Syncrea is the system that sits between your team and the books, so every import follows your firm's review and approval process.
Incoming transactions
Work arrives from your clients.
Syncrea
Structured, validated, reviewed, and approved under your firm's rules.
Client books
Only approved data reaches QuickBooks Online.
Syncrea gives your firm a clear, consistent process for every transaction.
Each import is structured, validated, reviewed, and approved within the system, with a permanent, auditable record.
Your team knows what to do next, and every step is recorded.
The workflow, step by step
- Transactions come inData is imported from the accounting platform into Syncrea.
- Work is structuredEach import organizes transactions within a client period for processing, review, and write back.
- Work follows defined stepsEvery action is structured, versioned, and recorded in a firm owned record.
- A reviewer approvesA firm assigned reviewer approves according to the firm's rules.
- Approved work is written backOnly cleared transactions are written back to the accounting platform.
Every action is firm owned, versioned, and traceable.
- 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
What Syncrea is
An AI-powered operating system designed to run firm work in and around the books: standardized, reviewed, and recorded.
Alongside your platform
Works with the accounting platform firms already use, starting with QuickBooks Online.
Multi client workflows
Reconciliation and review follow one standard process across every client.
Structured work
Work moves through defined steps, so nothing happens off the record.
Firm owned record
Kept by the firm, versioned, and never overwritten.
Approval before write back
Nothing is written to the books until a firm assigned reviewer approves it.
Four ideas behind Syncrea
Structure, review, traceability, and a record the firm owns.
Structure
Work enters through structured imports.
Transactions are organized within defined imports with clear rules.
Review
Nothing is posted without approval.
Nothing is written to the books until a firm assigned reviewer approves it.
Traceability
Every action is attributable.
Every action is recorded with who did it and when.
Firm owned record
Kept by the firm, never overwritten.
Every change is versioned and owned by the firm.
Workflow model
Standard workflows
- Workflow structures are standardized across the platform
- All firms work within the same structured model: consistent, auditable, repeatable
- Steps cannot be skipped: structure, versioning, and approval stay in place
- Standardization is what makes the firm owned record reliable
Firm driven improvement
- Firms can propose new workflows based on real usage
- Proposed workflows are reviewed before entering the shared system
- Approved workflows become part of the Syncrea standard and are available to all firms
- Firms help improve the standard without breaking it
Your firm sets the rules. Syncrea enforces them.
Your team defines who reviews and who approves.
Syncrea applies that structure to every import, so each one follows the same review and approval steps.
Nothing exports without approval.
Every export requires completed review and approval first.
If Syncrea detects an issue, it flags it and sends the import through your firm's review process.
Once approved, the export is sent to QuickBooks Online with a permanent record of what was sent and who approved it.
Syncrea connects to your accounting system.
Syncrea starts with QuickBooks Online and exports only approved data to your books.
More accounting systems are planned.
Help shape Syncrea as a design partner.
A limited number of firms are working with us during development to shape how Syncrea is used in real accounting environments. Design partners use Syncrea directly and give feedback based on their actual firm operations. If your firm cares about control, consistency, and accuracy in the books, this is your chance to be part of it from the start.