This is the most common troubleshooting question we receive. The vast majority of cases have a straightforward explanation. Work through the checks below in order before contacting support.
Check 1: When did Finoya last sync?
Look at the top bar of your Finoya dashboard. It shows the date of the last successful sync and the date of the next scheduled sync. Finoya syncs your accounting data once every seven days.
If your accounting software has had new transactions, payments, or invoices since that last sync date, Finoya will not show them yet. The dashboard reflects the state of your accounting software at the time of the last sync, not right now.
If the sync date looks recent and the numbers still do not match, continue to the next check.
Related article: Why has my data not changed? (Common Questions: Data, Sync and Features) |
Check 2: Are you comparing the same time period?
Finoya displays data for the current period as defined by your accounting software settings. If your accounting software is set to a different financial year end or reporting period than what you are looking at in Finoya, the figures will appear to differ even though both are technically correct.
Check that the time period shown in Finoya matches the period you are looking at in your accounting software before assuming there is a discrepancy.
Check 3: How does Finoya calculate the figures?
Some metrics in Finoya are calculated differently from how your accounting software presents them. The most common differences:
Finoya metric | What to know |
Cash in Bank | Pulls from bank account balances recorded in your accounting software, not from your actual bank directly. If bank feeds are not reconciled in your accounting software, this figure may lag. |
Projected Money In | Only includes invoices that have been raised and are outstanding in your accounting software. It does not include expected revenue that has not yet been invoiced. |
Projected Money Out | Only includes bills that have been entered as payables in your accounting software. Expenses paid directly without first being recorded as bills will not appear here. |
Gross Profit | Calculated as revenue minus cost of goods sold. If your accounting software categorises some costs differently, the figure may differ from a report you run manually. |
Burn Rate | Calculated as average monthly operating expenses based on your most recent data. If you have unusual one-off costs in the period, your burn rate may look higher than typical months. |
Overdue Invoices | Based on the original due date recorded on each invoice in your accounting software. If due dates were entered incorrectly at source, invoices may appear overdue when they are not, or vice versa. |
Check 4: Is the data entered correctly at the source?
Finoya reads what is in your accounting software. It cannot correct errors that exist at the source. Common data quality issues that cause mismatches:
• Invoices dated incorrectly, which places them in the wrong period
• Transactions categorised under the wrong account type, affecting P&L and ratio calculations
• Bills recorded as expenses rather than as payables, which removes them from Projected Money Out
• Bank transactions imported but not reconciled, leaving the bank balance out of date
• Duplicate transactions entered in the accounting software
Open your accounting software and check the underlying records for the figures in question. If the error exists in your accounting software, correcting it there will flow through to Finoya at the next weekly sync.
Check 5: Is the accounting software connection still active?
A broken connection means Finoya may be showing data from an older sync. Check whether your accounting software connection is active in your accounting platform account settings. If it shows as disconnected, the sync has stopped and the dashboard reflects the last successful pull.
Related article: My accounting software shows as disconnected or token expired (Common Questions: Data, Sync and Features) |
If none of the above explains the discrepancy
Contact support via the chat and include the following:
• Which specific figure does not match and what the difference is
• The metric name and which Finoya screen it appears on
• What your accounting software shows for the same figure
• The date of the last sync shown in your top bar
• Which accounting platform you are connected to
The more specific you are, the faster the support team can identify whether it is a calculation difference, a data quality issue, or a genuine platform bug.