What is FinSync, and who is it designed for?

FinSync is a Plaid-integrated bookkeeping solution designed for bookkeepers, accounting firms, and small businesses. It helps teams onboard clients, connect eligible bank accounts, collect financial data, and manage multiple customers from one centralized dashboard.

How does FinSync reduce manual bookkeeping work?

FinSync reduces repetitive work by syncing permitted bank data, standardizing records from different financial institutions, and allowing teams to export information for reconciliation and reporting. This means bookkeepers can spend less time chasing statements, formatting files, and manually entering transactions.

Can FinSync connect accounts from multiple US banks?

FinSync is designed to connect eligible financial accounts through data-integration providers such as Plaid and MX. Bookkeepers can bring checking, savings, credit, and other supported accounts into one workspace. Actual bank and account coverage depends on the selected provider and financial institution.

How do clients connect their bank accounts to FinSync?

The bookkeeper adds the client's details and sends a secure account-linking invitation by email. The client follows the link, selects their financial institution, and authorizes access to the permitted banking information. This creates a smoother onboarding experience without relying on monthly statement emails.

Can financial data be exported from FinSync?

Yes. FinSync supports financial-data exports for accounting, reconciliation, and reporting workflows. Depending on the selected plan, users can download information in formats such as Excel, CSV, and PDF, making it easier to work with existing bookkeeping processes.

Is FinSync suitable for bookkeeping firms with many clients?

Yes. FinSync includes customer-management features that help firms onboard and organize multiple clients from one dashboard. Its available plans currently support different customer limits, while businesses requiring greater capacity or their own branded solution can discuss a custom implementation.

Chasing down client statements. Reconciling accounts across five different banks. Sound familiar? It shouldn't have to be this way. FinSync is a Plaid-integrated bookkeeping software built specifically for bookkeepers and small businesses who'd rather spend their time on insights than admin work. With Plaid API accounting integration, onboarding new clients becomes almost effortless, and real-time financial data syncing means bank statements, deposit slips, and check images show up automatically — no more emailing clients and waiting. Backed by a trusted Plaid partnership, FinSync is bookkeeping software with bank integration that actually saves you time instead of adding another tool to manage.

FinSync - Plaid integrated Bookkeeping

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Key Obstacles in Bookkeeping

Plaid to Excel Generation

Copying bank transactions into spreadsheets takes time and can create errors. FinSync lets bookkeeping teams collect connected financial data and export it into Excel-ready formats for reconciliation, review, and reporting. This gives US accounting professionals a faster way to prepare files while maintaining a consistent process.

Plaid Bank Statements

Clients should not have to email sensitive statements or share banking passwords with their bookkeeper. FinSync provides a secure account-linking workflow that lets clients connect financial accounts directly. Bookkeepers can access permitted information while clients retain control over the connection and avoid insecure document sharing.

Different Bank Formats

Statements and transaction files often arrive in different layouts and formats. FinSync standardizes banking data into a cleaner structure, making it easier for US bookkeeping teams to review transactions, compare records, and prepare reports. This reduces time spent reformatting files before accounting work begins.

Multiple Banks & Financial Accounts

Many US businesses use checking, savings, credit, and operating accounts across different institutions. FinSync brings accounts into one centralized view so bookkeepers do not have to switch between portals or maintain separate files. Teams can review client activity efficiently and keep records organized as complexity grows.

Reminders for Bank Statements

Monthly statement requests can slow the bookkeeping cycle. FinSync reduces dependence on repeated emails by allowing connected financial data to sync based on the configuration. Bookkeepers spend less time chasing documents, while clients enjoy a smoother experience with fewer requests.

What Does FinSync - Bookkeeping Software Offers?

Email Trigger System

FinSync simplifies client outreach with an email-based account connection process. Bookkeepers can send an invitation that guides the client through linking an eligible financial account. This creates a clear onboarding path, reduces back-and-forth communication, and helps US accounting teams start sooner.

Automated Customer Onboarding and Bank Account Linking

FinSync combines customer setup and bank-account linking in one workflow. After a client is added, they can receive a secure connection request and authorize access to financial information. This reduces manual entry and gives bookkeeping teams a repeatable process for onboarding US clients.

Periodic Bank Statement Syncing + Manual Syncing

FinSync supports scheduled data collection and manual syncing when an immediate update is needed. Bookkeepers can keep records current and request a fresh sync before month-end closing, reconciliation, reporting, or client review. This balance of automation and control supports accounting deadlines.

Single Format Across Different Bank Accounts

FinSync organizes banking data in a consistent format, even when clients use different institutions or account types. Standardized records make transaction review, reconciliation, and export more manageable. US accounting teams can follow one dependable workflow instead of adapting to every bank’s format.

Secure and User-friendly Interface with 100% Solution Ownership

FinSync combines a simple interface with security and deployment options. Bookkeepers can manage clients and financial information without relying on scattered files. Firms needing a branded or customized solution can adapt FinSync around their workflow, data-control requirements, and business model.

Key Features of
FinSync - Bookkeeping Software

Customer Management

Easy onboarding with an intuitive dashboard to manage multiple clients.

FinSync provides a centralized dashboard for adding clients, reviewing connection status, and managing financial-data workflows. This helps bookkeepers and growing US accounting firms keep records organized as portfolios expand. Teams gain a clearer view of what is connected, what needs attention, and what is ready for review.

Bank Account Integration

The solution is integrated with PLAID, MX, get real-time banking & Accounting data.

FinSync can connect with supported financial-data platforms such as Plaid and MX to retrieve permitted banking information. The integration can reduce manual uploads and improve access to current account activity. Available data and institution coverage depend on the provider, client bank, and granted permissions.

Plaid Account Reconcilation

Generate detailed reports in various formats (CSV, Excel, PDF).

FinSync helps teams prepare connected banking data for review and reconciliation, with export options such as Excel, CSV, and PDF based on the selected plan or configuration. US firms gain flexible ways to work with records, share reports, and move structured data into accounting processes.

What Our Client Say

" Having clients give you read only access a lot less work than you bugging them for statements, deposit slips, and check images every month. "

Finance & Accounting Agency with 80+ clients

How Does it Work?

Step-1

Add Customer

To add a new customer, fill in their details such as name, email address, and phone number.secure link will be sent to the customer's email, allowing them to connect their bank account.