How to Create Additional FINSYNC Profiles

FINSYNC users can create or be associated to more than one business profiles. A business profile is considered an additional company. This option can be used in situations where an individual is the owner of two or more companies and can benefit from using the same FINSYNC login to access multiple business profiles. 

Note: Each business profile has it's own subscription level and will need separate designated default bank accounts for payments, invoices and FINSYNC subscription charges.

To create a new business profile that you control, follow the steps outlined below:

1. Mouse over the Company Profile Icon in the top-right of the screen and select Account Settings.

Account Settings-1

2. Within the Account Settings screen, select Profiles from the left menu.


3. Select + New Profile

Screenshot 2023-02-21 143856-1

4. Complete the required fields for your new business profile and select Save.

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Related Articles: 

How to Switch Your Default Business Profile

How to Set Up & Edit Your Company Profile

How to Edit Customer Profiles

How to Edit Vendor Profiles