AI-Native Accounting CompanyBookkeeping, Tax & CFO Services for SMBs
We combine financial experts with AI-powered automation to manage your bookkeeping, tax compliance, and financial strategy — all in one place.
Your finances, beautifully organized — in real time
Track income, expenses, cash flow, and profitability anytime. Stay tax-ready with clean categorization and monthly close.
Who we serve
Companies that run on Synoro
One Platform. One Team. All Your Finances.
AI Bookkeeping
Automated bookkeeping powered by AI and verified by financial experts. Transactions are categorized, reconciled, and organized in real time—so your books stay accurate and always up to date.
AI Tax Services
Stay compliant and optimize your taxes year-round. Our AI analyzes your financial data while tax professionals handle preparation, filings, and strategy to help you keep more of what you earn.
AI CFO Advisory
Turn your financial data into smarter decisions. Our AI-powered insights combined with experienced CFO advisors help you forecast growth, manage cash flow, and plan your next move.
Resolve Transaction Questions in Seconds
When our team reviews your books, Synoro AI automatically identifies transactions that need clarification—such as missing receipts, unclear expenses, or uncategorized payments. Simply answer questions, upload documents, or confirm details directly in the platform to keep your books accurate and always up to date.
Your AI CFO, Always Available
Ask questions, get instant insights, and stay connected with your finance team — all in one place. Chat with Synoro AI to understand your numbers, generate custom financial or investor reports, and get clear answers anytime. For example: What was my net profit last month?, Which expenses increased the most this quarter?, or Generate an investor-ready report for this quarter.
Spot trends early with clarity you can act on
Dashboards highlight cash runway, category spend, and margin shifts week over week—no spreadsheet gymnastics required. Ask your AI CFO to explain a spike, compare quarters, or draft a short narrative for investors, and get answers grounded in your closed books and uploaded documents.
Tax-ready financials, delivered weekly, monthly
We close your books, reconcile accounts, and generate clear reports like Profit & Loss, Balance Sheet, and Cash Flow statements. Upload documents, download reports anytime, and let our AI-powered system—backed by experts—keep everything accurate and tax-ready.
Financial documents scattered across inboxes, drives— unified in one place
Drag in receipts, vendor agreements, loan documents, and bank notices—Synoro keeps them tied to the right company, period, and transaction. Your bookkeeping team and AI can reference the same source of truth, so month-end close and audit prep do not turn into a scavenger hunt through inboxes and shared folders.
Manage your finances on the go.
Download the Synoro app and access your financial data anytime, anywhere. Stay connected with your business finances and your Synoro team right from your pocket. Synoro integrates with QuickBooks, and our AI-powered system, backed by financial experts, brings everything together so you can track performance, view reports, and respond to transaction questions in one place.
Run multiple businesses with roll-up totals and consolidated reports — in one workspace.
Bookkeeping, Tax, and CFO services— powered by AI and experienced financial experts, all in one place
Synoro platform
What you get
- Client portal — one signed-in place for your books, files, and back-and-forth with your team.
- AI automation — repetitive work off your plate; humans review what matters.
- Financial statements — Profit & Loss, Balance Sheet, and Cash Flow, anytime, with customizable and consolidated views.
- A centralized hub with real-time visibility, collaboration, and an AI CFO assistant to manage your finances in one place.
- Built-in AI agent helps close books faster, cuts manual workflows, reduces errors, and keeps operations efficient.
Traditional accounting firm
What many businesses still juggle
- No real portal — PDFs and questions scattered across email threads.
- Manual-heavy — data entry, reconciliations, and fixes done by hand.
- Statements on delay — limited self-serve access; weak roll-up across entities.
- Disconnected tools and inboxes instead of one hub with shared context and an AI layer on your books.
- Slower closes, more handoffs, and higher risk of errors without automation guarding the workflow.
How it works
From chaos to clarity in three steps.
- 1
Free consultation
We learn how you operate today, how you track finances, and what outcomes matter. No pressure—just clarity on fit and scope.
- 2
We clean up & set up
Our team catches up your books, connects banks and accounting tools, and establishes a disciplined monthly rhythm.
- 3
You run your business—we run your books
Monthly closes, tax-ready reporting, and a dedicated team on call. Focus on customers and growth—we handle the numbers.
What business owners say about Synoro
Accurate books. Less stress at tax time. Better decisions year-round.
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