Manage across clients
Move between client workspaces and identify review queues, outstanding requests and close priorities.
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A connected practice.
CYNTROVA / FOR CA FIRMS
A connected practice.
A clearer way
to move it forward.
Bring your clients, your team and their accounting work into one connected environment. Less chasing for context. More time for the work that needs your expertise.
CYNTROVA / FOR CA FIRMS01 / THE PRACTICE, IN PERSPECTIVEYour clients.
Your clients.
Your team. One clear view.
A firm needs to see what is waiting across clients, then move into the right workspace with the right context.
BUILT FOR THE WAY FIRMS WORKMany businesses.
Many businesses.
One practice.
c.The firm workspaceClient work, with context
CLIENT PORTFOLIO
SeptemberSee what needs you.
ASAster Studio4 purchase draftsReview pending
NRNorthline Retail2 bank exceptionsAction needed
ODOrbit DesignSeptember booksReady to close
3 illustrative clients shownPermission-aware collaboration
02 / MORE THAN A LIST OF CLIENTSKeep the work moving.
Keep the work moving.
Keep responsibility clear.
Give the right people access
Structure client and staff responsibilities so the people preparing, reviewing and approving know their role.
Make requests actionable
Ask for a document or clarification in the context of the accounting work it belongs to.
03 / A CONNECTION TO THE BUSINESSThe document.
Explore the connected invoice journey
The document.
The question.
The answer. Together.
A missing detail should not become a week of searching across messages. Bring requests and source context closer to the work.
Client requests with a reason
Connect the request to the invoice, bank exception or reporting question that needs it.
Review in the accounting flow
Use the source document and the prepared draft to assess accounts, tax treatment and amounts.
A shared financial conversation
Publish and discuss the financial picture with the client, with the books as the common reference.
04 / FROM PREPARATION TO CLOSEA considered close.
A considered close.
Step by step.
Use a repeatable sequence, while keeping each client’s accounting decisions in their own context.
- 01
Bring the records together
Connected purchase drafts, outside invoice documents, receipts, payments and bank activity.
- 02
Prepare and resolve
Review AI-prepared fields, request missing context and work through reconciliation exceptions.
- 03
Review and approve
Check accounting and tax treatment. Keep posting responsibility with the authorised person.
- 04
Close and communicate
Review balances, complete the period and share the financial picture with the client.
FOR YOUR PRACTICEThe practical
The practical
questions.
Is the business workspace separate from the firm’s own accounts?
The product model distinguishes the firm’s practice workflow from each client’s accounting records. Client access and review responsibilities should follow the permissions assigned to that relationship.
Can different staff members work on different clients?
Staff responsibilities and client access are part of the firm workspace scope. Discuss your team structure, preparer and reviewer roles, and current access options during a walkthrough.
Do clients have to send every invoice through the CA?
A connected supplier invoice can reach the client’s purchase review directly. Outside documents follow the capture workflow. The authorised accounting team reviews the records according to the client’s working arrangement.
Can we move a firm from Tally all at once?
A migration should be scoped around your actual clients and records. Start by reviewing masters, opening balances, transaction history, statutory requirements and a reconciliation plan with Cyntrova. Confirm available migration tooling before choosing a cutover.
THE CONNECTED PLATFORM
Keep exploring.
YOUR NEXT CHAPTERYour next chapter.
Your next chapter.
Across every client.
Tell us how your firm works today. Explore a more connected approach to accounting, review and client collaboration.
Start your trial, or see Cyntrova with your own workflow.