Improve your business and operations in no time
Improve your business and operations in no time
FINSYNC
FINSYNC, powered by WaFd Bank, helps businesses simplify accounting, gain control of cash flow, and get paid faster with CollectEarly™. By automating bookkeeping, visualizing projections, and streamlining payments, you save time, reduce stress, and focus on growing your business.
Cash flow management
Best for: scaling up your business, minimizing financial risk, and gaining more over your cash flow.
- See all bank and credit card activity in one place
- Cash flow projections to plan for seasonality
- Plan for upcoming income and expenses with intuitive charts and calendars
- Track profitability in real time
- Training and support resources available with dedicated support reps based in the U.S.
Accounting automation
Best for: reconciling books and creating intuitive workflows.
- Bridge accounting with business operations
- Track income and expenses by department, location, and associate
- Robust reporting and document retention
- Transaction reports, audit trail, and customizable chart of accounts
- Make single and recurring journal entries
- Clear and concise workflows
CollectEarly™
Best for: getting paid in hours, not weeks.
- Works with your current invoicing software
- Create an invoice or drag and drop an existing invoice into FINSYNC
- Funds can get deposited in your synced WaFd account in hours
- For on-site jobs, utilize the ability to invoice and upload before & after photos on the spot
- Low 2.5% fee (less than fees to accept credit cards)
- Accounts receivable financing
How Our Business Payment Solutions Compare
| Product/feature | Best for | Key benefit |
|---|---|---|
| Accounting automation | Busy owners managing operations | Simplifies bookkeeping and reporting |
| Cash flow management | Planning ahead for growth | Forecasts income and expenses with clarity |
| CollectEarly™ | Businesses waiting on invoices | Get paid in hours, not weeks |
Accounting automation
- Best for: Busy owners managing operations
- Key benefit: Simplifies bookkeeping and reporting
Cash flow management
- Best for: Planning ahead for growth
- Key benefit: Forecasts income and expenses with clarity
CollectEarly™
- Best for: Businesses waiting on invoices
- Key benefit: Get paid in hours, not weeks
Our knowledgeable and experienced bankers are ready to help.
Expand your financial capacity with our integrated business banking solutions, designed to scale with your goals.
REMOTE DEPOSIT CAPTURE
Submit your bank deposit using a simple desktop scanning device
- Save time, no need to drive your deposits to the bank
- Receive credit faster
- Access images of deposited items
PAYMENT PROCESSING SERVICES
Accept payments anywhere with the most up-to-date technology
- Terminal payments (card present)
- E-commerce (card not present)
- Industry-leading security
- Solutions for platforms and developers
LOANS & LINES OF CREDIT
Get the funding you need to support cash flow, working capital, or other needs
- SBA Loans and Lines of Credit
- Business Loans and Lines of Credit
- Business Credit Cards
Subject to credit approval.
Navigate your business confidently with expert knowledge and guidance.
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