One Platform. Every Step of Your Business.

From your first idea to scaling operations, FINSYNC connects your tools, data, and relationships into one system so your business runs smoother and grows faster.

Trusted by entrepreneurs working with business coaches, advisors, bankers, and other financial partners nationwide.

Build the Right Team to Start, Grow, and Scale Your Business
THE PLATFORM ADVANTAGE

Platform + People, Working in Sync Saves You Valuable Time

Here’s what makes that possible:

FINSYNC connects your tools and data into one platform so routine work happens automatically, giving you more time to connect with partners, advisors, and opportunities that actually move your business forward.

Because businesses scale through relationships — not software.

  • Save Time
  • Build Relationships
  • Grow Faster

Built Around How Businesses Actually Grow

FINSYNC is organized into core capabilities that support every stage of your journey.

Business Services

Start with clarity. Build with confidence.

Create your profile, register your business, complete your Business Checklist, apply proven Business Frameworks, and connect with trusted partners who help you build and grow with confidence.

Business Planning

Turn ideas into direction.

Define your problem, articulate your value, build your plan and financial projections, and structure your business using proven frameworks that guide real growth.

Cash Flow

See everything. Control everything.

Connect your bank accounts, track every transaction, send invoices, get paid faster, pay bills, and manage your cash flow in real time from one dashboard.

ACCOUNTING

Automation without complexity.

FINSYNC automatically organizes and categorizes transactions, keeps your books up to date, and gives you clear financial visibility without manual work.

PAYROLL

Pay your team with confidence.

Run payroll, manage compliance, and track compensation seamlessly inside the same platform that runs your finances.

The Value of One Platform

Most businesses don’t realize how much time and money they lose switching between systems until it’s too late.

FINSYNC lets you start connected — so you never have to rebuild your foundation later.

One Platform, All The Connections

When registration, funding, accounting, payroll and relationships work together, your business grows stronger.

Each FINSYNC plan builds on the one before it. Click any category to compare point solutions vs how you can get everything in one platform.

FEATURES

Prices
Business Registration
EIN Services
Registered Agent
Operating Agreement
Investment Capital
Annual Compliance
Domain & Email Registration
Virtual Address & Mailbox
Business Phone
Website Services
Local Financial Services
Local Professional Services
Banking Services
Community Support
Funding
Business Credit Builder
Automated Approvals & Alerts
Bank & SBA Financing
Community Capital
Alternative Financing
Start at$0/mo
Start at$0/mo
Start at$0/mo
Start at$15/mo
Start at$39.99/mo
Start at$0/mo

FEATURES

Prices

Unlimited Users
Business Ideation Tool
AI Powered Business Planning
Financial Projections
Sync Bank Accounts
Account Reconciliation
Invoicing
Categorize Transactions
Bill Pay
Quotes, Sales Orders & Purchase Orders
Cash Flow Tools & Charts
Access to Collect Early
Payment Reports
$18/mo
$38/mo
$25/mo
$61.92/mo
$20/mo
$23/mo

FEATURES

Prices

Number of Users
Payments
Invoicing
Bill Pay
Built-In Workflow & Permissions
Automated Payment Reminders
Enable Auto Payments
Quotes, Sales Orders & Purchase Orders
Recurring Templates (Invoices & Bills)
Customizable Payment Schedules
Duplicate Invoice & Bills
Expense Reimbursement
Receipt Capture
Attaching Support Documents
Cash Flow Tools & Charts
Inventory Management
Sales Tax
Multiple Currencies
Attributes (Track Income & Expense by Department, Location, Associate)
Bank Feeds
Bulk Categorization
Bulk Invoicing
Bank Reconciliation
Financial Statement Reports
Manual Journal Entries
Built-In Payroll
Total Monthly Fee with Payroll
Transactional Fees
Unlimited Payrolls
Time & Project Tracking
Dedicated Onboarding Client Support
Quartlerly Tax Filing In All States
Dedicated Support
Mobile Payroll
W2 & 1099 Fillings
Employee Portal Profiles
Custom Pay Cycles
Direct Deposit
Payroll Checks
Track Expenses
Project Integration
Payroll Reporting
Expense Submission & Approval
Payroll for 1099
$75/mo
Unlimited
On Roadmap
On Roadmap
On Roadmap
$95/mo.
$4/ee per Run
$115/mo
5
$160/mo.
$4/ee per Run
$90/mo
1
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
$69.42/mo
1
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
$70/mo
10
$110/mo.
N.A.
$65/mo
1
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.
N.A.

