Cash Flow Management Software That Helps You Grow Your Agency More Profitably

FINSYNC provides businesses with an all-in-one payments platform that helps them centralize control of payments, process payroll, automate accounting, manage cash flow and connect with their personal banker, accountant and insurance agent online.

Additionally, FINSYNC is working on a cash flow management application for individuals that will be live in 2021.

The mission is to help businesses and individuals manage cash flow more successfully with innovative software and unmatched services, backed by a network of top-tier bankers, accountants and insurance agents.


Insurance Agency Owners Are Invited to Join the Network as Charter Members

For a limited time, you can join as a Charter Member for $100 per month and receive the following benefits...

No long-term contract required


At no charge, your agency can use FINSYNC’s complete solution for payments, payroll, accounting and cash flow management.

A savings of $1,620 per year for an
agency with 5 employees.


Instead of the traditional 10%, you can earn 30% revenue share when you refer FINSYNC to businesses for cash flow management.

100 referrals could add an additional
$70,000 in recurring revenue.

Grow Your
Customer Base

FINSYNC will match you with businesses and their employees looking for an agent in your market.

 A savings of $125 per month starting
April 2021.

Approve & Close
More Policies

Coming in 2021: You will be able to use a portal to connect with any other member of the Network to approve and close more policies.

 A great way to acquire new customers
and increase retention.


“FINSYNC’s all-in-one solution saves me time and money, so I can focus on growing my agency. I would recommend it to other agency owners.”
Mary Ponsness Agency Owner, Farmers Insurance

Listen to Mary's Story