CAS & bookkeeping firms
Agents run categorization, reconciliation, and close across hundreds of clients; your team clears exceptions instead of keying transactions.
FOR ACCOUNTING FIRMS
The AI operating system for accounting firms
AI agents do your clients' books, month-end close, and tax prep. Your team just reviews and approves.
Accounting firms already running on Synoro
Go4Profit
Ledger & Lane CPA
Northstar Bookkeeping
Summit Tax Group
ClearBooks Advisors
Pinnacle CAS
Harbor Financial
Apex Accounting Co.
BrightPath CPA
Oak & Oakley
Metric Partners
BlueRidge Books
Cascade Controllers
TrueNorth Tax
PrimeLedger Firm
Atlas Advisory
Keystone Bookkeepers
Riverbend CPA
Horizon Close Co.
Paragon Practice
Go4Profit
Ledger & Lane CPA
Northstar Bookkeeping
Summit Tax Group
ClearBooks Advisors
Pinnacle CAS
Harbor Financial
Apex Accounting Co.
BrightPath CPA
Oak & Oakley
Metric Partners
BlueRidge Books
Cascade Controllers
TrueNorth Tax
PrimeLedger Firm
Atlas Advisory
Keystone Bookkeepers
Riverbend CPA
Horizon Close Co.
Paragon Practice
The problem
Your firm's growth is capped by hands.
01
Every new client costs you a hire.
Ten more clients means another bookkeeper, another month of training, another person whose work you re-review. Practice management software organizes the pile. It doesn't shrink it.
02
Your margin dies in the review-redo loop.
Staff prepare, seniors redo, partners re-review. The same categorization mistakes every month, every client — because the knowledge lives in people's heads, not in the system.
03
Your stack is five tools that don't talk.
Practice management tracks the work. The ledger is where work happens. Copilots float beside both. You're the integration layer — and none of the tools does the work.
How it comes together
One system. The work gets done inside it.
Synoro connects to your clients' data, runs the work through your firm's procedures, and hands your team finished drafts to approve — for every client, in one place.
Connected to
Ledgers
QuickBooks Online. Your ledger stays the source of record — Synoro works on top of it, never around it.
Bank & card feeds
Every account, every client, synced daily.
Document intake
Clients email, message, or drop files. Synoro files, reads, and routes them. Nothing for clients to install.
Client channels your firm controls
Branded portal, email, SMS — every thread logged to the client and the work.
Industry systems
Where clients run them: payroll, POS, CRM, e‑commerce, and industry apps.
Synoro runs
AI agents
Categorize, reconcile, draft the close, prep returns. Per client, around the clock.
Governed workflows
Every client's month moves through your firm's defined, auditable procedure.
Firm Brain
Your policies, client quirks, and every approved correction — remembered and applied on every client.
Client portal
Reports, requests, approvals, and an AI CFO your clients can ask anytime.
Practice economics
Per-client revenue, cost (human + AI), and margin. Computed, not guessed.
Your team reviews, approves, advises.
Connected to
Ledgers
QuickBooks Online. Your ledger stays the source of record — Synoro works on top of it, never around it.
Bank & card feeds
Every account, every client, synced daily.
Document intake
Clients email, message, or drop files. Synoro files, reads, and routes them. Nothing for clients to install.
Client channels your firm controls
Branded portal, email, SMS — every thread logged to the client and the work.
Industry systems
Where clients run them: payroll, POS, CRM, e‑commerce, and industry apps.
Synoro runs
AI agents
Categorize, reconcile, draft the close, prep returns. Per client, around the clock.
Governed workflows
Every client's month moves through your firm's defined, auditable procedure.
Firm Brain
Your policies, client quirks, and every approved correction — remembered and applied on every client.
Client portal
Reports, requests, approvals, and an AI CFO your clients can ask anytime.
Practice economics
Per-client revenue, cost (human + AI), and margin. Computed, not guessed.
Your team reviews, approves, advises.
Go deeper
Built to run the whole practice.
Modern accounting teams use Synoro to replace spreadsheets, checklists, and disconnected tools.
Inbox & tasks
Everything that needs your firm today — across every client.
