Every transaction checked, approved, and recorded — before it touches your client’s books.
Syncrea gives your firm a clear, consistent process for every transaction — from the moment a Batch is pulled in to the moment it posts to QuickBooks Online or Xero. Your team knows exactly what to do. Nothing falls through the cracks.
The workflow — step by step.
Your firm sets the rules. Syncrea enforces them.
Every firm is different. Syncrea doesn’t impose a fixed approval structure — your firm configures who reviews and who approves. Syncrea enforces that structure consistently across every Batch, every Transaction, every time.
Nothing ever posts automatically.
Every posting to QuickBooks Online or Xero requires a completed approval and a confirmed permanent record. If the record fails to save for any reason, Syncrea stops immediately and notifies your firm. Nothing posts until your record is secure.
Works with the tools your firm already uses.
Syncrea connects directly to QuickBooks Online and Xero at launch. More integrations — including FreshBooks, Sage, Wave, and others — are on the way.
Ready to see how it works for your firm?
A limited number of bookkeeping, accounting, and CAS firms are working directly with us during development — making sure the platform is built around the way real firms actually operate. Design partners have a direct say in how features are built. If you've ever wished your software worked the way your firm works — this is your chance to make that happen.
