FinSync - bookkeeping software eliminates manual processes by automating client onboarding and syncing bank accounts in real-time. No more requesting statements, deposit slips, or check images—everything is seamlessly accessible, reducing interruptions and allowing you to focus on your work.

FinSync- Bookkeeping Software

Key Obstacles in Bookkeeping

Manual Tracking of Accounts

Bookkeepers need to manually track multiple bank accounts for each customer, a process that is time-consuming and prone to errors, especially as the number of clients grows.

Financial Data Security

Clients are increasingly concerned about the security of their bank details. Bookkeepers can not store their passwords and increase their risk.

Different Bank Formats

Different banks provide statements in different formats, making it difficult for bookkeepers to consolidate and analyse financial data efficiently. Each format requires manual adjustments, adding complexity to the process.

Multiple Banks & Financial Accounts

Customers can have Checking, Savings, Credit and other accounts. Some customers have Bank Accounts across different banks for the same business.

Reminders for Bank Statements

Bookkeepers frequently have to remind customers to send their updated bank statements, causing delays in maintaining up-to-date financial records, especially when customers are unresponsive.

What Does FinSync - Bookkeeping Offers?

Email Trigger System

An automated email system is integrated to send links via customer will link their bank accounts with the solution. This streamlines communication and reduces the manual burden on bookkeepers.

Automated Customer Onboarding and Bank Account Linking

The system automates the process of onboarding new customers and linking their bank accounts. This reduces the need for manual data entry and verification, saving time and minimizing errors. It allows for a more efficient setup, especially when dealing with large numbers of customers.

Periodic Bank Statement Syncing + Manual Syncing

The solution automatically syncs bank statements at set intervals, ensuring that financial data is always current and accurate. Additionally, manual syncing is available, allowing bookkeepers to update data immediately when needed, such as for audits or special reporting purposes.

Single Format Across Different Bank Accounts

This feature ensures that financial data from various bank accounts, each with potentially different formats, is standardized into a unified format. This eliminates the complexity of managing multiple banks with inconsistent data structures, making it easier for bookkeepers to work across accounts seamlessly.

Secure and User-friendly Interface with 100% Solution Ownership

The platform offers a secure, easy-to-use interface that ensures bookkeepers can manage financial data without relying on third-party systems. "100% solution ownership" means that the user's data will be on their premises, ensuring data security and operational independence.

Key Features of
FinSync - Bookkeeping Software

Customer Management

Easy onboarding with an intuitive dashboard to manage multiple clients.

This feature allows bookkeepers to onboard new clients swiftly. The intuitive dashboard provides a centralized interface for managing various clients, enabling users to track multiple accounts and financial data efficiently. It simplifies client management, making it easier to handle a large client base.

Bank Account Integration

The solution is integrated with PLAID or AA companies to get real-time account data.

FinSync can be integrated with various major account aggregators like PLAID, allowing for real-time syncing of financial data. This feature reduces the need for manual input, ensuring that bank transactions and statements are automatically updated, and allowing bookkeepers to access accurate and current account information at all times.

Financial Reports

Generate detailed reports in various formats (CSV, Excel, PDF).

The solution provides the facility to download the account data into 3 different formats, such as CSV, Excel, and PDF.   

What Our Client Say

" Having clients give you read only access a lot less work than you bugging them for statements, deposit slips, and check images every month. "

Finance & Accounting Agency with 80+ clients

How Does it Work?

Step-1

Add Customer

To add a new customer, fill in their details such as name, email address, and phone number.secure link will be sent to the customer's email, allowing them to connect their bank account.

Step-2

Connect Account via Plaid

Plaid enables the user to link different types of accounts, such as checking, savings, investments, credit, and business/loan accounts.

Step-3

Access Bank Accounts

Once the customer adds their bank account via link. Then you can view the account details and their transaction history with opening and closing balance of articular period.

Step-4

Manages and Download report

Real-time data from the accounts enables efficient transaction tracking and management, with the option to download reports in multiple formats, including CSV, PDF, and Excel.

Benefits

Unified Customer Data

All customer data is consolidated across various accounts into a single platform.

Reduced Manual Tasks

Finsync is designed to reduce 95% of manual bookkeeping tasks.

Feature Scalability

New features can be easily added based on evolving needs.

Subscription Model

Standard

$249/mo

Schedule Demo

Add up to 20 customers
Automatic Monthly Data Sync
Download financial data in Excel

Premium

$349/mo

Schedule Demo

Add up to 60 customers
Automatic Monthly Data Sync +Manual Sync
Download financial data in Excel, CSV & PDF

Custom

For your own branded solution please fill out the form our sales Representative will reach out to you within 1 to 2 days.

Ready to Streamline Your Bookeeping?

Schedule Demo

Call Now

How long is the trial period for FinSync?

We offer a 7-day free trial with full access to all features. This allows you to explore the platform in a secure and private environment and see how it can improve your bookkeeping processes before committing.
What are the system requirements to use FinSync?

FinSync is a cloud-based solution that can be securely accessed from any web browser, so no additional software installation is required.
Can FinSync work with multiple banks?

Yes, FinSync supports integration with a wide range of banks, allowing seamless syncing of financial data from multiple accounts in a secure and private manner, making it easier to manage all client information in one place.
What is FinSync Solution?

FinSync Solution is a comprehensive and secure software platform designed to simplify bookkeeping for accountants and bookkeepers. It automates customer onboarding, syncs bank accounts, and provides real-time access to financial data in a secure and private environment.
Does FinSync work for bookkeepers managing multiple clients?

Absolutely! FinSync is designed to handle multiple client accounts securely, making it easy to switch between clients and access the relevant financial data with a few clicks
What type of financial data can FinSync sync?

FinSync can sync bank transactions, statements, deposits, and check images, providing comprehensive financial insights for better bookkeeping management—all in a secure and private environment.
How does FinSync ensure data accuracy and security?

FinSync uses industry-standard encryption and security protocols to protect your data. Real-time syncing minimizes manual entry errors and ensures that financial data is always up-to-date and accurate. We comply with data privacy regulations and partner with trusted providers like Plaid, which adheres to ISO 27001, ISO 27701, and SOC 2 Type II security standards.
How does FinSync protect the data collected from Plaid?

FinSync takes privacy and security seriously. All data collected from Plaid is encrypted using AES-256 encryption and transmitted via TLS protocols. We also implement multi-factor authentication and ensure that all data processing activities comply with relevant security standards, such as ISO 27001 and SOC 2 Type II, to maintain secure and private data integrity and confidentiality.
How does FinSync automate client onboarding?

FinSync streamlines the onboarding process by enabling clients to connect their bank accounts directly to the platform, ensuring secure, private, and instant access to their financial data without the need for manual document uploads.

Some of Fintegration clients

Our Services

Our Products

Fintech APIs