Become the Complete
Business Advisor
The ultimate platform helping accountants deliver high-impact advisory services by connecting clients with trusted experts and leveraging AI-powered financial tools.
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Are you a Accountant/Bookkeeper or a Professional? Get started!
Top 25
and the fastest growing US accounting firm
"At Aprio, we are focused on our commitment to building the firm of the future and reimagining the client experience." Aprio goes beyond numbers and offers entrepreneurs a seamless one-stop solution for all their business needs, with expert advisors to support growth.
At Syndesi, we’re bringing this vision to the UK—empowering small to mid-sized accountants and bookkeepers with the technology they need to compete at the highest level.
At Syndesi, we’re bringing this vision to the UK—empowering small to mid-sized accountants and bookkeepers with the technology they need to compete at the highest level.
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Accountants and Bookkeepers, become the firm of the future.
When your client asks, 'Do you know someone who can…?'—we help you say yes with confidence. We empower small to mid-sized accountants/bookkeepers to compete with big firms by enabling seamless introductions to complementary professionals, ensuring your clients get everything they need 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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Empower Your Clients with AI-Powered Financial Insights
SmartSaver AI helps your clients feel more confident about their finances — instantly. With just a few clicks, clients can get a clear, personalised and actionable view of their financial position, plus AI-driven insights that support smarter decisions and long-term goals. Clients can also share their financial snapshot with you ahead of time — giving you instant context and saving hours of prep work. You’ll spend less time gathering basic info and more time delivering real advice that drives impact.
✅ Deeper financial clarity for your clients
✅ Save time with instant context and fewer admin tasks
✅ Reconnect with past clients and unlock new opportunities
SmartSaver AI is quick, easy, and completely free for you and your clients — delivering value that goes beyond the numbers.
✅ Deeper financial clarity for your clients
✅ Save time with instant context and fewer admin tasks
✅ Reconnect with past clients and unlock new opportunities
SmartSaver AI is quick, easy, and completely free for you and your clients — delivering value that goes beyond the numbers.
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Revenue Calculator
Wondering how Syndesi can benefit your firm? Use our Revenue Calculator to estimate the additional value our platform can bring to your business by enhancing client relationships, expanding your network, and driving revenue growth.
Calculate Your RevenueChoose the Right Syndesi Solution
Proactive Client Advisory
Ideal for firms that want to stay actively involved in client support and service delivery.
✔ Personally invite and engage your clients
✔ Track client activity seamlessly
✔ Stay compliant with industry regulations
✔ Access to SmartSaver AI financial wellbeing tool
✔ Personally invite and engage your clients
✔ Track client activity seamlessly
✔ Stay compliant with industry regulations
✔ Access to SmartSaver AI financial wellbeing tool
Branded & Automated
Best for firms seeking a seamless, hands-off experience.
✔ Share a branded platform with clients
✔ Clients connect directly with trusted professionals
✔ Control featured professionals & receive performance reports
✔ Ensure compliance effortlessly
✔ Access to SmartSaver AI financial wellbeing tool
✔ Share a branded platform with clients
✔ Clients connect directly with trusted professionals
✔ Control featured professionals & receive performance reports
✔ Ensure compliance effortlessly
✔ Access to SmartSaver AI financial wellbeing tool
Private & In-House
Perfect for firms needing an internal, firm-wide solution.
✔ Private, firm-branded platform (not client-facing)
✔ Boost transparency across teams and departments
✔ Gain professional insights through feedback and peer reviews
✔ Expand your network while maximising existing connections
✔ Access to SmartSaver AI financial wellbeing tool
✔ Private, firm-branded platform (not client-facing)
✔ Boost transparency across teams and departments
✔ Gain professional insights through feedback and peer reviews
✔ Expand your network while maximising existing connections
✔ Access to SmartSaver AI financial wellbeing tool
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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Get started in 3 Simple Steps
As easy as 1-2-3
01
Connect & Collaborate
Access a network of trusted and vetted professionals (mortgage advisors, IFAs, lawyers and more).
02
Support with Confidence
Make seamless client introductions while staying fully compliant with regulatory requirements.
03
Earn & Add Value
Unlock new revenue streams while offering clients exclusive discounts and expert advisory support.
GET STARTED
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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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