Client intake is undertaken in a multitude of ways, which may include online forms, Salesforce Flows, or manual data entry.
Once the client's information has been completely entered into Salesforce, including all Financial Accounts, a "Sync All" button on the Household Account will update all the records related to the Household (and the household itself) to be marked for syncing to the FP Software.
You can then either manually click the Sync buttons in the Settings page, or you can create a Sync Schedule to automatically sync to the FP Software by batch on a regular basis.
If you require a seamless process from intake to syncing to FP Software, you can configure your Salesforce Org to default the status of all the relevant objects to "Sync to FP Software" and have your Scheduled Sync running.
However if you would like to review the data before approving it to be synced, you can use the manual Sync All Button to trigger marking of the records to be synced.