A branded portal your clients actually use — with an AI CFO inside
Reports, requests, approvals, and answers, in your firm's name.
Capabilities
Where advisory conversations start.
Reports, published on approval
The monthly package flips to client-visible only after manager sign-off — never auto-sent.
Accounts and transactions, live
Clients see balances across their entities and every categorized transaction, synced from QuickBooks.
An AI CFO on call
Clients ask "how did July look?" and get answers from their own approved numbers — your firm controls what's visible.
Requests and payments in one place
Open questions, document requests, service payment history — no email archaeology.
Balances across entities and every categorized transaction, live.
Who it's for
Accounting firms
The portal is a retention and upsell surface — advisory starts where clients already look.
For accounting firms →Internal finance teams
Give owners and department heads self-serve reporting without another BI tool.
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