Every client document, filed, categorized, and permissioned
Bank statements, receipts, engagement letters, tax returns — with per-document client visibility.
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Capabilities
A repository that feeds the work.
Categorized on intake
Bank statement, credit card statement, receipt, invoice, payroll report, insurance policy, tax return, engagement letter — with the period attached (Jul 1–31, 2026).
Client visibility is a switch
The July bank statement: client-visible. The internal audit PBC list: not. Yes/No per document, visible at a glance.
Nothing for clients to install
Clients email, message, or drop files in the portal; Synoro files, reads, and routes them to the right company and workflow.
Feeds the work
Statements uploaded here are what the agents match in the close — "AI matched Chase + Amex PDF statements to the period."
Uploaded statements flow straight into the close workflow.
Who it's for
Accounting firms
The end of "can you resend that statement" — one repository per client, shared where you choose.
For accounting firms →Related features
See it run a real month.
Watch Synoro execute a real close — intake to published report — in a 30-minute walkthrough.
Book a demo