Your clients' books.
Closed by your agent. Or by you.
SyncMate Pro is one accounting engine with two ways to work: brief your AI agent, or work the books yourself on screen. Either way, a stack of bank statements or a transaction spreadsheet is read, coded, matched, posted and reconciled, in QuickBooks Online or SyncMate Books. You approve. It's done.
Built for CPA firms that refuse to scale headcount to scale clients.
- Read 12 statements
- Matched to the books
- Posted
- Reconciled
Two-minute tours
Watch an agent close a client's books.
A year of statements in, matched, posted and reconciled, with you approving every change. Sample data throughout.
How it works
Two ways to work. One engine.
Brief your AI agent, or work the books yourself on screen. Either way SyncMate Pro holds the work to the same rules, and your books get real, reconciled transactions.
- 1 · Your agent
It does the work.
Connect your AI agent (Claude works today) through SyncMate Pro's secure connector. Give it instructions the way you would brief your best senior.
- Uploads statements and spreadsheets for you
- Codes, matches, posts and reconciles
- Runs reports and drafts management reports
- 2 · SyncMate Pro
It enforces the rules.
Every move the agent makes goes through the same engine your team uses on screen, with the same checks and the same permissions.
- Checks every statement to the cent
- Codes from each client's own history and rules
- Previews every change and waits for your OK
- 3 · Your books
They come out clean.
Real checks, deposits, expenses and journal entries, posted where the client keeps the books, and reconciled period by period.
- QuickBooks Online or SyncMate Books
- QuickBooks Desktop through the Web Connector
- Reconciled periods locked, and on the record
Feed it what your clients actually send you:
Then just tell your agent: “Catch up Acme's books from these statements and reconcile every month.”
Stop hiring your way out of the backlog.
The backlog
Catch-up work without the catch-up staff.
Drop a year of statements. Every account is worked month by month, by your agent or your team: each statement read, what the books are missing added, and each period reconciled against the statement's own balances.
Review fatigue
Review the exceptions, not every line.
Lines it recognizes from the client's history and your coding rules come in ready. What it is unsure of is flagged for a person, with the reason.
Tool sprawl
Six tools and a spreadsheet, retired.
Statements, coding, posting, reconciliation, reports, bulk clean-up and team access live in one place, for every client.
Control, not chaos
Speed without the cleanup.
Nothing changes without your OK.
Every change an agent wants to make is shown to you first, and only goes through once you approve it. On screen, a line posts only once someone marks it Ready and posts it. An owner or admin can pause agents in one click.
To the cent, or it tells you.
A statement's lines have to add up to its own balances. When they don't, you see exactly which figure disagrees before anything is posted.
Built not to post twice.
Every line carries its own ID, checked against what the books already hold before anything is sent. A statement uploaded twice is counted once.
Reconciled means locked.
A reconciled period is locked in the database. Only an owner or admin can reopen it, with a reason. If someone changes it later in QuickBooks, you are told.
Every action on the record.
Who did what, and when, for people and agents alike, with a copy of anything deleted from QuickBooks kept before it is deleted.
Your firm's chain of command.
Owners, super admins, admins and members, each with their own reach. Members see only the clients they are assigned.
Every tool your firm runs on. One login.
Your agent and your team work the same books, by the same rules, and both show up in the same audit log.
Books
Statements in, transactions posted, every account-month tracked on one grid.
Reconciliation
Reconcile by statement period, export the reconciliation report, and get told if QuickBooks changes afterwards.
SyncMate Books
A full double-entry ledger for clients without QuickBooks, or kept in step with their QuickBooks Online.
Reports
Profit and loss, balance sheet, cash flow, trial balance and aging, with period comparisons and management reports.
Clean-up tools
Reclassify in bulk, delete in bulk from QuickBooks Online (never a reconciled entry), and export a whole company.
QuickBooks Desktop
Read registers and reports, and post bank and card lines, through the QuickBooks Web Connector.
Harvest
Bill Harvest time as QuickBooks Online invoices, reviewed line by line before anything posts.
Team and clients
Invite your staff, assign them clients, and invite your clients' own people to their books.
$25.00 a client, a month.
A firm pays for the clients it works on, and its own books are free. A business working without a firm pays $25.00 a month for itself. No setup fee, cancel any time from Settings. Invoices your clients pay online through their own Stripe account carry a 0.05% of each payment (5¢ on every $100) SyncMate fee on top of Stripe's.
The firms that win the next decade won't have more staff.
They'll have a better engine.
SyncMate Pro is in private beta. Every new firm is reviewed by our team before it opens. Apply, and we will email you as soon as yours is approved.