Finance operations

Trusted by finance teams

Your complete finance team

Bookkeeping, tax & CFO services for SMBs

Synoro blends licensed accountants and modern AI so you can see cash, close the month, and plan taxes without juggling five disconnected tools. One platform. One team. All your finances.

2.4k+
Businesses on Synoro
$840M+
Transactions categorized annually
48h
Average month-end close
4.9
Average partner satisfaction
app.synoro.finance / overview

Cash runway

14.2 mo

Tax ready

98%

Books closed

Mar ✓

Revenue · trailing 12 mo+12.4%

Teams at leading companies choose Synoro

Northwind LabsHarbor & CoBrightlineAtlas SupplyCedar GrovePulse Media

Why Synoro

Human expertise, machine speed

Built for operators who need accuracy without hiring a full finance department first. AI drafts; your experts decide; audit trails stay intact.

Clarity from close to forecast

One workspace ties operations, compliance, and strategy together so leadership always knows where the business stands.

Month-end, without the panic

Checklists, reconciliations, and reviewer queues live in one place. When something looks off, Synoro surfaces the transaction, the rule that fired, and a suggested fix—you approve or adjust.

  • Bank feeds and receipt capture
  • Multi-entity rollups for holding companies
  • Export-ready packs for auditors and banks

Tax season, de-stressed

Organized books mean fewer extensions and cleaner 1099 workflows. Get proactive estimates, scenario planning, and a single thread with your Synoro tax team—before deadlines creep up.

Enterprise-grade security

Role-based access, immutable audit logs, and clear separation between AI suggestions and posted entries. Your data stays yours, with controls designed for regulated workflows.

SOC 2 controlsEncryption in transitSSO & SAML

How it works

From first connection to ongoing advisory, Synoro meets you where you are and scales with your complexity.

  1. 01

    Connect

    Link banks, payroll, and accounting tools in minutes. Synoro ingests history and learns your chart of accounts.

  2. 02

    Automate

    AI drafts reconciliations, accruals, and draft journal entries. Your team reviews exceptions—not every line.

  3. 03

    Advise

    Tax and CFO specialists layer in strategy: projections, elections, and board-ready narratives when you need them.

What our customers say

We finally stopped exporting CSVs every Friday. Synoro feels like we hired a finance pod overnight—except it scales.

Jordan Reeves

COO, Meridian Retail Group

The tax workflow actually matches how our CPA thinks. Less back-and-forth, fewer ‘can you resend Q3?’ emails.

Sam Okonkwo

Founder, Ridgefield Services

Frequently asked questions

Do we still work with our own CPA or bookkeeper?

Yes. Synoro is built to sit alongside your existing advisors—or to replace discrete parts of the stack if you want a fully managed experience. You choose how hands-on the Synoro team is.

Who is Synoro for?

Owner-led SMBs and lean finance teams who outgrew DIY spreadsheets but are not ready to build a full in-house finance department. If you need clean books, tax readiness, and clearer forecasts, you are in the right place.

How does AI fit into our workflow?

AI accelerates categorization, anomaly detection, and draft reporting. Humans approve material entries and sign filings. Nothing posts without the controls you expect from a professional firm.

How long does onboarding take?

Most teams connect core systems in under a day. Historical cleanup and chart-of-accounts alignment depend on complexity; your onboarding lead will give you a concrete timeline after kickoff.

Ready to simplify your finances?

Create an account in minutes, invite your team, and see your firms and workflows in one place.