Every client's month runs through your firm's procedure — with AI doing the steps
Governed checklists where AI executes and humans sign off. Auditable from first sync to published report.
Seven layers.One system.
From swappable models to firm-specific memory and governance — seven layers stack into one system built for accounting operations.
Capabilities
Your procedure, executed and enforced.
AI steps and human checkpoints, side by side
"Sync QuickBooks," "Match bank & credit card statements," "Generate P&L" are AI-badged; "Verify opening balances" and "Manager review & sign-off" are human. The report flips to client-visible only after approval — never auto-sent.
Templates for every service line
QB categorization, P&L review, catch-up bookkeeping, 1120-S, 1040, 1099-NEC, audit prep, onboarding, monthly close — versioned, editable, with the human-checkpoint count on the card.
One view across the base
Workflow status, progress %, priority, and team per company — 70 clients, one screen, overdue flagged in red.
Phases or checklists
Structure by phase for long engagements (audit prep: 5 phases, 18 steps) or checklist for a monthly close.
Versioned templates for every service line, with human-checkpoint counts.
Who it's for
Accounting firms
The review-redo loop becomes a checkpoint list; juniors stop keying, seniors stop redoing.
For accounting firms →Internal finance teams
Month-end close as a repeatable, auditable pipeline instead of a spreadsheet checklist.
For finance teams →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