Autonomous accounting operations — with human judgment where it matters
Synfi AI Agents reconciles transactions, classifies expenses, and prepares tax summaries. Escalates decisions that require professional judgment.
What Synfi handles
The agent maintains core accounting operations on an ongoing basis.
Reconciles bank and credit card transactions
Classifies expenses according to firm rules
Prepares month-end working papers
Calculates GST/HST obligations
Maintains audit-ready records
How it operates
Perception
Synfi continuously ingests financial signals — bank feeds, invoices, receipts, and prior decisions — without waiting for manual triggers.
Reasoning
The agent classifies transactions, reconciles discrepancies, and applies accounting logic informed by firm-specific rules and historical context.
Execution
Synfi posts entries, prepares reconciliations, and maintains working papers autonomously, with full traceability.
Escalation
When judgment is required, Synfi surfaces clear exceptions for human review — no noise, no redundancy.
Learning
Reviewer feedback is incorporated continuously, refining future decisions across close cycles.
System characteristics
Runs continuously
Work progresses in the background, surfacing only what requires professional judgment. No manual task initiation.
No training required
Understands common accounting workflows from day one. Minimal setup or onboarding.
Adapts to your firm
Learns firm-specific rules and preferences through reviewer feedback, becoming more accurate with each cycle.
Firm-grade data handling
Encrypted in transit and at rest, with strict access controls and auditable logs. Built for regulated environments.
Reliability by design
Every task is coordinated, verified, and documented.
Correct agent, every time
AI Orchestrator
Ensures the right specialist agent is assigned based on task context, data type, and accounting intent.
Purpose-built agents
Specialized Agents
Each agent is designed for a specific accounting responsibility — reconciliation, categorization, or tax preparation — not generic reasoning.
Nothing slips through
Validation Layer
Multi-step verification checks consistency, accuracy, and compliance before results are surfaced for review.
Audit-ready by default
Output Engine
Outputs include inputs, decisions, and supporting documentation — structured for review and audit.
Built for professional judgment
Synfi operates autonomously within defined professional boundaries. The system executes routine work but never makes final judgments on exceptions, unusual transactions, or client-specific interpretations.
Every action is traceable. The agent generates complete documentation of inputs, reasoning, and outputs.
Synfi surfaces exceptions clearly and maintains audit trails automatically.