Sound familiar?
- • One person enters a transaction directly into the client’s books — no one else reviews it before it posts.
• Work gets passed back and forth through email and spreadsheets just to confirm what’s already been done.
• Approvals happen outside your system — in messages, calls, or memory — with no record of who approved what.
• Errors aren’t caught during the work — they’re found later, after they’ve already impacted the books.
Your firm doesn’t lack tools — it lacks a system that keeps everything in check before it reaches the ledger.
Syncrea™ is the layer that fixes it before anything reaches the ledger.
How Syncrea keeps bad data out of your client’s books.
Syncrea ensures every transaction is reviewed, approved, and tracked — before it ever reaches your client’s books.
Operational SyncHub
Every transaction is controlled before it reaches the books.
Your firm defines who reviews and who approves — and nothing moves forward until it’s been checked and fully approved.
Every step is permanently recorded.
Synclair
Synclair™ automatically reviews every transaction before your team sees it — flagging errors, inconsistencies, and anything that doesn’t look right.
Your team doesn’t hunt for issues — they review what matters.
Over time, Synclair™ gets smarter, learning from activity across every firm on the platform.
A permanent record of everything that happens — from start to finish.
Every review, approval, and action taken in Syncrea is permanently recorded and belongs to your firm.
Once something is saved, it cannot be edited or erased.
If a transaction is ever questioned — by a client, a regulator, or your own team — you have a complete, timestamped record of exactly what happened and who was responsible.
Works with QuickBooks Online and Xero — without giving up control.
Syncrea connects directly to QuickBooks Online and Xero.
Batches are only posted after they’ve been reviewed and approved by your firm.
Nothing posts automatically — every transaction requires explicit approval.
Build to grow with your firm.
We’re selecting a small group of firms to help shape Syncrea.
A limited number of bookkeeping, accounting, and CAS firms are working directly with us to shape how Syncrea is built.
Design partners influence workflows, features, and how the system operates day-to-day — based on how real firms actually work.
If you’ve ever wished your software worked the way your firm does, this is your chance to help build it.
