Pre-accounting and analysis
Photograph a receipt, an invoice, a subcontractor's insurance certificate, a 1099. Global Office: Sync reads it, pulls every field off the page, and proposes where it goes. You approve. It lands in the right ledger, ready to push into QuickBooks, Xero or FreshBooks with the photo attached.
That takes ten to twenty seconds1, and it is the least interesting thing on this page. That's where most products in this category stop. Because it read every line rather than a total, it can hold your documents up against each other, and things start falling out that nobody typed in. A certificate that lapsed while that person is still on your site. An invoice nobody has chased since June. A hundred and fifty dollars you meant to charge and didn't.
You buy it once and own it. Full Edition, Contractor Edition, and Solo Edition coming.
Three editions, one engine. What changes between them is how much the app has to ask you. An edition with nobody working for you never mentions certificates of insurance. An edition running one business never asks which business this is.
Full Edition opens on the whole practice rather than on one client's ledgers: what needs you today, and whose it is. Then it puts the records together, every line matched against that client's own chart of accounts, so what reaches the accounting software is complete and has the document behind it.
The business explained by its own paperwork: what each job brought in and what it really cost, which subcontractor is missing a certificate or a W-9, and what the spending actually went on. Then it hands the lot over, either straight to your bookkeeper or out to your accounting software, already sorted.
Receipts, income, mileage and the tax documents that come to you, kept in order without being walked through an app built for somebody who hires people. Musicians, drivers, photographers, trainers, anybody filing a Schedule C on their own. It is not built yet, and the price is already set.
Photograph a document, drop in a PDF, or hand over a folder of hundreds at once. Nothing has to be sorted first. A blurry or dark photo is caught on the phone before it is sent, with the choice to retake it or use it anyway. Things with no document get typed straight in, and a loan or credit card payment is split into the interest, which is deductible, and the principal, which never is.
Not just the total. Line items, tax, shipping, dates, the payer block on a 1099, the coverages on an insurance certificate. Then it proposes a category, matched against a real chart of accounts rather than a generic list.
One screen, with the photograph beside the numbers. Anything that needs a second look says why in words rather than in a color. Lines it is not confident about are marked and left blank, because a product that guesses rather than leave a box empty has just made you check every box.
In a ledger built for that document type, with the photograph still attached to it and every field it read listed underneath, down to the line item and the account it was filed to.
You see what will go before anything moves, ledger by ledger. Sync will not send the same record twice, the document lands attached to the transaction on the accounting side, and your correction is remembered for next time.
Everything below follows from one decision near the beginning: read the lines, not the total. Four things fall out of that, and no product fed by bank transactions can do any of them.
Sync proposes
You approve it
Four things nobody typed in
Every one of these came out of paper that had already been scanned for another reason. The numbers are the real numbers.
The dashboard
That is the question the app opens on, and the answer is not the same answer twice. A bookkeeper is asking it about a roster and needs to know whose it is. Somebody running their own business is asking it about one business and its jobs. So the first screen is not the same screen, and neither of them is a screen you set up.
Full Edition
What needs attention across every client, each finding carrying the client's name and the button that deals with it. How many clients need you, how many have something worth knowing and how many are all clear, named in words as well as colored red, amber and green. One coverage figure for the whole practice. A card per ledger. And every client in one table, including the day something was last added, which is the column that tells you who you have not heard from.
Contractor Edition
Three things across the top: compliance, tax forms, and how much of the bank and card spending has paper behind it. Here that reads all six subcontractors covered, two who will need a 1099, and 72 of 95 charges documented. A card per ledger. How ready the people working for you are, each bar opening the Compliance ledger filtered to exactly those people. And every job in one table, with money in, money out, what is left, the miles, and when it last moved.
Human control, and the boundaries
In a category where every product promises to do more, these are decisions with reasons behind them.
There is nothing to install. It runs in the browser, adds itself to your home screen, and updates itself with no app store in the way.
The full tour is the whole of this product on one page, in order, with a screenshot of every part of it. It is long on purpose.