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financeSYNC

financeSYNC

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Overview

Simplify and Automate Basic Accounting Tasks

financeSYNC is a cloud-based iMIS integration that simplifies and automates basic accounting tasks while providing valuable insights. This real-time sync replaces the manual process of exporting from iMIS and importing into certain accounting systems, including Sage Intacct, QuickBooks Online, and Xero, thus saving the accounting staff time and the organization money.

By allowing users to control and conceptualize complex sets of financial data, financeSYNC revolutionizes what can be done in nonprofit and association accounting. The easy-to-use, intuitive platform allows users to generate insights from financial data that contribute to improved decision-making and organizational success. The result is more streamlined financial processes, greater clarity in financial decision-making, and greater chances for mission success.

Key Benefits:

  • Automated integration between iMIS and Sage Intacct/QuickBooks Online/Xero.
  • Game-changing ability to assign Sage Intacct dimensions/QuickBooks Online classes/Xero categories information to iMIS transactions.
  • Automatic posting and integration of batches from iMIS to Sage Intacct/QuickBooks Online/Xero on a nightly basis while also allowing for user-initiated integration if more immediate transfer is needed.
  • Ability to make mass corrections in the event of mis-coded dimensions.
  • Creation of item and project dimensions where needed in Sage Intacct.
  • Handling of all inter-entity transactions and iMIS deferred income, where licensed.
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