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Description
FinOptimal is an innovative accounting automation solution designed to enhance efficiency by removing manual tasks within QuickBooks Online, allowing for the automation of tasks such as accruals, journal entries, spreadsheet synchronization, and real-time reporting, which ultimately helps finance teams to close their books more quickly and accurately. The flagship offerings consist of Accruer, which automates prepaid expenses, deferred revenue, fixed assets, and payroll accruals simply by specifying the time frame; Booker, which enables seamless synchronization and bulk editing of transactions in Google Sheets that are directly linked to QuickBooks; and Wrangler, which provides dynamic and customizable financial reporting based on QuickBooks data. This software seamlessly integrates with existing accounting workflows without displacing them, ensuring continuous synchronization of verified data, preventing duplicate entries, and offering users access to audit-ready backups along with valuable financial insights whenever needed. By streamlining these processes, FinOptimal not only saves time but also enhances the overall accuracy of financial reporting for businesses.
Description
FusionSync is an online tool designed to facilitate the seamless transfer of data between QuickBooks Online and Salesforce. By automating the entry of customer information, invoices, estimates, payments, and item-related data, it eliminates the need for users to input this information manually. This solution ensures that both Sales and Finance teams have immediate access to essential data without depending on intermediaries to relay the information.
Users of Salesforce and QuickBooks Online (QBO) value FusionSync for its ability to enhance operational efficiency and streamline processes. Your Sales team can successfully finalize deals in Salesforce without the risk of duplicate entries, while the accounting team receives real-time updates on financial information. Furthermore, any modifications made in QuickBooks are automatically updated in Salesforce, enabling a two-way synchronization that guarantees all team members remain informed and aligned. This ultimately leads to improved collaboration and decision-making across departments.
API Access
Has API
API Access
Has API
Screenshots View All
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Pricing Details
$29 per month
Free Trial
Free Version
Pricing Details
$10/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FinOptimal
Founded
2014
Country
United States
Website
www.finoptimal.com
Vendor Details
Company Name
Dancing Digits LLC
Founded
2025
Country
United States
Website
www.dancingnumbers.com/fusionsync/
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Product Features
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
