Our API is a secure connection that doesn't share password data and can be revoked at any time via the accounting platforms. We will redirect you to the authorization page for the accounting platform to sign in and begin importing your data.

Watch this brief tutorial to learn more:

Once your account is connected, the initial sync will take about 5-10 minutes. Finmark will sync with your General Ledger. Your chart of accounts, cash balances, revenue, payroll expenses, and detailed transactions will populate in the actuals section and the expenses section in Finmark.

It's a one-way sync from your accounting platform to Finmark; Finmark does not push any changes back to the accounting platform. This ensures that your accounting data will not be impacted by any changes made in Finmark.

Please see the table below for a general overview of syncing details for the supported accounting integrations:

If you decide to skip during the initial login phase, you can connect in the settings section.

Select your organization and continue to authenticate.

Once you are brought back to Finmark, you can begin setting up your departments and organizing expenses.

In Finmark, we automatically provide commonly used system generated departments.

You can customize your departments in Finmark by going to the Departments section of your Account Settings. We recommend reviewing and setting up your departments while you're waiting for the initial sync to process.

Step 1: Go to your Account Settings and scroll down to Departments.

Step 2: Click the pencil icon to add custom departments.

Step 3: Select the category, then enter the name of the department and click Save.

During the initial sync, you are required to complete a one-time organization of your chart of accounts. This will allow you to organize your expenses by department to ensure the proper mapping. Please follow the steps below to complete this step:

Step 1: Go to the Expenses Section, and click Organize.

Step 2: Once all of the expenses have been mapped to the correct department, click save.

From here, you will see your expenses organized by class & department in the Expense Summary Section.

Step 1: Next to each expense account, click Edit All Options.

Step 2: Fill out the required details for each expense account, then repeat for the remaining expenses.

As you'll see, Finmark has an Employees/Contractors section for all Payroll Expenses and an Expenses section for Non-Payroll Expenses. During the initial import of your expense accounts, please mark any payroll related expense account as "Payroll". This will transfer the expense account to the Employees / Contractors section to ensure your total payroll actuals are accurate and you are not double counting your future payroll expenses.

Examples of Expense Accounts that should be marked as Payroll:

Follow the steps below to learn how to mark an expense account as payroll related.

Step 1: Click Edit All Options to the right of the expense account. Scroll down to the bottom of the expense module and select yes for "Is this a payroll expense (related to salary benefits or taxes)?"

Step 2: Any expense account marked as payroll will be transferred to the Employees / Contractors section and listed under Payroll Expenses.

Please Note:

Please Note: Finmark will automatically update data from the prior month for any new updates in your accounting platform. For example, on December 1st Finmark will automatically import data from November (Unless the Sync Date is set for a specific day)

This will automatically prompt Finmark to initiate an import of your accounting data on the selected date each month.

For example, if you select the 15th Finmark will automatically import data from the prior month on the 15th of the current month.

Finmark automatically syncs with your accounting platform every 24 hours. If you've made changes in your accounting platform and would like them to be reflected in Finmark right away, you can manually re-sync your data.

To do so, click on the refresh button in the integrations settings to prompt the new sync manually.

In Finmark, you can create linked expenses custom map data from your accounting platform to Finmark. This allows you to budget based on any combination of the criteria listed below:

When you connect your accounting platform, your expense accounts will likely have multiple journal entries attached. We recommend using linking expenses if you are setting a budget based on the criteria highlighted below.

Step 1: In the Expenses Section, click +Add > Expense

Step 2: Select the Linking Criteria such as "Vendors" or "Items" from the dropdown menu. Then, add the filtering term and choose the logic (contains or equals).

Step 3: Confirm the following entries to attach to your new expense, and then click save.

Step 1: In the Expense Section, go to the Expense Details page to see the timeline view of your expenses. From here, expand your departments & expense accounts to view the details of each expense.

Step 2: Click on the puzzle icon under the given month to view a list of individual expenses.

Once clicked, this will open a pop-up with your expense details.

Available in the Reports Section of Finmark.

Vendor Spend Report:

Balance Sheet:

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