Building the AI-Powered Operating System for Accounting Firms
Today's accounting firms run on disconnected tools, and knowledge trapped inside employee workflows.
Syncrea™ captures institutional knowledge, standardizes operations, and deploys AI-assisted workflows, starting with reconciliation.
- Starts with QuickBooks Online
- Your firm's review and approval rules
- A permanent audit trail
ABC Manufacturing
Period P202610Audit History Recorded
Synclair™ AssistancePotential duplicate detected
Reason:
- Same vendor
- Same amount
- Within 2 days
Synclair™ suggests, but does not approve or export transactions. Human review is required. All actions are recorded in Audit History.
Product preview. Features and interface may evolve during design-partner development.
Firm-wide visibility
Know where every client stands without asking around.
See the status
See what is in progress, In Review, or Blocked without asking.
Know who owns what
Your firm defines who reviews and who approves, and every step is recorded.
Onboard faster
New staff learn from documented workflows and past decisions, not from tribal knowledge.
Keep the expertise in the firm
Reviewer decisions and client context stay with the firm, not one person.
The most important asset in your firm isn't in your software
Most accounting firms don't have a transaction problem. They have a knowledge problem.
Knowledge lives in people
What the firm knows stays with individual employees, and leaves when they do.
Managers lack visibility
Work moves through email, spreadsheets, and manual review, so status means asking around.
Experience doesn't scale
Growth depends on hiring experienced people who are hard to find and keep.
Your firm doesn't lack software. It lacks a system for preserving knowledge and managing operations.
Syncrea captures institutional knowledge, provides visibility into firm-wide work, and deploys AI-assisted workflows to help accounting firms operate consistently at scale.
One system for knowledge, work, and AI
One place where your firm's knowledge, your team, and AI work together, with a person approving every step.
Syncrea runs the work. Synclair helps your team do it.
Two parts, one platform, starting with reconciliation for QuickBooks Online.
Syncrea
The system that sits between your team and the books. Every import is structured, validated, reviewed, and approved under your firm's rules, with a permanent record of each step.
Synclair
Starts with AI-assisted reconciliation. Your team reviews and approves every recommendation, so people stay in control of how AI is used.
Your team focuses on decisions, not on searching for problems.
A permanent record of every action
Every change creates a new, traceable record. History is preserved, never overwritten.
- Every action is recordedFrom import to export.
- Records can change, but history does notEvery update is preserved through versioning.
- Every import has a complete recordWhat happened, when, and who was responsible.
- The audit trail belongs to your firmNot to a client's software file.
- Import receivedIncoming transactions from the client
- Structured and validatedChecked against your firm's rules
- Flagged for reviewSyncrea routes it through your review process
- ReviewedReviewer decision recorded
- ApprovedApprover sign-off recorded
- Exported to QuickBooks OnlineOnly approved data is sent
“When a client, an auditor, or a new employee asks what happened and why, your firm already has the answer.”
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 Syncrea and Synclair fit into day-to-day work, based on how real firms actually operate.
Best fit: firms that run on QuickBooks Online.
If you've ever wished your software worked the way your firm does, this is your chance to help build it.