Become the Complete
Business Advisor
The ultimate platform for accountants and bookkeepers to digitise, formalise and incentivise natural referrals.
get started
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.
.png)
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 referrals to complementary professionals, ensuring your clients get everything they need in one place.
Find and connect with specialised professionals
Earn commissions or provide client discounts
Ensure compliance with referral regulations
GET STARTED
.png)
.png)
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
GET STARTED
Empower Your Clients with AI-Powered Financial Insights
Syndesi's SmartSave AI provides instant financial insights, highlighting disposable cash, expenses, overspending and more, offering actionable steps to help clients save more and manage money better.
✔︎ Save Time: Provide AI-driven financial insights with no extra effort.
✔︎ Earn Incentives: Seamlessly refer clients and unlock exclusive rewards.
✔︎ Re-engage Clients: Reconnect with past clients and create fresh business opportunities.
✔︎ Attract New Clients: Expand your network and bring in new business effortlessly.
Enhance your services while we handle the workflow—just share SmartSave AI, and let it do the rest.
✔︎ Save Time: Provide AI-driven financial insights with no extra effort.
✔︎ Earn Incentives: Seamlessly refer clients and unlock exclusive rewards.
✔︎ Re-engage Clients: Reconnect with past clients and create fresh business opportunities.
✔︎ Attract New Clients: Expand your network and bring in new business effortlessly.
Enhance your services while we handle the workflow—just share SmartSave AI, and let it do the rest.
.png)
.png)
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
Hands-On Client Referrals
Ideal for firms that want active involvement in making referrals.
✔ Make direct referrals and invite your clients
✔ Track referrals seamlessly
✔ Stay compliant with referral regulations
✔ Access to financial wellbeing tool
✔ Make direct referrals and invite your clients
✔ Track referrals seamlessly
✔ Stay compliant with referral regulations
✔ Access to financial wellbeing tool
Branded & Automated
Best for firms seeking a seamless, hands-off referral experience.
✔ Share a branded referral platform with clients
✔ Clients connect directly with trusted professionals
✔ Control featured professionals & receive performance reports
✔ Ensure compliance effortlessly
✔ Access to financial wellbeing tool
✔ Share a branded referral platform with clients
✔ Clients connect directly with trusted professionals
✔ Control featured professionals & receive performance reports
✔ Ensure compliance effortlessly
✔ Access to 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 maximizing existing connections
✔ Access to 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 maximizing existing connections
✔ Access to financial wellbeing tool
Flexible Pricing Plans
Syndesi Classic and White label Solution is free for Accountants and Bookkeepers. We offer flexible pricing plans for an Internal White label Solution, tailored to meet the needs of different firms. For detailed pricing information, please contact our team today.
contact us
.png)
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
Refer with Confidence
Make seamless client referrals while ensuring full compliance with referral regulations.
03
Earn & Add Value
Unlock new revenue streams while offering clients exclusive discounts and expert advisory support.
GET STARTED
.png)
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
.png)
