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.
All the Software & Services to Succeed in One Easy-To-Use Platform
We solve business problems that help you manage cash flow with less time and better results.
We’re releasing at least one new feature or improvement every single week that helps you simplify financial management. These are listed under “Features” below.
Select Plan Type:
Select Feature Category:
- Services
- Payments
- Payroll
- Banking
- Accounting
- Cash Flow Management
- Charts
- Projects
- Mobile
- User Experience
Let us know in the chat bubble.
When you sync your bank accounts to FINSYNC, in one platform you can:
- Partner Services
- Payments
- Payroll
- Banking
- Accounting
- Cash Flow Management
- Charts
- Projects
- Mobile
- Partner Services
- Payments
- Payroll
- Banking
- Accounting
- Cash Flow Management
- Charts
- Projects
- Mobile
- Partner Services
- Payments
- Payroll
- Banking
- Accounting
- Cash Flow Management
- Charts
- Projects
- Mobile
- Partner Services
- Payments
- Payroll
- Banking
- Accounting
- Cash Flow Management
- Charts
- Projects
- Mobile
Get Paid Faster, Pay Bills Easier
You can sync your accounts to FINSYNC to save time and money with electronic invoicing and bill pay.
Invoicing
- 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
Partner Services
Banking
Customers LoveGet best-in-class relationship banking
Financing
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.
Credit Card Processing
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.
Bookkeeping & Accounting
Big Time SaverGet matched to right person at the right time based on your budget, proximity, industry, accounting needs and business objectives.
Insurance
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.
Payments
Accept Payments
Value AddEnable ACH and credit card processing
Email Customer
Customers LoveRequest a customer pay using email and accept however they want to pay (ACH, card or check)
Email Vendor
Customers LoveSend a vendor a payment online via ACH or check
Invoicing
Send a simple or detailed invoice with line items for products, services, and sales tax if applicable; email invoice or print and mail
Bill Pay
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
Check Printing
Print a check from your Payments Dashboard using blank check stock
Quotes
Create a customer quote and turn this into an invoice upon their approval
Sales Orders
Create and send a sales order and turn this into an invoice when approved by customer
Purchase Orders
Create a purchase order and turn this into a bill
Recurring Templates
Set invoices and bills to be recurring
Invoice & Bill Pay Approval Process
Add people to your team who can add invoices and bills for your review and approval
Set Payment Schedules
Customize payment schedules
File Attachment
Add attachments to invoices and bills for your records and additional remittance advice
Custom Catalog
Big Time SaverManage service and inventory items and easily add these to invoices and bills
Payments Portal
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
Branded Invoicing
Add your company logo to all electronically sent or printed and mailed invoices
Bulk Bill Pay
Big Time SaverProcess bill payments in bulk
Duplicate Invoices & Bills
Easily duplicate existing invoices/bills to save time on creating new item
Payment Reminders
Customers LoveAutomatically remind customers of outstanding invoices
Enabled ACH Auto Draft
Customers LoveAutomatically process customer invoice payments with ACH drafts
Customer History
Easily see customer activity including total quotes, orders, PO, invoices and payments
Payment Reporting
Run all types of payment reports
Bulk Invoicing
On RoadmapSend invoices in batches
Invoice Customization
On RoadmapHave more design options to your invoice template and more easily select recurring invoice options
QR Code
On RoadmapPrint checks with a QR code so recipients can deposit electronically
Late Fee Calculator
On RoadmapHave built-in late fee calculator on invoices
Sales Tax
On RoadmapReport on sales tax collections with the help of a sales tax lookup service to support wherever you may be selling
Payroll
Full Service Payroll
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
Payroll For 1099
Add 1099 contractors and process with payroll
Tax Return Service
Big Time SaverHave payroll tax returns filed on your behalf automatically
Custom Pay Cycles
Customize payroll cycle
Direct Deposit
Big Time SaverPay employees with direct deposit (recommended)
Pay Cards
Pay employees using pay cards as an alternative to direct deposit
Payroll Checks
Produce a pay stub using FINSYNC and pair with your own check for net payroll
Track Time
Invite employees and contractors to track time
Track Expenses
Invite employees and contractors to track expenses
Expense Submission & Approval
Process payment for expenses part of payroll or separately through bill pay
Payroll Approval Process
Add people to my team who can help process payroll with my review and approval
Project Integration
Big Time SaverIntegrate payroll with project management
Employee Profiles
Create individual employee profiles to set custom pay rates, PTO accruals and tracking, and more
Payroll Reporting
Run all types of payroll reports
W2 Service
Issue W-2's and 1099s to employees and contractors, in a timely manner, to ensure yearly tax compliance
Live Support
Customers LoveGet friendly support if you need it
Banking
Bank Sync
Customers LoveSync all your bank and charge card accounts so you can see all transactions in one place
Auto Categorization
Big Time SaverSee transactions are automatically categorized
Import Transactions
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
Split transactions across multiple categories for more detailed reporting
Auto Reconciliation
Big Time SaverAutomatically reconcile transactions with invoices, bills and payroll
