Banking
Understand FINSYNC's Banking features to help manage your business and cash flow.
- How to Sync When Adding Bank & Credit Accounts
- How to Reconcile a Bank Account
- Bulk Categorization of Transactions
- Overview of Banking Transaction Fields
Payments
Discover FINSYNC's powerful payments platform for invoicing, bill pay and more.
- Getting Started with Payments
- Receiving Payments
- Sending Payments
- What Your Customer Receives When You Request Payment or Send an Invoice
Cashflow
View income and expense trends/projections at a glance to better understand the health of your business.
See all articles
Payroll
Explore FINSYNC's full service payroll options for your business
- Required Info for FINSYNC Payroll
- How To Complete the Initial Payroll Setup
- Associate Portal Overview
- How to Adjust Payroll Period Forward
Projects
FINSYNC's Projects module allows for easy and accurate job-cost tracking
- Overview of Projects
- How to Link Project Expenses & Bills
- Tasks Explained in Projects
- How to Add Associate's Time as an Administrator
Accounting
FINSYNC's accounting tools provide visibility into your business finances with easy to understand exportable reports
- General Ledger Account Types Explained
- How to Run Comparative Reports
- Locating the 1099 Report
- Reports: A/R Aging Explained
Getting Started
New to FINSYNC? Use these helpful articles in order to familiarize yourself with some of key areas of the FINSYNC software.
- How to Set Up & Edit Your Company Profile
- How to Set Up a Funding Account for FINSYNC Subscription Billing
- Choosing Your Sign-in Start Page