You can add and sync your business related Bank Accounts and Credit Cards to see all of your business financial informatioin in one place:
Note: Debit cards do not need to be added/synced. Transactions related to debit cards will be in the bank account associated with the debit card and will appear as part of the associated bank account in FINSYNC.
1. Gather your online banking login and password information for each bank account. This should be the same credentials used to access each account's online banking features using the related bank's website. It is also helpful to have your account and routing numbers available for reference.
2. Within the Business Platform (or FINSYNC Home), click Banking.
3. Click Add New from the left menu.
4. Check to confirm the Sync option is selected and click the Continue button.
5. Confirm the starting date from which to import past transactions. The default date should be the first date of the current year.
It is recommended to leave the date as 1/1 of the current year and then click Continue.
Note: Most banks have a default of pulling in transactions up to 90 days back from the current date of the initial sync. This setting is managed by each bank meaning you will likely only see transactions 90 days or less pull into your FINSYNC profile. If older transactions need to be added they can by imported manually. Click HERE to view a tutorial on how to complete this.
6. A confirmation screen will display to confirm specific details that are shared using our integration partner (Finicity/Mastercard) to securely gather data from your bank.
Click Next
7. You may be prompted for your mobile number as a step in the process.
Enter your mobile number and click Next or click Maybe later
8. Enter the verification code sent to your mobile number abd click Verify
9. Locate your bank on the screen or type the name in the Search for your bank box.
Tips for Searching and Locating Your Bank: Larger banks may have multiple options. Your specific type of credit card or bank account may be found easier using a single word as your search term.
- Try using different search terms. Sometimes the bank name that you are familiar with does not match the listed name.
- Example: The bank that most of us know as BB&T is listed as BB Business Bank, which can be found by searching "BB."
- Example: Instead of searching "JP Morgan Chase Bank Commercial Card" try using only "Chase" and find your specific credit card or bank account type from the list of results. In this case it is listed as "Chase J.P.Morgan".
- If you choose the incorrect bank, do not worry, you can always go back!
10. After searching and locating your bank, click on the bank name and then click Next
Note: Your bank may have different options for business vs personal bank accounts
11. The next prompt will be entering your login credentials for you financial institution in order to access and select the account(s) you want to add and sync. Enter your credentials (login ID, password and for some accounts, your company ID) and click Submit.
Note: The image below is an example and will vary depending on the financial institution.
12. The next screen will provide a list of available accounts for this bank and the login ID used. Select one or multiple accounts to indicate which accounts should be sync'd with FINSYNC. After selecting the desired accounts, click the Save button.
Note: The image below is an example and will vary depending on the financial institution.
13. A confirmation screen will display indicating the bank and the number of accounts selected.
- If you have accounts at another bank, you can click the Add another bank button and repeat the same steps for the other bank and account(s).
- If you are finished with selecting banks and accounts, click the Submit button.
14. After identifying the bank(s) and account(s), a confirmation screen will display the accounts available to add/sync. Review and confirm the accounts and then click the Continue button.
15. Congratulations! You have now configured your account(s) to sync with FINSYNC.
Please note that it may take several minutes for the initial sync to process and display transaction history in FINSYNC. You can continue to use other areas of FINSYNC while this sync takes place.
You can add additional accounts to be synced at any time by repeating the same steps.
Below is some general information about syncing accounts with FINSYNC:
- The sync process takes place daily (typically in the overnight hours)
- The sync process downloads transactions through the previous business day (since the previous sync)
- The sync process occurs on weekdays. Weekend transactions activity will appear on Tuesday as activity using Monday's date. (This may depend on how your bank handles transactions)
Related Articles:
How To Import Bank Transactions
How to Add Your First Bank Account in FINSYNC