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SyncHub 360™

  • The Unified Operating System for Bookkeeping, Accounting and CAS firms
    ​Governance, visibility, and control — across the tools firms already use.

Most firms operate across too many disconnected tools.

• Disconnected accounting platforms, payroll, and storage systems and firm records
• Manual handoffs between apps and spreadsheets 
• No unified workflow or system of record 
• Limited automation and inconsistent data 

Firms don’t lack tools — they lack a system of record for running the firm.

Works alongside existing accounting, tax, and payroll systems through governed workflows — without direct data sync or writes to client books.

A modular operating system, built to scale

These modules represent the future of Syncrea™.
Modules are being developed as part of a cohesive, governed system, with select early firm input.

​​Firm Hub
​Ledger SyncHub
​Storage SyncHub​​

​Payroll SyncHub
​Expense SyncHub
​Payables SyncHub
​Automation SyncHub

VoIP SyncHub
​​Portal SyncHub
​​Advisory SyncHub
​AI SyncHub

Designed as a system — not another tool

  • Built around end-to-end workflows, not isolated features or integrations

  • Designed specifically for bookkeeping and accounting operation from day one
  • Modular by design, allowing firms to adopt and scale over time
  • AI embedded directly into workflows where work actually happens

About SyncHub 360™

SyncHub 360 is building a unified operating system for bookkeeping, accounting and CAS firms—designed to provide firm-level governance and structure across fragmented workflows


Syncrea is currently in early development, with an investor-ready MVP. The MVP focuses on capturing firm-level data in a clean, structured system of record and producing reliable internal reports. Advanced features such as automation, workflow execution, and third-party integrations are intentionally excluded at this stage to validate the core architecture and data model before broader expansion.


We are inviting select firms to join us as design partners—not to test an MVP, but to help shape the operating system itself. Design partners will have direct input into how modules are built, ensuring the platform reflects real-world bookkeeping workflows.

Explore Early Access

Syncrea is being built in collaboration with a small group of professional services firms that want a more disciplined, system-level approach to operations.


We are inviting a limited number of bookkeeping, accounting, and CAS firms to explore early access ahead of broader availability.

A small subset of participating firms may be invited to contribute more directly during development, providing real-world input on workflows, governance, and firm-level operations.


Participation is selective to ensure close collaboration and meaningful, actionable feedback.

Book a Call

Designed Around Real Bookkeeping Workflows

Syncrea is architected around how bookkeeping workflows across a firm—from client onboarding and document intake through ledger management, review, and advisory services.


The platform’s modular design defines clear system boundaries for capabilities such as firm ledgers, document governance, workflow orchestration, automation, and AI-assisted review. 


These components are intentionally sequenced, with the core system of record established first and workflow execution introduced as the full operating system is built.


As the platform evolves, early platform partners will have the opportunity to provide structured input into how these modules connect, ensuring the operating system reflects real-world firm operations ahead of public launch.

Interested in participating? Learn how the Early Access program.