FINSYNC bills customers once a month which will include your subscription fee for the current month and any transactional and payroll charges from the previous month.
In order to access and use your FINSYNC profile, you will need to have a bank account set up as a Funding Account with routing and account number entered in order to use FINSYNC.
In order to set up a funding account for your FINSYNC profile, watch the video below or follow the steps outlined below:
1. Hover over the Company Profile Icon at the top-right of the screen and click Profile Settings.
2. From the top menu, click on the Subscriptions tab.
3. Click the green ADD FUNDING ACCOUNT button found at the bottom of your screen.
4. You are able to add your account by sync or manual.
- Syncing your account will require the username and password you use to log into your bank account website. This will pull in your bank transactions to the banking section of FINSYNC.
- Manually adding your account will not sync your transactions. Below is the information you will need to manually add your banking information.
Note: You can find your routing and account number on a paper check from your bank account. You should also be able to find this information within your bank app.
5. Click Complete at the bottom to save your changes.