Become the Complete
Business Advisor
The ultimate platform helping accountants deliver high-impact advisory services with a suite of tools — connecting clients to trusted experts and leveraging AI-powered financial insights.
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Are you a Accountant/Bookkeeper or a Professional? Get started!
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Accountants and Bookkeepers, become the firm of the future.
We empower small to mid-sized accountants/bookkeepers to compete with big firms by enabling complete financial well-being for your clients. All in one place.
Earn new revenue through trusted partner introductions
Higher client retention by broadening your offering
Zero admin lift – it’s all done for you
A branded financial wellness tool for your clients
Your brand front and centre – we stay in the background
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Professionals, Unlock business opportunities on demand
Whether you're an IFA, lawyer, mortgage broker, insurance provider, or other professional, empower your practice and unlock growth. Gain new business on demand and build lasting connections to enhance your success.
High-quality leads assured through efficient triage
Say goodbye to expensive lead generation
No more missed growth opportunities
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Our Solutions
Discover how our smart tools can enhance your services
Trusted Networking & Proactive Advisory - The All In One Hub
Syndesi Smart Partner is your hub for expanding and managing trusted professional relationships—built for accountants. From sourcing experts to making compliant introductions, everything happens in one secure, easy-to-use place.
When clients ask, “Do you know anyone who can…?” Syndesi connects you instantly to the right experts, so you always answer with confidence.
✔︎ Multi-discipline panel: IFAs, legal, mortgage & more
✔︎ Transparent referral earnings & inbound referrals
✔︎ Fully branded to your firm, works on any device
✔︎ Compliant, trackable, audit-ready introductions
✔︎ One-click referrals with Chrome/Edge extension
✔︎ Integrates with Sage and Zapier
When clients ask, “Do you know anyone who can…?” Syndesi connects you instantly to the right experts, so you always answer with confidence.
✔︎ Multi-discipline panel: IFAs, legal, mortgage & more
✔︎ Transparent referral earnings & inbound referrals
✔︎ Fully branded to your firm, works on any device
✔︎ Compliant, trackable, audit-ready introductions
✔︎ One-click referrals with Chrome/Edge extension
✔︎ Integrates with Sage and Zapier
Financial Wellness Made Easy
The financial wellness tool helps you help your clients save money smarter without any extra admin or cost.
✔ Analyses personal, credit, and business accounts (sole traders) securely
✔ Delivers personalised, actionable tips and insights to build financial confidence
✔ Helps accountants open valuable, timely advisory conversations
✔ Re-engages dormant clients with relevant nudges
✔ Branded to your firm, with no tech lift—ready in days
✔ Includes a full marketing pack and ongoing support
✔ Analyses personal, credit, and business accounts (sole traders) securely
✔ Delivers personalised, actionable tips and insights to build financial confidence
✔ Helps accountants open valuable, timely advisory conversations
✔ Re-engages dormant clients with relevant nudges
✔ Branded to your firm, with no tech lift—ready in days
✔ Includes a full marketing pack and ongoing support
Flexible Pricing Plans
We offer a free version of our platform specially designed for accountants and bookkeepers, along with flexible pricing plans to suit your needs. For detailed pricing or to find the best fit for your needs, feel free to reach out to our team today.
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Why Choose Syndesi?
Become the Firm of the Future
Expand your role beyond compliance and become the complete business advisor.
Fully Branded
Your brand front and centre, we stay in the background.
Higher Client Retention
Deliver greater value to your client by broadening your services.
New Opportunities
Earn new revenue through trusted partner introductions.
Financial Wellbeing
Get a free, AI-powered tool to boost your client's savings and MTD habits.
Zero admin lift
You don't have to do anything, it's all done for you.
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Why Syndesi?
Provide greater value to your clients using data and technology to rapidly connect to peer-validated, vetted, and trusted professionals.
Accountants
Features included :
Vetted And Specialist Professionals
Multiple Quote Camparison
Ability To Whitelabel
Professionals
Features included :
High Quality Leads
No Fee Split
Fixed Monthly Membership
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