All the Software & Services to Succeed in One Easy-To-Use Platform

Customers LoveGet best-in-class relationship banking

Peace of MindGet the best financing options using a number scoring system based on your payments history and cash flow metrics, your FINSYNC Score, which helps lenders work together to meet your changing needs.

Value AddGet matched to the ideal card-processing solutions consultant based on your location, line of business, equipment & software needs, processing volume and support preferences.

Big Time SaverGet matched to right person at the right time based on your budget, proximity, industry, accounting needs and business objectives.

Value AddGet in sync with an insurance agent that can get to know you, your business, and your employees to be sure you and your employees have the right insurance at the right time.

Value AddEnable ACH and credit card processing

Customers LoveRequest a customer pay using email and accept however they want to pay (ACH, card or check)

Customers LoveSend a vendor a payment online via ACH or check

Send a simple or detailed invoice with line items for products, services, and sales tax if applicable; email invoice or print and mail

Create a simple or detailed bill with line items to support multiple memos or categories; Pay bills online using ACH or check mailed on my behalf

Print a check from your Payments Dashboard using blank check stock

Create a customer quote and turn this into an invoice upon their approval

Create and send a sales order and turn this into an invoice when approved by customer

Create a purchase order and turn this into a bill

Set invoices and bills to be recurring

Add people to your team who can add invoices and bills for your review and approval

Customize payment schedules

Add attachments to invoices and bills for your records and additional remittance advice

Big Time SaverManage service and inventory items and easily add these to invoices and bills

Customers LoveEnable your customers and vendors to create their own free FINSYNC Payments Inbox to maintain online payment information and remittance details for faster, more efficient payments and better reporting

Add your company logo to all electronically sent or printed and mailed invoices

Big Time SaverProcess bill payments in bulk

Easily duplicate existing invoices/bills to save time on creating new item

Customers LoveAutomatically remind customers of outstanding invoices

Customers LoveAutomatically process customer invoice payments with ACH drafts

Easily see customer activity including total quotes, orders, PO, invoices and payments

Run all types of payment reports

On RoadmapSend invoices in batches

On RoadmapHave more design options to your invoice template and more easily select recurring invoice options

On RoadmapPrint checks with a QR code so recipients can deposit electronically

On RoadmapHave built-in late fee calculator on invoices

On RoadmapReport on sales tax collections with the help of a sales tax lookup service to support wherever you may be selling

Customers LoveAdd employees and pay rates and have payroll taxes calculated automatically and accurately, guaranteed FINSYNC offers three payroll options: -Direct Deposit -Paycard -Check cut

Add 1099 contractors and process with payroll

Big Time SaverHave payroll tax returns filed on your behalf automatically

Customize payroll cycle

Big Time SaverPay employees with direct deposit (recommended)

Pay employees using pay cards as an alternative to direct deposit

Produce a pay stub using FINSYNC and pair with your own check for net payroll

Invite employees and contractors to track time

Invite employees and contractors to track expenses

Process payment for expenses part of payroll or separately through bill pay

Add people to my team who can help process payroll with my review and approval

Big Time SaverIntegrate payroll with project management

Create individual employee profiles to set custom pay rates, PTO accruals and tracking, and more

Run all types of payroll reports

Issue W-2's and 1099s to employees and contractors, in a timely manner, to ensure yearly tax compliance

Customers LoveGet friendly support if you need it

Customers LoveSync all your bank and charge card accounts so you can see all transactions in one place

Big Time SaverSee transactions are automatically categorized

Import old transactions and securely store to back up what you have with your bank and to maintain for much longer than your bank may support

Split transactions across multiple categories for more detailed reporting

Big Time SaverAutomatically reconcile transactions with invoices, bills and payroll

Reconcile bank statements with reports

Easily add any manual transactions I processed

Big Time SaverSelect up to 50 transactions to be recategorized at the same time

On RoadmapManage IOLTA accounts with greater ease, confidence and protections

On RoadmapTransfer funds between any synced bank account or charge card

Customize chart of accounts

Big Time SaverRun cash and accrual accounting reports

Make single and recurring journal entries

Report by attributes, such as department, location and associate

Develop dashboard of key indicators

View, print, download and share all types of reports (income statement, balance sheet, trial balance, accounts receivable, accounts payable, general ledger)

