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What is expex?

We begin by dedicating time to comprehend your business operations and needs, which paves the way for a seamless onboarding experience with Carly. After this initial step, we set up a meeting to connect Carly with your financial accounts and QuickBooks. Once that connection is established, we formally introduce Carly to you and your team, allowing you to concentrate on your core business while Expex and Carly take care of all your bookkeeping requirements. Whenever something needs your attention, Carly promptly notifies you, ensuring that you stay on top of critical accounting tasks. Each month, Expex delivers well-structured financial reports that you can review with your team, CPA, or other financial consultants. By the close of the year, you will receive tax-ready financials, which removes the hassle of any last-minute cleanup or catch-up, enabling your CPA to initiate your tax return without delays. Carly, an automated bookkeeping solution created by Expex, is adept at learning your transaction processing needs and notifying you of necessary actions, all while providing insightful analyses of your financial standing. This integration not only simplifies your bookkeeping processes but also equips you with the confidence to make sound financial decisions. With this comprehensive support, you can focus on growing your business while ensuring your finances are managed efficiently.

What is FINSYNC?

FINSYNC is dedicated to empowering small and mid-sized enterprises through cutting-edge software and exceptional customer support, aiming to facilitate their success. Our payments platform enables businesses to streamline and gain centralized control over their financial transactions. We provide a comprehensive suite of services, including invoicing, bill payment, payroll, accounting, financing, and cash flow management, which together foster growth in innovative and exciting ways. By connecting entrepreneurs with a virtual network of specialists, we ensure they receive unparalleled assistance tailored to their unique journeys. You can be paired with a financial expert who is ideally suited to help elevate your business, offering invaluable support in areas such as bookkeeping, financial analysis, accounting, and corporate strategy. FINSYNC enhances operational efficiency and reduces costs while delivering superior analytics, improved customer service, and quicker access to capital via the FINSYNC Lending Network. Our commitment to excellence ensures that businesses are not only supported but also thrive in an ever-evolving marketplace.

Media

Media

Integrations Supported

QuickBooks Online

Integrations Supported

Inner Fence Credit Card Terminal
PayPal
Stripe

API Availability

API Availability

Pricing Information

$19.50 per month
Free Version
Free Trial Offered?

Pricing Information

$10.00/month
$10/month - Payment
$45/month - Cash Flow Management (Accounting, Invoicing, Bill Pay, Cash Flow Management)
$30/month - Payroll
$20/month - Projects
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

expex

Date Founded

2015

Company Location

United States

Company Website

expexinc.com

Company Facts

Organization Name

FINSYNC

Date Founded

2011

Company Location

United States

Company Website

www.finsync.com

Categories and Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Fraud Detection
General Ledger Entry

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Expense Tracking
Fixed Asset Management
General Ledger
Nonprofits
Payroll Management
Project Accounting
Purchase Orders

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
General Ledger Entry
Vendor Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Expense Report

Approval Process Control
Invoice Management
Receipt Management
Reimbursement Management
Time Tracking
Workflow Management

Financial Management

Budgeting & Forecasting
Cash Management
Financial Reporting
Project Management
Revenue Recognition

Financial Reporting

"What If" Scenarios
Balance Sheet
Cash Management
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Job Costing

Budgeting & Forecasting
Invoice Management
Quotes / Estimates
Time Tracking

Loan Origination

Customer Database
Document Management
Loan Processing
Online Application

Loan Servicing

Accounting Management
Business Loans
Customer Database
Loan Processing

Medical Accounting

Not specified

Payment Processing

ACH Check Transactions
Debit Card Support
Mobile Payments
Online Payments
Recurring Billing

Payroll

Attendance Management
Benefits Management
Compensation Management
Deductions Management
Direct Deposit
Multi-State
Reporting/Analytics
Self Service Portal
Vacation / Leave Tracking
W-2 and 1099 Preparation
Wage Garnishment

Project Tracking

Collaboration Tools
Cost-to-Completion Tracking
Milestone Tracking
Status Tracking
Time & Expense Tracking

Recurring Billing

Customer Portal
Invoice History
Multi-Period Recurring Billing
Payment Processing
Subscription Billing

Time Clock

Hourly Employee Tracking
Messaging
Mobile Access
Online Punch Card
Payroll Management
Reporting/Analytics
Salaried Employee Tracking
Sick Leave Tracking
Vacation / Leave Tracking

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Trucking Accounting

Not specified

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