👋Welcome to Sync Finance Documentation

Sync Finance is continuously improving. Check this documentation regularly to discover the latest features and updates added to the platform.

Overview

Welcome to the official documentation of Sync Finance — your all-in-one financial dashboard designed to simplify bookkeeping and financial tracking for entrepreneurs, freelancers, and small businesses.

With Sync Finance, you can track your income, expenses, debts, and products/services, all from one streamlined interface. Whether you're managing a single project or overseeing multiple clients, this platform helps you stay organized, compliant, and in control of your financial data.

🌟 What You Can Do with Sync Finance

Here’s a quick overview of what the platform offers:

• 🧾 Track your income and expenses

• 🔁 Create recurring revenues and expenses (monthly subscriptions, regular bills, etc.)

• 📁 Attach files to each transaction for better documentation

• 📊 Visualize your financial data by month or year

• 📌 Organize with custom categories for revenues and expenses

• 🌐 Multi-language support for your panel interface

• 📥 Import your data quickly from external sources

• 📤 Export clean financial reports in PDF format

• 🔒 Manage your access via a secure, subscription-based system

📚 What You’ll Learn in This Guide

This documentation will walk you through all the key features and usage flows. Here's what we'll cover:

1. Creating an Account & Activating Your Subscription → How to register, activate your panel, and access your dashboard.

2. Getting Started with the Platform → Dashboard overview, settings, and first configuration steps.

3. Adding an Expense → Learn how to record a one-time or recurring expense.

4. Adding a Revenue Entry → Input your income manually or as a recurring payment.

5. Managing Debts → Register debts and update them as they’re paid over time.

6. Creating and Managing Categories → Customize your transaction labels for better filtering and reports.

7. Registering Products & Services → Add, edit, and track the items you sell or purchase.

8. Importing Data → Bulk import transactions using .csv or .xlsx files.

9. Exporting Reports in PDF Format → Generate yearly or monthly reports with one click.

10. Changing the Panel Language → Use the interface in English, French, German, or Italian.

11. Uploading Attachments to Transactions → Upload and link receipts, invoices, and contracts to each entry.

Get Started

We've put together some helpful guides for you to get setup with our product quickly and easily.

🔐Create Your Account & Activate Your Finance Panel🗃️Create Your Categories Before Recording Transactions🌐How to Change the Panel Language