Learn more →Workflows
Each client's month runs through your firm's checklist.
Learn more →Run workflows with AI agents
Role-based agents prepare the work — your team approves every write.
Learn more →Consolidated reports
Multi-entity clients, one report.
Learn more →Per-client margin
Know what every client actually makes you.
Learn more →Engagement letters
From proposal to accepted — on the client record.
Learn more →10+ hrs
Saved per client close
3×
Faster month-end
24/7
Agents across your book
Weekly
Books, every client
Illustrative outcomes across Synoro engagements. Customer stories →
Who it's for
Built for firms that do the work.
Tax-led firms
Books that stay return-ready all year, so season becomes a review cycle instead of a hiring spike.
Multi-service firms
Bookkeeping, tax, and advisory in one governed system — one client record, one portal, one view of margin.
Internal finance teams
The same engine, pointed at one company's books.
The roster
Unlimited specialists. One firm brain.
Each agent owns a role, works every client's books around the clock, and escalates to your people by your rules.
Categorization Agent
Transaction categorization and review-queue hygiene
Bookkeeper Agent
Day-to-day bookkeeping and vendor cleanup
Staff Accountant Agent
Reconciliations, journal entries, and close
CFO Agent
Financial analysis, forecasts, and owner reporting
Manager Agent
Workflow orchestration, routing, and supervision
Catch-Up Agent
Historical cleanup diagnostics and handoffs
Client Support Agent
Client communications, documents, and follow-ups
Onboarding Agent
New-client onboarding, collection, and setup
Admin Assistant Agent
Internal operations, scheduling, and firm admin
Operations Agent
Strategic decision support and coordination
Escalates to your team by your rules.
How Synoro works
AI does the work.People stay in control.
AI agents execute operational work. Workflows provide governance. Humans approve critical decisions. Every interaction helps the system learn and improve.
AI Agents
prepare
Workflows
structure
Human
approval
Learning
improves
01
Agents prepare
Categorize, reconcile, and draft — ready for review.
02
Workflows structure
Every task moves through a defined, auditable path.
03
Humans approve
People stay in control of approvals, exceptions, and financial decisions.
04
Learning improves
Feedback sharpens the system with every cycle.
AI Agents
prepare
Workflows
structure
Human
approval
Learning
improves
Where Synoro fits
Practice management organizes. Copilots suggest. Bookkeeping AI does one job. Synoro runs the firm.
You've probably tried at least two of these. Here's where each one stops.
Swipe to compare →
Practice managementKarbon, Financial Cents
AI copilotsTaxGPT
AI bookkeepingDouble
The accounting work
Tracked and assigned — done by your staff in QuickBooks
Drafts pieces: research, memos, emails
Automates the books, one company at a time
Agents execute across your whole base — your team approves
Governance
Task statuses
None — you review pasted output
Its automation rules
Your firm's workflows: checkpoints, sign-off, full audit log
Client experience
Portal for requests and documents
Q&A widget
Owner dashboard
Firm-branded portal: live reports, requests, and an AI CFO
Your firm's knowledge
Templates + your staff's heads
Prompts you rewrite
Per-company rules you reconfigure
Firm Brain — every approved correction applied automatically, every client
Per-client margin
Time and budgets you assemble yourself
Unknown
Unknown
Computed: revenue, human cost, AI cost, margin
Pricing basis
Per user/seat — grows with headcount
Custom quote — no public rates
Per business or per client (+ add-ons)
$5–$35/company/month — unlimited users
As you add clients
More licenses, more staff
More seats
Per-entity fees, no practice layer
Capacity scales with software, not headcount
The difference between managing your firm's work and running it. See pricing · Compare with Karbon, Canopy, Double, and more
Security at Synoro
Enterprise-grade security.
Layered controls, strict data handling, and auditable AI workflows — built to protect your clients' data and your firm's operations.
Read our security overview →SOC 2 Type II — in progressNo model training on your dataFull tenant isolationEvery AI action logged & auditableEncrypted at rest & in transitUS data hosting
Run your firm on it.
Watch Synoro execute a real month — intake to close to client portal — in a 30-minute walkthrough.