Synder
70 Case Studies
A Synder Case Study
Evangeline, a CPA with over a decade of experience, faced significant challenges with the bookkeeping for her restaurant clients. The high volume of daily transactions from multiple point-of-sale systems like Square and Clover led to messy, inaccurate records and a reconciliation process that was extremely time-consuming and inefficient. She needed a solution to automate data entry and clean up her clients' books, which is when she turned to the vendor Synder.
Synder implemented its Daily Summary sync mode and product mapping feature to post summarized daily journal entries. This streamlined the reconciliation process from days down to just a few clicks, saving multiple hours per client. The solution provided accurate tracking of sales, fees, and tips, allowing for correct gross and net income reporting. As a result, Evangeline onboarded all of her restaurant clients to Synder, achieving hassle-free bookkeeping and accurate financial statements.