AI Agents

A full AI staff — bookkeeper to CFO — supervised by your firm

Role-based agents work every client's books around the clock. They prepare; your team approves.

The stack

Seven layers.One system.

From swappable models to firm-specific memory and governance — seven layers stack into one system built for accounting operations.

Capabilities

Agents with roles, limits, and receipts.

Role-based, not one chatbot

A Categorization Agent keeps the review queue clean, a Staff Accountant Agent runs reconciliations and close, a CFO Agent drafts owner reporting. Each has defined capabilities and limits.

Launch workflows, not threads

Launch Monthly Close, Categorization Review, Tax Audit, and more for one client or the whole firm — on demand or on a schedule. Results stay logged for review.

Chat across your whole book

Ask "unanswered client questions?" or "status of the July close" and get answers scoped to a company or the entire client base.

Escalation by your rules

Agents act under your Firm AI policy. Mutations require approval, and every action is logged and auditable.

Ask across one company or the entire client base — every agent action logged.

Ask across one company or the entire client base — every agent action logged.

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
Categorization Agent
Transaction categorization and review-queue hygiene
Bookkeeper Agent
Bookkeeper Agent
Day-to-day bookkeeping and vendor cleanup
Staff Accountant Agent
Staff Accountant Agent
Reconciliations, journal entries, and close
CFO Agent
CFO Agent
Financial analysis, forecasts, and owner reporting
Manager Agent
Manager Agent
Workflow orchestration, routing, and supervision
Catch-Up Agent
Catch-Up Agent
Historical cleanup diagnostics and handoffs
Client Support Agent
Client Support Agent
Client communications, documents, and follow-ups
Onboarding Agent
Onboarding Agent
New-client onboarding, collection, and setup
Admin Assistant Agent
Admin Assistant Agent
Internal operations, scheduling, and firm admin
Operations Agent
Operations Agent
Strategic decision support and coordination

Escalates to your team by your rules.

Who it's for

Accounting firms

Replace the "hire per 10 clients" math — agents absorb the preparation load across the base.

For accounting firms →

Internal finance teams

A controller's staff without headcount; agents keep multi-entity books current daily.

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