FINSYNC syncs with over 90% of the financial institutions in the United States.

BANKING

Connect your bank accounts and let FINSYNC do the rest.

Imported transactions will be automatically categorized and matched with the correct GL account, bill or invoice so accounting happens automatically.

  • See all your bank and charge card accounts in one place.
  • Easily track trends, set alerts and create budgets.
  • Split transactions for more detailed reporting.
  • Assign transaction to departments, locations and associates better operational insights and profitability analysis.
  • Make better, more informed decisions.

FINSYNC is a great company!!! Best customer service Southside Lock & Door has ever received!! Would suggest FINSYNC to anyone!!

Southside Lock & Door HOME SERVICES, GRIFFIN, GA

BILL PAY

Eliminate the hassle and cost of paper bills and checks.

Manage all your bills in one place and pay with electronic (ACH) payments or paper check in just a few clicks.

  • ACH payments are safer, cheaper, greener and faster than paying with checks, envelopes and stamps.
  • Payments processed through FINSYNC automatically update your accounting records, providing you with real-time, actionable analytics.

POPULAR BILL PAY FEATURES

  • Easily set up recurring payments.
  • Pay from multiple accounts with one click.
  • Pay any bill with just an email address.
  • Store receipts for detailed audit trail.
  • Prepare 1099-MISC forms.
  • Set tight controls on bill approval and payment.
  • Upload bills with your own FINSYNC email address or lockbox.
  • Easly track trends.
  • Sales tax tracking and reporting.
  • Purchase order module for inventory, material and supplies.
  • Employees have their own free account for submitting expenses for your approval and payment.
  • Avoid late fees by setting reminders.
  • Custom permission (work flow) setup.
  • Track expenses by department, location and associates.

INVOICING

Eliminate the distraction of collecting payments and updating accounting.

Receive all your payments electronically, even checks.

Your customers can easily pay online using their bank account, charge card or mail a check to your FINSYNC PO Box (lockbox).

Works with…

logos

and many others.

Popular Invoicing Features

  • Easily set recurring payments.
  • Activate auto payments (ACH or charge card).
  • Set tight controls on who can approve and send invoices.
  • Enable deferred revenue schedule at the time of invoicing.
  • Customize payment schedules and set alerts to automatically remind customers when payments are due or past due.
  • Track sales by department, location and associate.

BEST. CUSTOMER. SERVICE. Hands-down. These people take your accounting problems and show you how they are already solved…

Abacus Entertainment CREATIVE AGENCY, NEW YORK, NY

ACCOUNTING

Keep doing what you love with accounting on auto-pilot.

Popular Accounting Features

  • Customizable chart of accounts.
  • Easily create custom budgets and track progress.
  • Toggle between cash and accrual reports.
  • Track income and expenses by locations, departments and associates.
  • General ledger, income statement, cash flow statement and trial balance have drill-down, transaction view capability.
  • All key metrics and cash flow forecasts are calculated automatically.

Springboard

Jump-start your onboarding in a quick and easy way.

FINSYNC will help you get started with little to no effort on your part, so you have more time to do what you do best - grow your business!

What we are here to help you with

  • Input vendor list and verify billing information.
  • Import customer list and contract information.
  • Import all open invoices and open bills.
  • Set up and verify chart of accounts.
  • Verify accuracy of opening balances.
  • Set up default accounts for income and expenses.
  • Input associate information and verify that pay rate and tax information is accurate.

What Our Customers Have To Say

Just started using FINSYNC about 6 months ago, because of the lack of time I had in my week to go into QuickBooks and keep everything organized. I can say I was skeptical to switch after using QuickBooks for 5 years, but have fallen in love with the program after seeing how easy it is to organize my jobs, employees’ time, and get bills/invoices sent.

The Jaxon Group HOME SERVICES, ATLANTA, GA