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.

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

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.

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.

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

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.

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.

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.

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.

The Pay-as-you-go pricing model charges businesses based on their actual usage of Plaid’s services. This is ideal for startups or companies that prefer to avoid upfront costs. Charges are typically based on the volume of API calls or the number of connected users.

Yes, businesses can upgrade to a higher-tier plan as their needs grow. Plaid offers flexibility to scale by customizing plans to accommodate increased usage or additional product features.

Plaid’s pricing for businesses typically follows a tiered structure that may include: Pay-as-you-go plans for smaller companies or startups. Custom pricing for enterprises, which depends on usage volume, product types, and additional services. Details on specific pricing are generally provided upon request from Plaid.

Plaid does not charge transaction fees directly to consumers. However, businesses pay for Plaid services, which may include per-user fees, API call fees, or subscription-based fees depending on their chosen plan.

Plaid bills businesses based on their usage of its API. For example: Charges may vary depending on the number of API calls made or specific product integrations used (e.g., Auth, Transactions, or Income). Companies often receive monthly invoices reflecting their usage.

Yes, individuals can use Plaid at no cost. Plaid does not charge consumers to connect their financial accounts to apps and services. Instead, Plaid's business model involves charging companies that use its API for integration.

Is there a fee for consumers to connect their accounts using Plaid?

Plaid sometimes offers discounts or promotional pricing for startups or businesses in their early stages. You can inquire about these offers during the onboarding process or through Plaid’s sales team.