FINSYNC users can create or be associated to more than one business platform profile. Each business platform profile is considered a unique company. Creating additional business platform profiles can be used in situations where an individual is the owner of two or more businesses and can benefit from using the same FINSYNC login to access multiple business platform profiles.
Note: Each business platform profile has it's own subscription level and will need separate designated default bank accounts for payments, invoices and FINSYNC subscription charges.
Follow the steps below to create a new business platform profile:
1. Log into your FINSYNC account go to the Home screen. Hover the dial pad on the bottom left of the screen and click Profiles.
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2. Click +New Profile
3. Complete the required fields for your new business platform profile and click Submit.
4. Within the FINSYNC Business Platform, you are now able to toggle between your businesses (profiles) without using separate login credentials. Hover over the icon in the top right to view your options.
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Related Articles:
How to Switch Your Default Business Profile
How to Set Up & Edit Your Company Profile