FinSync- Bookkeeping Software

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2024-09-30 08:00:04

Bookkeepers need to manually track multiple bank accounts for each customer, a process that is time-consuming and prone to errors, especially as the number of clients grows.

Clients are increasingly concerned about the security of their bank details. Bookkeepers can not store their passwords and increase their risk.

Different banks provide statements in different formats, making it difficult for bookkeepers to consolidate and analyse financial data efficiently. Each format requires manual adjustments, adding complexity to the process.

Customers can have Checking, Savings, Credit and other accounts. Some customers have Bank Accounts across different banks for the same business.

Bookkeepers frequently have to remind customers to send their updated bank statements, causing delays in maintaining up-to-date financial records, especially when customers are unresponsive.

An automated email system is integrated to send links via customer will link their bank accounts with the solution. This streamlines communication and reduces the manual burden on bookkeepers.