We're selecting a small group of firms to help shape Syncrea.Become a Design Partner
Syncrea

Become a Founding Design Partner

Syncrea is the AI-powered operating system we are building with bookkeeping, accounting, and CAS firms.

We are working directly with a small group of firms to shape workflows, features, and the future direction of Syncrea.

Design partners use Syncrea in real firm operations and help decide what we build next.

Founding Design Partner spots are limited. Applications are reviewed on a rolling basis.

No subscription fees before go-live

Your subscription starts when your firm goes live in production.

50% off your first year after launch

Applies to the Base Plan and all add-ons.

Three-year price lock

Your agreed rates stay fixed through year three.

Direct access to the founders

Your feedback goes straight to the founders, not into a ticket queue.

Dedicated onboarding

A named point of contact guides your firm through setup and rollout, from your first workflow to production go-live.

Priority support

Your questions are handled first, by the Syncrea founding team.

Storage add-ons and storage overages are excluded from discounts.

What you get from Syncrea

See the status

See progress, In Review, and Blocked status 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.

What we're building

Syncrea is the AI-powered operating system we are building for accounting firms. It sits between your team and the books.

  • Apply the firm's own review and approval rules
  • Track who did what, and when
  • Keep a permanent audit record of every step
  • Standardize how imports are reviewed before export
  • Export only approved data to the books

What is a design partner?

A design partner is a firm that works closely with the Syncrea team during development, giving feedback based on real firm operations.

Your feedback helps make sure Syncrea fits how firms actually work.

  • Import review workflows
  • Approval processes
  • Day-to-day operational challenges
  • Interface and usability
  • Feature priorities
  • Real-world firm requirements

Why become a design partner?

Design partners help decide what Syncrea becomes.

  • Influence the ProductHelp shape workflows, features, and capabilities before public release.
  • Early AccessGet a first look at new functionality as Syncrea evolves.
  • Direct Access to the FoundersWork directly with Bruce McNamee and Susan McDonough during development.
  • Built Around Real FirmsMake sure Syncrea reflects the needs of firms doing the work every day.

Ideal design partner

We're currently looking for bookkeeping, accounting, and CAS firms that run on QuickBooks Online.

If this sounds like your firm, we'd like to hear from you.

  • Bookkeeping firms
  • Accounting firms
  • CAS practices
  • Firms that use QuickBooks Online
  • Firms that want a consistent review and approval process

Ready to participate?

If you'd like to help shape Syncrea and gain early access to the platform, we'd love to talk.

“We're not building Syncrea for firms. We're building it with them.”

Bruce McNamee
Co-Founder & CEO

Susan McDonough
Co-Founder & COO

Learn more about the founders

Tell us about your firm

We review applications on a rolling basis and will be in touch.