- The Assessment Shows
- Strong demand, but systems and execution were the constraint.
- What Changed
- Put a framework in place matched to a business like his
- Connected operations so banking, payments, accounting, and payroll work together
- Tracked the key metrics that moved the business forward and stayed funding-ready
Build forWhat’s Next.
Bring banking, payments, cash flow, accounting, and payroll together for greater visibility and control — and less time spent managing software.
Financial operations start at $18/mo, $75/mo with Accounting, or $115/mo with Accounting + Payroll.
Everything Financial, In Sync.
Each part works on its own. Together, activity flows between them, so your books, cash position, and payroll stay current without duplicate work.
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Banking
Connect the accounts you already use, or open business checking through a partner bank.
- Connect bank and credit card accounts
- Open business checking through a partner bank
- Balances and transactions in one view
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Invoicing & Payments
Send invoices and reminders, and accept ACH, cards, and checks.
- Recurring invoices and automatic reminders
- Accept ACH, cards, and checks
- Payments post straight to your books
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Bill Pay
Pay bills and vendors from the same place you manage cash flow.
- Schedule vendor and recurring payments
- Approvals before anything goes out
- Every payment lands in cash flow
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Cash Flow
See your position in real time and plan for what is coming.
- Real-time cash position
- Forecast upcoming income and expenses
- Spot shortfalls weeks ahead
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Accounting
Automated bookkeeping and reconciliation as activity flows through FINSYNC.
- Automated bookkeeping and reconciliation
- Transactions categorized as they clear
- Financial statements ready when you need them
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Payroll
Pay employees and contractors and manage filings, connected to your books.
- Pay employees and contractors
- Payroll taxes and filings managed
- Wages and taxes flow into accounting
How it comes together.
-
01
Connect your accounts
Bank and card accounts sync in, so balances and transactions live in one place.
-
02
Money moves through one system
Invoices, payments, bills, and payroll all post to the same set of books.
-
03
Your numbers stay current
Cash flow, reports, and Key Metrics update as the business operates.
Who helps: bookkeepers, accountants, and financial professionals in the FINSYNC network.
30K+ entrepreneurs supported
2,000+ financial partners, part of 1,800+ nationwide
40% less administrative time and cost
What Changes
When Your
Finances Connect.
Click a story to see what changed.
Simplify the business so you can focus on growing it.
Start free. Add financial operations when you are ready.
Financial operations start at $18/mo, $75/mo with Accounting, or $115/mo with Accounting + Payroll.