Reconcile Reports
Reconcile bank statements with reports
Add Transactions
Easily add any manual transactions I processed
Bulk Categorization
Big Time SaverSelect up to 50 transactions to be recategorized at the same time
IOLTA Accounts
On RoadmapManage IOLTA accounts with greater ease, confidence and protections
Balance Transfers
On RoadmapTransfer funds between any synced bank account or charge card
Accounting
Custom COA
Customize chart of accounts
Reporting
Big Time SaverRun cash and accrual accounting reports
Journal Entries
Make single and recurring journal entries
Granular Reporting
Report by attributes, such as department, location and associate
Charts
Develop dashboard of key indicators
Reports
View, print, download and share all types of reports (income statement, balance sheet, trial balance, accounts receivable, accounts payable, general ledger)
Transactional-Level Reporting
Easily drill-down beyond reports to transaction level data
Asset/Liability Management
Add and manage assets and liabilities
Appreciation/Deprecation Tracking
Track appreciation and depreciation on assets and liabilities
Audit Trail
Customers LoveView an audit trail of all activity by user
Export Reports
Export to CSV and PDF
Duplicate Entries
On RoadmapDuplicate journal entries, per-line-item tax and do so more quickly
Transaction Report
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
Drill-Down Capabilities
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
Closed Periods
On RoadmapLock previous periods containing transactional data from edits or changes to have closed reports
Customer Statements
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
Account Segmentation
On RoadmapChoose to divide GL account numbers into parts that allow for sub-accounts
Asset & Liability Management
On RoadmapMore easily manage assets and liabilities and match with the transactions that support
Cash Flow Management
Charts & Graphs
Customers LoveSee current and projected cash flow through helpful charts, graphs and calendars
Scenario Planning
Big Time SaverMake what-if scenarios to help plan, prepare and get solve cash flow problems ahead of time
Financing Possibilities
Peace of MindTrack access to financing options automatically
Charts
Invoices Chart
Customers LoveAccess a proportional graph representing all customer invoices with the ability to filter according to status, customer and month.
Bills Chart
Customers LoveAccess a proportional graph representing all vendor bills with the ability to filter according to status, vendor and month
Payroll Chart
Visually see how much of my payroll expense is allocated to individual employees on each pay run
Income/Expenses Graph
Big Time SaverView a graphical presentation of my Income/Expense trends
General Ledger Chart
Access a visual representation of your General Ledger with options to filter reported information.
Income/Expenses Chart
See a visual breakdown of all my expenses and income according to adjustable time frames.
Payroll Chart
Visualize a breakdown of payroll trends based on individual assocaites and timeframes
Income Related Graphs
Access to graphs representing a breakdown of all existing Quotes, Orders and Purchase Orders
Customizable Dashboard
On RoadmapBuild your own dashboard with custom charts, graphs, alerts and more
Alerts & Reminders
On RoadmapReceive timely, actionable information or alerts without having to log into the platform, all customizable and delivered on a frequency you set
Daily Digest
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
Projects
Project Portal
Big Time SaverAdd employees and contractors and invite them to track time and expenses on projects
Project Time
Customers LoveTrack time and expenses by phase and task
Task Assignment
Easily assign tasks to employees for them to complete
Track Time
See timesheets and entries made by a stopwatch
Project Budgeting
Budget using a simple or detailed system
Project Invoicing
Big Time SaverAutomate project invoicing
Project Integrations
Customers LoveIntegrate with payroll accounting and cash flow forecasting
Mobile
Mobile Processing
Customers LoveProcess a payment in person (credit card or ACH)
Mobile Invoicing
Customers LoveRequest a customer pay using email and accept payment via ACH or credit card
Mobile Bill Pay
Customers LoveSend a vendor a payment online via ACH or check
Employee Portal
Big Time SaverInvoice associates and contractors to their own portal for tracking time and expenses
Mobile Banking
On RoadmapSee all your bank and credit card transactions on your mobile phone, a more simple version than the desktop experience (Mobile Banking)
Expense Capture
On RoadmapRecord expenses and mileage as part of mobile banking, along with receipt image capture and attachments (Mobile Expense Capture)
Mobile Dashboard
On RoadmapSee helps charts and graphs that help you understand cash flow on the go more quickly (Mobile Dashboard)
User Experience
Profile Sharing
Customers LoveInvite many users to your profile without additional fees
User Entitlement
Customers LoveControl who sees and does what (fine grained user entitlement)
User Permissions
Big Time SaverSet permissions for approving or skipping bill and invoice approval process
Digital Support
Get user assistance within the platform via text and video
Live Customer Support
Customers LoveGet timely, friendly support via email, chat or phone
Data Import
Import lists of contacts to more easily create customers and vendors with whom you can send and receive payments
Data Export
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)
Files
On RoadmapManage documents, PDF and other, tied to customer and vendor activity and transactions
Integrations
On RoadmapWe are building a marketplace made up of some of your favorite applications, all based on your feedback.
Being A Better Host
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