All The Services & Software You Need to Succeed In One Easy To Use Platform

You can get started with services or software or select the complete solution to get all your finances in sync and grow your business with less time and better results.

Start with the services and software you need, seamlessly add as you grow.


Scroll to see the many ways of getting started


Get Best-in-Class Relationship Banking

FINSYNC is offered through banks and credit unions to help you save time, money and get in sync with your banker for a best-in-class banking experience. Search to see if your bank accounts sync with FINSYNC or get matched to a relationship banker based on your unique needs.


Get the Best Card-Processing Solution

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


Get the Right Person at the Right Time

We've built a network of top-tier accountants in partnership with our financial institution partners, interviewing tens of thousands of accountants, to be able to match you based on your budget, proximity, industry, accounting needs and business objectives.


Get the Right Insurance at the Right Time

We help you get 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.


Get Paid Faster, Pay Bills Easier

You can sync your accounts to FINSYNC to save time and money with electronic invoicing and bill pay.


  • Request a payment using only someone’s email and receive however they want to pay - card, ACH or check
  • Checks are converted to ACH so you receive all payments electronically

Bill Pay

  • Pay anyone using their email address, they can choose to accept ACH or check
  • Checks are mailed on your behalf so you never have to buy stamps again

Process Payroll with Confidence & Lower Cost

You can pay employees, contractors, contributions and payroll taxes online with just a few clicks, with fast onboarding and friendly support if you need help.

  • Accurately pay W2 employees & 1099 contractors
  • Have employees track time and expenses
  • Eliminate mistakes with payroll tax deposits

Automate Accounting & Control Cash Flow with Ease

Accounting happens automatically as you use FINSYNC to manage cash flow.

  • See all bank and credit card activity in one place
  • Plan for upcoming income and expenses with intuitive charts and calendars
  • Manage projects and automate accounting

Get All Your Finances In Sync

Centralize control of payments, process payroll, automate accounting and manage cash flow with less time and better results.

  • Payments
  • Payroll
  • Accounting & Cash Flow Management

When you combine innovative software with unmatched services, you’ll experience financial harmony and the best way to grow your business with less time and better results.

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Software Software Software Services Financial Harmony Accounting & Cash Flow Management P ayroll P ayments Banking & Financing Card Processing Insurance Book k eeping & Accounting

Finances Are Better When Everything &
Everyone Is In Sync

Services FinSync Quickbooks Gusto Expensify TSheets Harvest
Bill Pay
Expense Reimbursement
Time Clock
Time Sheets
Cash Flow Management