SynergyBooks
Accounting that closes its own books.
A complete accounting platform where every dollar is recorded twice — where it came from and where it went — so the books always balance. Invoicing, bills, payroll, eight financial reports, live bank feeds, and an AI tax advisor backed by the entire U.S. tax code.
Real accounting, not a glorified checkbook
Every sale, bill, and payment is recorded twice — where the money came from and where it went — in one master record of the business (the general ledger). Because every report is built from those entries, the numbers always add up.
📒General ledger
One master record of every dollar. Invoices, bills, and payments each land in the right place automatically — with closed months that stay closed and a full history of who did what, when.
📊Eight live reports
P&L, Balance Sheet, Trial Balance, Cash Flow, AR Aging, Open Invoices, General Ledger — always calculated fresh from the books, never stale copies.
🧾Full workflow surface
Invoices, bills, customers, vendors, projects, payroll runs, 1099s, check printing, ACH batches, mobile deposits, inventory bundles.
Your real bank, in the books
Your bank connects through Stripe, using the bank's own secure login — your credentials never touch us. Balances and transactions sync on demand, and one Update click pulls every linked account and sorts the new transactions end to end.
- Live balances and transactions for every linked account
- Income and spending categories set up for you automatically — revenue, cost of goods, and operating expenses that match how businesses actually file
- Transactions sorted automatically by vendor and keyword rules, with the built-in AI placing whatever's left using your own category list
- Review queue with one-click accept — accepted rows go straight into the books
By the numbers
An advisor grounded in the actual tax code
The entire U.S. tax code lives inside the platform, fully searchable. Ask a tax question and the AI looks up the law first, then answers — citing the exact sections that apply, not guessing.
⚖️Ask anything
"Can I write off this home-office buildout?" — answered from the sections of tax law that actually govern it, with the citations to prove it.
🔍Analyze an expense
Feed it a real transaction and get a clear read on whether it's deductible, what limits apply, and the exact sections to hand your CPA.
2,127 sections of the tax code, searchable right inside your books — following the same rule every Synergy AI follows: look up the truth first, then answer.
Built like money depends on it
🔐Single sign-on
Behind SynergyAuth with a strict allowlist — accounting is need-to-know, not company-wide.
🛡️Encryption at rest
Account numbers and payment details protected with bank-grade encryption before they ever touch the database.
💾Tested backups
Nightly database backups with restore actually verified — not assumed.
NestJSReact + VitePostgreSQL + PrismaStripe Financial ConnectionsBuilt-in AIDocker Compose