CAS & bookkeeping firms
Agents run categorization, reconciliation, and close across hundreds of clients; your team clears exceptions instead of keying transactions.
FOR ACCOUNTING FIRMS
Your clients, workflows, and
AI assistance. All in one place.
Manage client work, review financials, and use AI to help with bookkeeping and month-end tasks. Your team stays in control of reviews and approvals.
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.
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
Integrations
Email and practice tools; ledger stays in QuickBooks
Sits beside your stack
Ledger-native; extra channels as add-ons
QuickBooks, Xero, Gmail, Microsoft 365, Slack, and more
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
Manual and AI workflows — agents categorize, reconcile, review, and close
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 and mobile app: reports, documents, and requests
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
Time, cost, profitability
Time and budgets you assemble yourself
Unknown
Unknown
Time, cost, and client profitability tracking
Pricing basis
Per user/seat — grows with headcount
Custom quote — no public rates
Per business or per client (+ add-ons)
$5/company/month after 60-day free trial — unlimited users, cancel anytime
As you add clients
More licenses, more staff
More seats
Per-entity fees, no practice layer
Price scales with active companies — users stay unlimited
Competitor pricing and features may change. Verify current details with each provider.
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 →Security program in placeNo model training on your dataFull tenant isolationEvery AI action logged & auditableEncrypted at rest & in transit