Everything in Finoya is built on data from your accounting software. Understanding how and when that data syncs is important for interpreting what you see on the dashboard and knowing when a figure is current versus when it may be a week old.
How the sync works
Finoya syncs with your accounting software once a week. After each sync, all of your financial data in Finoya is updated: your cash balance, invoices, bills, expenses, sales figures, and all derived metrics including your Cash Flow Health score and forecast.
The top bar of every Finoya screen shows two pieces of sync information:
• Sync On [date]: the date your data was last successfully synced. Everything you see in Finoya reflects your accounting data as of this date.
• Next Sync: [date]: when the next automatic sync is scheduled.
What this means for your numbers
If today is Tuesday and your last sync was the previous Thursday, the figures you see in Finoya reflect your financial position as of Thursday. Any invoices raised, bills paid, or transactions recorded since Thursday will not appear until the next sync.
This is important to keep in mind when:
• You have recently collected a large overdue invoice but your Cash Flow Health score has not moved yet
• You have paid a significant bill but it still appears as outstanding
• Your bank balance in Finoya does not match what you see in your bank account today
None of these situations mean something is wrong. They mean the data reflects the last sync date. The numbers will update on the next sync.
Your first sync
When you first connect your accounting software to Finoya, the initial sync can take some time depending on how much history your accounting platform holds. During this process, your dashboard will show placeholder or zero values while the data is being processed.
Do not disconnect and reconnect your accounting software during this process. Wait for the initial sync to complete. Once it finishes, all of your historical data will be available and your dashboard will populate fully.
History in accounting software | Expected initial sync time |
Less than 1 year | Under 30 minutes |
1 to 3 years | 30 to 60 minutes |
3 to 5 years | 1 to 2 hours |
More than 5 years | Up to 3 hours |
Note If your dashboard still shows all zeros or placeholder values after 4 hours and the Sync On date has not updated, contact support. Include your accounting platform name and the time you first connected. |
How to make the most of the weekly sync
Because data syncs weekly, the accuracy of your Finoya dashboard depends on how current your accounting software is before each sync runs. If you update your accounting software weekly before the sync, your Finoya data will closely reflect your actual position. If your accounting software is updated infrequently, your Finoya numbers will lag behind reality.
The three practices that have the biggest impact on data quality:
• Raise invoices the same day work is delivered or goods are shipped
• Enter bills as soon as you receive them, not when you pay them
• Reconcile your bank account in your accounting software at least weekly
Related article: My numbers do not match my accounting software (Collection 8: Troubleshooting) if figures look inconsistent |