Synder

Automate multichannel bookkeeping and reconciliation to reduce manual data entry and keep accounting records accurate and organized.

Automate compliant subscription revenue recognition, update schedules as billing changes, and provide finance teams with audit-ready revenue records and reports.

Turn connected sales data into clear reports and cross-channel insights to help teams make informed business decisions and grow efficiently.

Import spreadsheet data in bulk to supported accounting systems, reducing manual transaction entry and enabling recurring imports.

Manage Synder accounting workflows through conversational AI, with scoped access and approval controls for changes.

Synder Sync

Synder Sync automates multi-channel bookkeeping by transferring sales, fees, refunds, taxes, and payouts from 30+ platforms into accounting software such as QuickBooks, Xero, Sage Intacct, and NetSuite. Choose Per Transaction Sync for detailed transaction records or Summary Sync for aggregated journal entries by day, payout, or period. The product also supports reconciliation against platform reports, historical data imports, transaction categorization, inventory tracking, and multi-currency accounting.

• Centralize Sales Data
  Bring transaction data from multiple platforms into connected accounting software, reducing the need to enter sales information manually or manage separate channel records.
• Verify Books Against Platforms
  Compare accounting records with platform reports and balances inside Synder, helping teams find missing or discrepant transactions and review results before month-end.
• Choose Your Record Detail
  Use individual transaction records when detailed sales information is needed, or consolidated summaries to reduce minor details in the accounting system.
• Automate Transaction Categorization
  Apply consistent accounting classifications as transactions sync, reducing manual sorting and helping entries reach the intended accounts and dimensions.
• Bring Historical Records Into Books
  Add past transaction data during setup or when catching up on records, so accounting books can include historical activity as well as new transactions.
• Record Transactions Across Currencies
  Record international sales with currency information and exchange rates, and reconcile payouts even when the payout currency differs from the sales currency.
• Undo And Re-sync Transactions
  Correct synced records by rolling them back and applying updated configurations when synchronizing again.
• Record Tax In The Right Accounts
  Keep tax details and marketplace-withheld amounts represented in the accounting system, supporting more complete tax records and reports.
• Protect Connected Financial Data
  Use a bookkeeping sync service with stated security controls, encryption, testing, and compliance commitments for connected financial data.
• Track Inventory And Product Costs
  Keep inventory information and product costs connected to synced sales, supporting inventory tracking and cost of goods sold calculations in accounting records.
• Match Products Across Channels
  Map channel-specific product records to accounting items so sales of the same product can be represented consistently in the books.
• Apply Payments To Open Invoices
  Connect incoming payments with their corresponding invoices to help keep accounts receivable records up to date.
• Avoid Duplicate Book Entries
  Keep synced records organized by avoiding duplicate entries when transactions are transferred or re-synchronized.
• Separate Data By Platform Account
  Connect multiple accounts on the same platform and keep their transaction data organized separately in the accounting workflow.

Synder RevRec

Synder RevRec automates subscription revenue recognition for businesses using Stripe or Excel imports. It allocates revenue across billing periods under GAAP, ASC 606, and IFRS 15, updates schedules as subscriptions change, and posts recognition entries to QuickBooks Online, Xero, Sage Intacct, or NetSuite. Waterfall and balances reports provide drill-down views of booked, recognized, and deferred revenue, while reconciliation tools help verify deferred revenue balances.

• Recognize Revenue Under Key Accounting Standards
  Apply revenue recognition rules aligned with GAAP, ASC 606, and IFRS 15, with revenue recorded as service is delivered rather than when payment is received.
• Post Recognition Entries To Your Ledger
  Send recognition entries to supported accounting platforms and record revenue moving from deferred revenue to income, without relying on CSV exports or manual journal entries.
• Build Schedules From Stripe Or Excel Data
  Use Stripe data or an Excel upload as the basis for subscription schedules, with supported Stripe subscription changes reflected in the revenue recognition workflow.
• Allocate Revenue Across Billing Periods
  Spread revenue across the periods in which services are delivered, helping align recognized revenue with the applicable billing period and performance obligations.
• Update Schedules When Subscriptions Change
  Reflect subscription changes in recognition schedules automatically, reducing the need for manual schedule adjustments and ensuring subsequent entries reflect the updated subscription.
• Review Revenue And Deferred Balances
  View booked, recognized, and deferred revenue over time, inspect the subscriptions and transactions behind report figures, and download data for an auditor or board.
• Compare Deferred Revenue Across Records
  Check deferred revenue against related accounting records and recognized revenue data, and use drill-down details to investigate differences.
• Recognize Revenue As Services Are Delivered
  Keep accrual-basis P&L reporting aligned with service delivery when invoices have extended payment terms, rather than relying on payment collection timing.
• Recognize Foreign-Currency Subscriptions In Home Currency
  Track subscription revenue in the home currency using Stripe's conversion rates for synced Stripe data or rates supplied in an Excel import.
• Allocate Discounts Across Revenue Periods
  Reflect discounts in recognized revenue across the relevant billing periods and associate coupons with the products to which they apply.
• Protect Revenue Data With Security Controls
  Support security review with documented certification and compliance information, encryption for data at rest and in transit, and regular independent penetration testing.

