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 Add Your First Bank Account in FINSYNC

Users & Permissions

• How to Remove Administrative Users
• Adding Users and Modifying User Permissions (Sharing and Inviting Users)

Account Profiles

• How to Set Up & Edit Your Company Profile
• How to Create Additional FINSYNC Profiles
• How to View Your Subscription Billing Information
• FINSYNC Billing Schedule and Records
• How to Set Up a Funding Account for FINSYNC Subscription Billing
• How to Switch Your Default Business Profile

General Information

• Understanding Transactional and Additional Fees
• Choosing Your Sign-in Start Page
• Contact FINSYNC for Questions and Support
• How to Reset a Password
• FINSYNC and Multifactor Authentication (MFA)
• How to Change Profile Ownership (Email & Password)
• FINSYNC Password Requirements