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Synchrony - Uploading your bank statements (PDF) to Finaloop

Connect Synchrony to Finaloop Accounting and, when we ask, download a PDF statement from your Synchrony account and upload it, so your Synchrony balances stay accurate in your books.

Written by Ryan

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Applies to: Finaloop Accounting

Finaloop Accounting, Finaloop's real-time bookkeeping and accounting service, imports your Synchrony activity automatically once you connect Synchrony as a bank account, and you can download a PDF statement from Synchrony and upload it whenever we need to confirm your balances.

In certain cases, we may need your help getting transactions or reports we can't import automatically from your bank or financial institution. We'll ask for these in a mission, a task in My missions where we ask you for information we need. Here's how to connect Synchrony, how to find the statement we need in your Synchrony account, and how to upload it to Finaloop.

1. Connect Synchrony to Finaloop

Synchrony connects to Finaloop automatically through Plaid, a secure service that links bank accounts, so your transactions flow into your books without uploads. If Synchrony isn't connected yet, follow these steps:

  1. Go to Settings → Banks & Credit Cards.

  2. Click Connect banks and cards.

  3. In Select institution, search for Synchrony and select the institution that matches your account, for example Synchrony Bank.

  4. Follow the on-screen instructions to sign in to Synchrony and choose your accounts.

Your Synchrony account then appears in Banks & Cards → Accounts overview.

Once Synchrony is connected, you only need to upload a statement when we ask for one in a mission on your Synchrony account, usually during onboarding or at year end.

2. Exporting a bank statement (PDF) from your Synchrony account

As part of our onboarding and year-end reviews, we may ask for bank statements to confirm your bank balances and keep your books accurate. Synchrony statements are PDF files of your monthly statement. Source: Synchrony's Paperless statements

What you'll need to download a statement

  • Your Synchrony account login credentials (Username & Password)

Steps to download a statement

  1. Log in to your Synchrony account using your username and password.

  2. Click on Statements.

    Synchrony account summary card with the Statements quick link outlined next to Activity and More.

  3. When the Statements panel appears, scroll down to find the relevant statement for your mission, and select Statement to download your statement file to your device.

    Synchrony Statements panel listing monthly statements, with the Statement link for October 11, 2026 outlined.

  4. Head over to your mission in Banks & Cards → Accounts overview and upload your PDF statement, following the steps in "Uploading your PDF statement to Finaloop".

3. Uploading your PDF statement to Finaloop

  1. In Banks & Cards → Accounts overview, click Review on your Synchrony account (the button shows the number of open requests, for example Review (1)).

  2. Click Review on the request.

  3. Click Upload PDF Statement and choose your file.

  4. Click Submit.

You'll see Data submitted successfully once your file is on its way to us.

Tip: Upload the PDF exactly as you downloaded it from Synchrony, without converting it or altering any data.

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Need help?

If you have any questions or trouble finding the information you need, feel free to contact us at [email protected]!

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