Every client's close, in one workroom
See what needs the firm across every client: changes to approve, work ready for review, and what you are still waiting on clients to send. The agent drafts, and your team signs off.
- Client approvals
- Your method as skills
- Imports from other ledgers
- Roles for every seat
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 is waiting: changes to approve, work ready for review, and clients you are waiting on.
A close checklist per client
What the client must send, what the agent runs and who signs off, for each client and across the whole practice.
The client's books stay the client's
A client on Cynco can require their approval before anything posts, and it is on by default. Nothing the agent drafts reaches a ledger until someone approves it.
Skills
Your firm's method, run on every client
A skill is how your firm does one piece of work, written in plain language: how you reconcile, what goes in an accrual schedule, when to ask a client for support. Start from Cynco's own, set the firm standard once, tailor it for the client who needs it, and the agent runs the version that applies.
- Client version first, then the firm standard, then Cynco's
- Runs only within the access that client has granted
- Every save kept as a version; a stale edit is refused
Where it fits
- Clients already on Cynco
- They share their books with the firm directly. Changes the firm proposes wait for the client's approval, which is on by default.
- Clients on other software
- Load a trial balance, a general ledger, bills or bank lines from CSV into a working copy. Exports from SQL Account, Xero and QuickBooks are recognised 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 workpapers 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 close with the agent drafting
Move the 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