The following payroll providers are compatible currently with Finch's integration with PensionPro. Compatibility is determined by the following factors:
- Daily syncs with the provider
- Access to relevant data required for the PensionPro integration
- Access to historical pay statement information
- Straightforward sponsor authentication
Compatible providers:
- ADP Run
- ADP Workforce Now
- Alphastaff
- Dayforce (Ceridian)
- Gusto **See notes below for setup**
- Insperity
- Justworks
- Paychex Flex
- Paycom
- Paycor
- Paylocity
- Quickbooks Online
- Sequoia One
- TriNet PEO **See notes below for setup if Gusto in NOT listed in Finch Connect**
- UKG Pro
- UKG Ready
- Workday
The following providers are also compatible with a 2 day turnaround time:
- ADP TotalSource (ADP WFN)
- ADP Comprehensive Services (ADP WFN)
- Patriot
- Paytime (SAAS HR)
- PayNW (SAAS HR)
- Payroll Office of America (SAAS HR)
- Prism HR
- G&A Partners (Prism HR)
- Payroll Solutions (Prism HR)
- C2 (Prism HR)
- Vfficient (Prism HR)
- VensureHR (Prism HR)
- Resourcing Edge (Prism HR)
- InfinitiHR (Prism HR)
- EngagePEO (Prism HR)
- QuestCo (Prism HR)
- Amplify HR (Prism HR)
- Cognos HR (Prism HR)
- Creative Business Resources (Prism HR)
- EmPower HR (Prism HR)
- Sheakley (Prism HR)
TriNet Setup
- When authenticating in Finch Connect, plan sponsors will be given directions to log in to their TriNet account to get an API token for the integration. They will choose the integration named Finch Retirement Data.
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Once the connection is live on your dashboard, send an email to developers@tryfinch.com with the following information:
- Request that we configure the ein for the plan sponsor
- Company name (from finch dashboard, not the customer name)
- EIN that is show in PensionPro
Gusto Setup
Gusto requires TPAs to complete a Terms of Service one time that will enable Gusto in Finch Connect for all their plan sponsors.
If someone sent you a Finch Connect link and Gusto is not listed on the Provider selection screen, please reach out to the person who sent you the link and notify them that you would like to connect with Gusto and they need to follow the directions below.
If Gusto is listed, then you are good to go because that means the service agreement was already signed by the TPA.
If you are a direct Finch customer (you have a Finch Dashboard) and created a Finch Connect link and Gusto is not listed, your company needs to complete a terms of service to enable Gusto.
- Email implementation-team@tryfinch.com from your company email so we can identify you as our customer. Let us know that you are a TPA that uses our PensionPro integration (if you are not please reach out to the person who sent you this link) and would like to sign the service agreement for Gusto access. We will send you a link for the service agreement.
- Fill out the form in that link to generate a contract (it may take a minute to load when you complete the form in the link). The contract that is generated will be emailed to you.
- After you have signed the contract, reply to the ticket you created in step one (when you sent the email to implementation-team) to let Finch know the contract has been signed.
- We will confirm with Gusto that they have received the contract then configure and enable Gusto for your plan sponsors to create connections.