Stop Chasing Clients for Passwords. Convert 12 Months in 15 Minutes.
QuickFinSync gives your practice client-side statement ingestion, passwordless magic links, and embeddable calculators that position your firm as the modern authority.
1. Passwordless Client Portals
Send clients a single secure upload link. QuickFinSync auto-verifies statement checksums, checks for scans, and notifies you when files are ready. 100% auto-purged after 7 days.
2. 12-Month Batch Catch-Up
Drop 12 to 24 monthly bank PDFs in one batch. Our engine eliminates month-end overlapping transactions, validates beginning/ending balances, and outputs a single Web Connect .QBO file.
3. Free Firm Website Embeds
Embed our interactive Stripe fee calculator and bank statement checksum auditor directly into your firm website blog or client portal with a simple 1-line iframe code snippet.
Embed Free Accounting Tools on Your Firm Website
Attract inbound small business clients searching for transaction calculations. Copy and paste these responsive iframe widgets directly into WordPress, Squarespace, or Webflow:
<iframe src="https://quickfinsync.com/embed/stripe-fee-calculator" width="100%" height="520" frameborder="0"></iframe><iframe src="https://quickfinsync.com/embed/bank-statement-checksum-audit" width="100%" height="560" frameborder="0"></iframe>Need Multi-Seat Firm Licensing or Custom Accounting Feeds?
Whether you are an independent CPA or a 20-person bookkeeping agency, we offer firm invoicing, custom COA mappings, and dedicated support.
All firm partner inquiries receive direct priority review within 4 business hours.