Easily drill-down beyond reports to transaction level data

Add and manage assets and liabilities

Track appreciation and depreciation on assets and liabilities

Customers LoveView an audit trail of all activity by user

Export to CSV and PDF

On RoadmapDuplicate journal entries, per-line-item tax and do so more quickly

On RoadmapSet custom filters (date range, transaction type, customer and vendor amount, dollar amount) to produce a simple listing of transactions that meet the selected criteria

On RoadmapDrill-down on more report types so you can easily get to indivdual source transactions and easily return from the transaction to the report

On RoadmapLock previous periods containing transactional data from edits or changes to have closed reports

On RoadmapCreate a list of customer transactional detail for a selected period of time along with the customer's balance that can be emailed, printed or part of a message for two FINSYNC customers

On RoadmapChoose to divide GL account numbers into parts that allow for sub-accounts

On RoadmapMore easily manage assets and liabilities and match with the transactions that support

Customers LoveSee current and projected cash flow through helpful charts, graphs and calendars

Big Time SaverMake what-if scenarios to help plan, prepare and get solve cash flow problems ahead of time

Peace of MindTrack access to financing options automatically

Customers LoveAccess a proportional graph representing all customer invoices with the ability to filter according to status, customer and month.

Customers LoveAccess a proportional graph representing all vendor bills with the ability to filter according to status, vendor and month

Visually see how much of my payroll expense is allocated to individual employees on each pay run

Big Time SaverView a graphical presentation of my Income/Expense trends

Access a visual representation of your General Ledger with options to filter reported information.

See a visual breakdown of all my expenses and income according to adjustable time frames.

Visualize a breakdown of payroll trends based on individual assocaites and timeframes

Access to graphs representing a breakdown of all existing Quotes, Orders and Purchase Orders

On RoadmapBuild your own dashboard with custom charts, graphs, alerts and more

On RoadmapReceive timely, actionable information or alerts without having to log into the platform, all customizable and delivered on a frequency you set

On RoadmapChoose to receive an email on a frequency of your choosing, which summarizes key data you select you would like to receive from your profile, such as account balances, invoice and bill summaries and updates, and upcoming transactions

Big Time SaverAdd employees and contractors and invite them to track time and expenses on projects

Customers LoveTrack time and expenses by phase and task

Easily assign tasks to employees for them to complete

See timesheets and entries made by a stopwatch

Budget using a simple or detailed system

Big Time SaverAutomate project invoicing

Customers LoveIntegrate with payroll accounting and cash flow forecasting

Customers LoveProcess a payment in person (credit card or ACH)

Customers LoveRequest a customer pay using email and accept payment via ACH or credit card

Customers LoveSend a vendor a payment online via ACH or check

Big Time SaverInvoice associates and contractors to their own portal for tracking time and expenses

On RoadmapSee all your bank and credit card transactions on your mobile phone, a more simple version than the desktop experience (Mobile Banking)

On RoadmapRecord expenses and mileage as part of mobile banking, along with receipt image capture and attachments (Mobile Expense Capture)

On RoadmapSee helps charts and graphs that help you understand cash flow on the go more quickly (Mobile Dashboard)

Customers LoveInvite many users to your profile without additional fees

Customers LoveControl who sees and does what (fine grained user entitlement)

Big Time SaverSet permissions for approving or skipping bill and invoice approval process

Get user assistance within the platform via text and video

Customers LoveGet timely, friendly support via email, chat or phone

Import lists of contacts to more easily create customers and vendors with whom you can send and receive payments

Export lists of customers, vendors, invoices, bills and more directly from the data grids that contain this information, with the exported list mirroring whatever filters you had set for the grid (Data Export)

On RoadmapManage documents, PDF and other, tied to customer and vendor activity and transactions

On RoadmapWe are building a marketplace made up of some of your favorite applications, all based on your feedback.

On RoadmapExperience a system that knows what you want to do before you need to do it so you can get more done with less time, and realize value more quickly