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Sync

Remote Bookkeeper Suite

Sync is our premium, real-time bookkeeping service* for growing businesses that need the reliability of an in-house bookkeeper—without the cost or overhead. With Sync, your books are updated daily or weekly (depending on the plan), and you gain complete operational visibility, faster reporting cycles, and enhanced internal controls.

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*Payroll, CRA audit support, and forecasting are excluded. Revenue recognition and custom invoicing setups are available as add-ons.

Title
SyncLite
SyncFlow
SyncCore
SyncOps
SyncMax
Transaction Volume
Up to 400/month
Up to 700/month
Unlimited (Fair Use)
Unlimited (Fair Use)
Unlimited (Fair Use)
Accounts Reconciled
Up to 3
Up to 6
All active accounts
All active accounts
All active accounts
Monthly Financial Reports
P&L, Balance Sheet, Cash Flow
Same + A/R & A/P Aging
Full reports + Budget vs. Actual
Full reports + Dept/Location Splits
Executive-level reporting + commentary
QBO Advanced Subscription
Included
Included
Included
Included
Included
Dext Advanced Subscription
Included
Included
Included
Included
Included
Receipt & Document Automation
Basic Setup
Folder Automation + Tracking
Full Setup + Maintenance
Embedded into Weekly Calendar
SOP-Driven Enforcement
Video Check-ins
Email Only
Monthly email + optional voice note
Weekly 15-min call
Bi-weekly 45-min call
Weekly team calls + strategic insights
Communication Channels
Email + Teams
Teams updates
Teams + live status reports
Embedded Slack/Teams + approvals workflow
Full cross-functional coordination
A/R & A/P Workflow Support
X
Included (entry + reporting)
Included + trend tracking
Included + vendor follow-up
Full oversight of AP/AR workflows
Custom KPI Dashboard
X
X
Included (LiveFlow, Fathom, or Excel)
Included + updated monthly
Multi-layered KPIs with exec summary
Workflow Calendar Integration
X
X
Optional reminders
Yes � Embedded Financial Calendar
Yes � SOP-driven recurring task tracking
SOPs & Financial Process Templates
X
X
Basic templates (add-on available)
Included for AP, AR, receipts
Full SOP set + enforcement & revisions

Real‑Time Bookkeeping, Remote Precision

It’s like having an in‑house bookkeeper—only smarter, faster, and fully cloud‑powered. Gain financial clarity with daily updates, automated workflows, and human oversight.

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