers Compensation
- Commercial Auto
- General Liability
- Property
- Business Interruption
- Cyber
- Theft
“I take tremendous pride in taking care of my clients. I am confident referring my customers to FINSYNC. The platform helps them be more successful, the team cares and goes the extra mile, and I feel good knowing I've delivered what will surpass client expectations.”
David Dean
Insurance Agent
HR Professionals
FINSYNC refers businesses to human resource (HR) professionals or consultants when its customers need staff augmentation to help with HR matters.
Get StartedWorking together,
we help businesses with:
- Employee onboarding
- Time & attendance
- Benefits administration
- Insurance claims
- Policies & procedures
- General HR matters
“Our HR partnerships offer support to businesses who may need help, but are not quite at the scale to require a full time HR staff.”
Dave Olsen
President of Payroll
FINSYNC
Business Coaches
FINSYNC refers businesses to coaches when they are looking for help getting started, or best practices on how to scale or what to do to build on past, present or projected successes.
Get StartedWorking together,
we help businesses with:
- New company formation
- Customer acquisition
- Vendor procurement and management
- Employee recruiting
- Investor relations
- Overall strategic planning and execution
BETTER TOGETHER
Finances are Better When Everything & Everyone are In Sync
Set up is fast and easy. We're here if you need help.
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