See Syncrea in action
A walkthrough of the product as it works today: errors fixed with a recorded reason, approval before export, and a permanent audit trail.
See how work moves through Syncrea
A short walkthrough: errors fixed with a recorded reason, approval before export, and a permanent audit trail.
Demo only. What you see is still in development, and design partners help shape what ships.
The Firm Hub: your whole firm in one view
See every import, where it stands, and what is due, without opening a single client file.
Every number is a count
Each figure is a count of the list behind it, so nothing on the screen is an estimate.
Work is done when it is exported
Import, Review, Approval and Export, with the step where most work is waiting called out.
A record you can verify
The audit record is checked on every visit, and recent events are listed right on the page.
Demo data from a fictitious firm. Product preview; the interface may change during design-partner development.
See it in action
Four moments from the demo, in the product as it works today.
EnlargeEvery change needs a reason
When a transaction is edited, the system asks why. The reason is recorded with the change.
EnlargeNothing is overwritten
A fix saves as a new version. The previous version is kept, side by side with the new one.
EnlargeApproval before export
A reviewer approves or sends back, and the reason is recorded in the audit trail.
EnlargeA permanent audit trail
Each entry is fingerprinted using the one before it, and Verify chain checks every one.
Demo data from a fictitious firm. Product preview; the interface may change during design-partner development.
Help shape what ships
We are working with a small group of founding design partners to decide what Syncrea does next.