Bank Better with FINSYNC
Turn any traditional business banking offering into an all-in-one platform for better results with less time.
Access. Manage. Optimize.
See a clear financial picture with FINSYNC.
Customers Love
Bank Sync
Sync all your bank and credit card accounts so you can see all transactions in one place.
Big Time Saver
Auto Categorization
All transactions are automatically categorized so you can save time and make better banking decisions.
Big Time SaveR
Bulk Categorization
Select up to 50 transactions to be recategorized at the same time.
Big Time Saver
Auto Reconciliation
Incoming payments are automatically reconciled with invoices, bills and payroll.
Banking keeps getting better.
We develop software solutions with our bank partners that help you simplify financial management.
We use our customer feedback to constantly innovate and outperform expectations.
(On Roadmap)
IOLTA Accounts
Manage IOLTA accounts with greater ease, confidence and protections.
(On Roadmap)
Real-Time Transfers
Real-time transfer of funds between any synced bank account or credit card.
7,000 Banks and Credit Unions
One platform that syncs with all
See how easy it is to get started
FINSYNC is Offered at a Discount from Forward-Thinking Institutions That Want to See Your Business Succeed
See if your bank offers FINSYNC