Synder Insights

Synder Insights is a cross-channel analytics tool for ecommerce businesses that brings data from 30+ platforms into a single dashboard. It provides real-time sales data, financial metrics, product and customer cohort reports, and cross-platform ecommerce KPIs to support data-driven decisions. Users can customize dashboards with filters, create reports from synced transaction data, and receive daily or weekly email notifications. The platform also offers editable report templates and, in supported plans, cost of goods sold (COGS) reporting.

• Unify Data Across Channels
  Bring data from connected platforms into one analytics environment instead of relying on multiple applications.
• View Current Business Data
  See data from connected platforms together in a customizable dashboard, making current business information easier to access.
• Track Cross-Platform Performance
  Review sales data and ecommerce KPIs across platforms to support informed, data-based business decisions.
• Build Tailored Reports
  Configure reports around business questions using the chart types, metrics, groupings, filters, and sorting options you need.
• Generate Charts From Questions
  Describe the information you want in plain language and let AI build a chart, then refine the result without starting over.
• Start With Editable Templates
  Apply curated starter reports in one click and edit them to fit your reporting needs.
• Analyze Products And Customers
  Explore product performance and customer cohorts using detailed reports based on connected business data.
• Review Reports In One Place
  Bring saved reports together in a dashboard and compare them using a consistent date range and flexible viewing options.
• Receive Scheduled Updates
  Get business data and insights delivered through daily or weekly email notifications.
• Import Data Instantly
  Bring connected-platform data into Synder Insights for analysis without waiting on a separate data gathering process.
• Include COGS In Analysis
  Use COGS as part of business analysis with plans that include this feature.
• Share Reports With Your Team
  Give team members access to essential reports when and where they need them.

Synder Business Importer

Synder Business Importer is an application for businesses and accountants that imports financial data from Excel, CSV, and Google Sheets into supported accounting systems. It supports QuickBooks Online, Xero, Sage Business Cloud Accounting, and QuickBooks Desktop. Users can import data such as invoices, bills, payments, journal entries, customers, vendors, and products. The process lets users upload files and create transactions in bulk instead of recreating them manually. Cloud users can also schedule recurring imports from linked spreadsheets.

Category: Data Integration Software

• Create Transactions In Bulk
  Process spreadsheet records together in an import, reducing the need to enter each transaction individually.
• Import Diverse Accounting Records
  Upload many common transaction types and accounting entities in bulk, rather than recreating each record manually.
• Import Data From Spreadsheets
  Bring spreadsheet-based financial data into an accounting system using supported local files or cloud spreadsheets.
• Connect Supported Accounting Platforms
  Choose the cloud or desktop version according to the accounting platform in use, then connect the accounting company or local file.
• Map And Reuse Import Fields
  Match spreadsheet data to accounting fields, set fixed values where needed, and reuse saved mappings for imports with the same headers.
• Schedule Recurring Spreadsheet Imports
  Automate repeat imports from a cloud spreadsheet on a selected schedule, monitor schedules, and receive an email when an import finishes.
• Match Payments To Open Invoices
  Link imported payments to matching invoices and update invoice statuses, allowing multiple invoices to be closed in bulk.
• Track Import Status And Results
  Review import progress and outcomes, confirm created records, and consult logs for details about failed or incomplete imports.
• Use Templates And Select Sheets
  Start with an optional pre-formatted template and choose the relevant sheet when a workbook contains multiple sheets.

Synder MCP Server

Synder MCP Server connects Claude, ChatGPT, Cursor, Claude Code, and other MCP-capable assistants to a user’s Synder account. Through plain-language requests, an assistant can check account and sync health, diagnose failed syncs, manage transactions, adjust integration settings, build Smart Rules, retrieve reports, run imports and reconciliations, and work across organizations. Access can be read-only, full, or custom; supported connection methods include OAuth sign-in and personal access tokens. The assistant operates with the permissions granted by the user, requests confirmation before changing data, and can be disconnected or have its token revoked at any time.

• Connect Familiar AI Assistants To Synder
  Use an MCP-capable assistant to give Synder-related instructions in plain language without switching to a separate Synder screen for each task.
• Limit Access To Selected Permissions
  Match the assistant’s capabilities to the access granted in Synder, from read-only information to selected actions or full access.
• Approve Changes And Revoke Access
  Keep control of Synder data by confirming actions before they are applied and revoking an app’s or token’s access when needed.
• Spot Account Issues From One Request
  Ask for an account health check to identify issues that need attention and get an explanation or a link to address a platform connection.
• Manage Syncs Through Conversational Requests
  Request transaction or pending-sync actions in the assistant, review the proposed action, and confirm before changes are made.
• Explain Failed Syncs In Plain Language
  Understand what happened in a failed sync and the suggested fix without manually investigating the sync details.
• Configure Settings From Business Instructions
  Describe how the business operates or wants sales booked, then review and confirm the resulting settings plan before it is applied.
• Retrieve Reports With Plain-Language Requests
  Ask for sales or expense figures by day or month, or request a Profit & Loss or balance sheet from QuickBooks Online.
• Run Imports And Reconciliation With Approval
  Start a historical import or reconcile supported platform activity against a QuickBooks Online clearing account after reviewing and confirming the request.
• Manage Client Organizations In One Conversation
  Review organization status and handle supported workflows across accessible client organizations without starting a separate conversation for each one.
• Choose A Supported Connection Method
  Connect through an authorization flow or, for developer tools, create a personal access token with a selected permission level.
• Build Smart Rules Through Conversation
  Describe a desired transaction categorization rule in plain language and use the assistant to help create it.