Every client's month-end in one workroom
Open one screen and see what every client needs from you: changes to approve, work to review, and what clients still haven't sent. The assistant drafts and your team signs off.
- Client approvals
- Your method as skills
- Imports from other software
- Roles for the whole team
Run the practice, not the spreadsheets
Each client keeps one set of books. The firm works in them directly, with nothing to sync and nothing to export.
One home for the practice
The workroom opens on what's waiting: changes to approve, work to review, and clients you're still chasing.
A month-end checklist per client
What the client has to send, what the assistant does and who signs off. For each client, and across the practice.
The client's books stay the client's
A client on Cynco can approve every change before it's saved, and that's on by default. Nothing the assistant drafts reaches the books until a person approves it.
Skills
Your firm's method, run on every client
A skill is how your firm does one job, written in plain words: how you reconcile, what goes in an accrual schedule, when to ask a client for support. Start from Cynco's, set your firm standard once, adjust it for the client who needs it, and the assistant runs the right version.
- Client version first, then the firm standard, then Cynco's
- Runs only within what that client has allowed
- Every save kept, and edits to an old copy refused
Where it fits
- Clients already on Cynco
- They share their books with you directly. Your changes wait for the client's approval, which is on by default.
- Clients on other software
- Load a trial balance, general ledger, bills or bank transactions from CSV into a working copy. Exports from SQL Account, Xero and QuickBooks work as they are.
- Documents from clients
- Send an upload link. The client drops in statements and receipts without signing in.
- Each client's file
- Chat, close, bank, work, sources and profile in one place, with working papers and recommendation packages kept under Work.
- Your team
- Admins and managers run the practice. Bookkeepers run the work: skills, reviews and client books. Staff can view the workroom.
Choose how to get started
Try it with one client
Open a workroom and bring one set of books in:
- Invite a client already on Cynco
- Or import a trial balance or ledger file
- Run a month-end with the assistant drafting
Move the whole practice
A custom plan for the whole client list:
- Client books moved across with you
- Custom limits and AI allowance
- Dedicated support and an SLA