At the end of every month, we understand there is a closing process that needs to be done in your accounting software before your financials are ready to be pulled into Finmark.

In order to eliminate low monthly balances before your books are closed, Finmark allows you to choose the day of the month that we start to pull your updated actuals.

Step 1: Navigate to your settings section.


Step 2: Scroll to the bottom right to find the Integrations section.


Step 3: Click on the 3 dot edit button and select "Set Sync Date"


Step 4: Choose your desired date and press Save


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