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SYNCREA


  • Ensure only correct data exists in your client’s books.

    Syncrea™ sits between your team and the ledger. 
    Every transaction is validated, reviewed, and approved in Syncrea.
    Only controlled, approved data is exported to the books.


    Become a Design Partner

Sound familiar?

This is how work actually happens in most firms today.

•  Transactions are posted directly in the client’s books — without a required, system-controlled review step.

•  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 enforces control over what is in the books.

Syncrea becomes that system — ensuring every transaction is reviewed, validated, and approved.


How Syncrea keeps bad data out of the books

Syncrea ensures every transaction is reviewed, approved, and tracked — before it ever reaches your client’s books.

Operational SyncHub

Every transaction is controlled in Syncrea.
Your firm defines who reviews and who approves — and nothing moves forward until it’s approved.
Every step is permanently recorded and fully auditable.

Synclair™

Flags issues before your team reviews the batch. 
Highlights errors, inconsistencies, and anything that doesn’t look right. 
Your team focuses on decisions — not searching for problems.

A complete, permanent audit trail — for every batch.
​Every change creates a new, traceable record.

Every action in Syncrea is recorded — from ingestion to export.


Nothing can be edited or erased after it happens.


Every batch has a complete, timestamped record of what happened, when it happened, and who was responsible.

Syncrea becomes the system where transactions are reviewed and approved —
​enforcing control over what is in the books

Syncrea connects to your accounting system — sitting between your team and the books.
Transactions are validated, reviewed, and approved in Syncrea.
Only controlled, approved data is exported to the books.

Everything runs inside a controlled system.

Syncrea launches with the core capabilities your firm needs — all operating within a single controlled system.

Transaction review and approval, task management, onboarding, document workflows, and your permanent record all follow the same controlled process.

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.

Apply to Become a Design Partner