FEATURES

Prices

Transactional fees
Unlimited Payrolls
Dedicated Onboarding Client Support
Quarterly Tax Filing In All States
Dedicated Support
Mobile Payroll
W2 & 1099 Filings
Employee Portal Profiles
Custom Pay Cycles
Direct Deposit
Payroll Checks
Track Expenes
Project Integration
Payroll Reporting
Expense Submission & Approval
Payroll for 1099
$40/mo
$4/ee/run
$125/mo
$6.50/ee/run
$39/mo
$5/ee/run
Limited
$109/mo
$4/ee/run
Add-On
$80/mo
$12/ee/run
$109/mo
$8/ee/run
Start Business Services & Funding
Build Business Planning & Platform
Grow Accounting
Scale Payroll
FEATURES
Prices
Starts at$0/mo
Starts at$0/mo
Starts at$0/mo
Starts at$15/mo
Starts at$39.99/mo
Starts at$0/mo
Business Registration
EIN Services
Registered Agent
Operating Agreement
Investment Capital
Annual Compliance
Domain & Email Registration
Virtual Address & Mailbox
Business Phone
Website Services
Local Financial Services
Local Professional Services
Banking Services
Community Support
Funding
Business Credit Builder
Automated Approvals & Alerts
Bank & SBA Financing
Community Capital
Alternative Financing
Show More Less
Features
Prices
$18/mo
$38/mo
$25/mo
$61.92/mo
$20/mo
$23/mo
Unlimited Users
Business Ideation Tool
AI Powered Business Planning
Financial Projections
Sync Bank Accounts
Account Reconciliation
Invoicing
Categorize Transactions
Bill Pay
Quotes, Sales Orders & Purchase Orders
Cash Flow Tools & Charts
Access to Collect Early
Payment Reports
Show More Less
Features
Prices
$75/mo
$115/mo
$90/mo
$69.42/mo
$70/mo
$65/mo
Number of Users
Unlimited
5
1
1
10
1
Payments
Invoicing
Bill Pay
Built-In Workflow & Permissions
Automated Payment Reminders
Enable Auto Payments
Quotes, Sales Orders & Purchase Orders
Recurring Templates (Invoices & Bills)
Customizable Payment Schedules
Duplicate Invoice & Bills
Expense Reimbursement
Receipt Capture
On Roadmap
Attaching Support Documents
Cash Flow Tools & Charts
Inventory Management
Sales Tax
On Roadmap
Multiple Currencies
Attributes (Track Income & Expense by Department, Location, Associate)
Bank Feeds
Bulk Categorization
Bulk Invoicing
On Roadmap
Bank Reconciliation
Financial Statement Reports
Manual Journal Entries
Built-In Payroll
Total Monthly Fee with Payroll
$95/mo.
$160/mo.
N.A.
N.A.
$110/mo.
N.A.
Transactional Fees
$4/ee per Run
$4/ee per Run
N.A.
N.A.
N.A
N.A.
Unlimited Payrolls
N.A.
N.A.
N.A.
Time & Project Tracking
N.A.
N.A.
N.A.
Dedicated Onboarding Client Support
N.A.
N.A.
N.A.
Quartlerly Tax Filing In All States
N.A.
N.A.
N.A.
Dedicated Support
N.A.
N.A.
N.A.
Mobile Payroll
N.A.
N.A.
N.A.
W2 & 1099 Fillings
N.A.
N.A.
N.A.
Employee Portal Profiles
N.A.
N.A.
N.A.
Custom Pay Cycles
N.A.
N.A.
N.A.
Direct Deposit
N.A.
N.A.
N.A.
Payroll Checks
N.A.
N.A.
N.A.
Track Expenses
N.A.
N.A.
N.A.
Project Integration
N.A.
N.A.
N.A.
Payroll Reporting
N.A.
N.A.
N.A.
Expense Submission & Approval
N.A.
N.A.
N.A.
Payroll for 1099
N.A.
N.A.
N.A.
Show More Less
Features
Prices
$40/mo
$125/mo
$39/mo
$109/mo
$80/mo
$109/mo
Transactional fees
$4/ee/run
$6.50/ee/run
$5/ee/run
$4/ee/run
$12/ee/run
$8/ee/run
Unlimited Payrolls
Dedicated Onboarding Client Support
Quartlerly Tax Filing In All States
Dedicated Support
Mobile Payroll
W2 & 1099 Fillings
Employee Portal Profiles
Custom Pay Cycles
Direct Deposit
Payroll Checks
Track Expenses
Project Integration
Payroll Reporting
Limited
Expense Submission & Approval
Add-On
Payroll for 1099
Show More Less
zoho books
zoho books
gusto

We Listen!

If we don’t meet your needs today, we would LOVE to hear from you. We’re releasing at least one new feature or improvement every single week based on feedback.

Why This Matters

Point solutions solve individual problems.
Platforms solve business complexity.

With FINSYNC, you don’t just get software — you get:

Connected
Financial Data

United
Operations

Real-time
Visibility

Trusted Partner
Access

Faster Funding
Readiness

Because running a business shouldn’t require managing a stack of disconnected tools.

Build Stronger From Day One

Start with one profile. Run everything in one platform. Grow with the right partners behind you.

We're here to help with innovative software and unmatched service.

Apply For Business
Checking Account

Before you get started

1

We are not able to service these businesses at the moment:

  • Crypto Currency and Money Services
  • Privately Owned ATMs
  • Marijuana-Related
  • Gambling
  • Money Services Business
  • Business headquartered outside of the U.S.
2

At this time we are offering online business checking accounts through bank partners in these states:

  • Arizona
  • California
  • Idaho
  • Nevada
  • New Mexico
  • Oregon
  • Texas
  • Utah
  • Washington

Is your business in one of these states?