Become the Complete
Business Advisor

The ultimate platform helping accountants deliver high-impact advisory services with a suite of tools — connecting clients to trusted experts and leveraging AI-powered financial insights.
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Are you a Accountant/Bookkeeper or a Professional? Get started!

Our Solutions
Discover how our smart tools can enhance your services

Proactive Client Advisory

Your smart advisory platform connects you and your clients with the trusted, vetted experts you need.

✔ Invite and engage your clients
✔ Expert network access
✔ Smart Recommendations
✔ Stay compliant with regulations around introductions

Financial Wellness Made Easy

The financial wellness tool helps you help your clients save money smarter and make MTD ITSA easier.

✔ Financial Wellness
✔ MTD ITSA habits through quarterly reminders
✔ Complementary to Bookkeeping and MTD Software
✔ Actionable Insights, Not Just Raw Data

Flexible Pricing Plans

We offer a free version of our platform specially designed for accountants and bookkeepers, along with flexible pricing plans to suit your needs. For detailed pricing or to find the best fit for your needs, feel free to reach out to our team today.
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Why Choose Syndesi?

Become the Firm of the Future

Expand your role beyond compliance and become the complete business advisor.

Fully Branded

Your brand front and centre, we stay in the background.

Higher Client Retention

Deliver greater value to your client by broadening your services.

New Opportunities

Earn new revenue through trusted partner introductions.

Financial Wellbeing

Get a free, AI-powered tool to boost your client's savings and MTD habits.

Zero admin lift

You don't have to do anything, it's all done for you.

"Professionals on the platform are very responsive. Syndesi allows us to compare multiple quotes in one place. We see it as a good value addition to our own offerings to our clients."
DNS Accountants
"Syndesi brings us together with trusted accountants to provide a joined-up and
high-quality service to the clients.
Founders Law
"With Syndesi, our lawyers can quickly review referrals from numerous quality accountants"
Nexa

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

Book a demoand explore Syndesi with us.

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