The New FINSYNC Partner Portal Is LIVE!

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With a full schedule, making the most of the time spent interacting with customers is paramount. This is where the FINSYNC Partner Portal becomes a valuable resource.

In the new FINSYNC Partner Portal, you can:

  • Offer FINSYNC in the branch or from the field.
  • Connect with businesses about their specific needs in less than 2 minutes.
  • Serve your business customers more efficiently on One Platform.
  • Save your business customers valuable time and money with FINSYNC.
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The FINSYNC Partner Portal is an engaging platform that empowers you to offer every small business customer a solution for payments, payroll, accounting, or cash flow management. They can be current customers or prospects. You can invite them to connect through FINSYNC when they come to the branch or when you visit their business. By offering FINSYNC to your customers, you can tackle specific pain points like creating digital payments, calculating payroll taxes, and producing financial statements.


In less than two minutes, you can invite a new small business customer to connect with you through FINSYNC, recommend the appropriate FINSYNC plan type that solves their business needs, and share videos that highlight the benefits of FINSYNC. This streamlined approach ensures your customers benefit from the initial momentum of your conversations about FINSYNC and how it can help their business grow.

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Serving your customers is about meeting them where they are. Allowing them to dictate the speed and path of the journey. The Partner Portal streamlines this process for you because your customers can choose to watch the videos and onboard without a demo. However, if you have specific notes about serving this customer better, you can include that in your invite, and those notes will only be seen by FINSYNC.


The Partner Portal saves your customers time and money in two ways, first, by offering immediate access to the FINSYNC platform through an accelerated onboarding process. Second, it helps small business owners grow their businesses more effectively with better processes around payments, payroll, accounting, and cash flow management.

As the driving force behind this innovative platform, you take on a pivotal role in the eyes of your customers. You can provide tailored solutions that cater to each customer's unique financial needs, building trust and fostering lasting relationships. The Partner Portal helps you directly contribute to your business customer's success.

Start using the Partner Portal TODAY to offer, connect, serve, and save.

What is FINSYNC?

FINSYNC allows your small business customers to run their businesses on One Platform. They can send and receive payments, process payroll, automate accounting, and manage cash flow.

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Before you get started


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.

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?