![]() Personal setup call and top-rated customer support Learn more about automated categorization. This not only ensures that all your transactions are categorized the same way, but also gives you a bridge between channels by filling in the gaps in data according to the rules you make. It uses a very intuitive, no-code, if-then design that lets you set up rules and streamline your final reports. A great way to help you with the categorization of your transactions is automated categorization. Automated categorizationĪcross many sales channels and payment processors, there are bound to be differences in which information gets classified that in turn can cause some missing data. Learn more about how Synder creates P&L and Balance Sheet reports and helps with reconciliation preparation. The tool pulls all the necessary details from connected platforms, such as fees, payouts, sales, and makes reconciliation really smooth, saving you lots of time and stress. You can arrange the data in your P&L the way you want and have it displayed by many categories including product, payment processor, location, and many more.Īccurate reporting helps to significantly ease the reconciliation process. Major reports, such as P&L and balance sheets are created in accounting systems automatically, you simply choose the timelines or dates, and have your report ready with a click. Accurate reports and stress-free reconciliation Choose the mode which fits your clients’ needs best and either enjoy detailed sales records or easily review your clients’ monthly transactions. A clients with larger transactional volumes requires more general information featuring summarized daily journal entries per platform, which is easily achieved with the Daily Summary sync mode. A small business usually needs detailed transactional information, including sales, customer and product details in their books, which is best delivered with Synder’s Per Transaction sync mode. To cater to a wide range of clients, both with low and high transaction volumes, Synder offers two varieties of data synchronization. Visit Synder’s integration page to see the full list of available integrations. The platforms and payment processors are synced together in one source of truth and all transactional data is collected accurately and automatically in one single source of truth. New integrations are being added regularly. Synder Sync offers the largest list of integrations from all accounting software, syncing platforms like Amazon, Shopify, Etsy, and eBay, and payment processors like Stripe, PayPal, Square, etc. Key features of the software All-in-one solution with 25+ integrations Synder integrates with QuickBooks, QuickBooks Desktop and Xero, ensuring the maximum accuracy of the books and the SOC-2 level of data security. ![]() With Synder, you’ll get a bridge that will sync all your clients’ platforms and payment processors, prepare the books for smooth reconciliation, and provide you with the full picture of your clients’ business performance. Synder offers exactly that – it’s a solution for all the bookkeepers and accountants working with e-commerce businesses. Having e-commerce clients calls for a special type of software.
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