SyncRobin
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LESS COPYING. MORE CLARITY.

Your accounting data.
In the right places.

Connect your accounts. Choose what moves.
Keep control, from the first record to the next company.

See how it works Find your workflow

A simple workspace for customers, invoices and transactions.

SYNCROBIN / PRODUCT DEMOSample data · No accounts connected
Syncs / London branch

Stripe → QuickBooks

Acme payments London company

Manual sync
Sync settings

This demo uses manual mode for the whole sync. Automatic mode is designed to use optional per-object inclusion and exclusion rules, configured here. Table filters do not change those rules.

Invoices

SelectRecordCustomerStatus

Select sample records to try a manual sync.

Interactive concept preview. Actions change sample data only; reload or reset to start again.
Different systems.
One clear direction.

StripeQuickBooks

QuickBooksXero

QuickBooksQuickBooks

Example workflows · Connector availability may vary
SIMPLE ON THE SURFACE. CONTROL UNDERNEATH.

A little less admin.
A lot more control.

A clear source. A clear destination.
And a deliberate choice about what goes between.

Connect once.
Use it where you need.

Keep external accounts in one place. Reuse a connection across syncs without treating every workflow as a new account.

Connections, kept together

Start with the records.
Stay in control.

Review New, Synced and Excluded records in manual mode. Select what should move and restore exclusions when plans change.

Your records. Your decision.

Set the direction.
Define the details.

Choose automatic mode for a sync, then add optional rules for each object. Use field equals or contains to shape what moves.

Rules where they belong
FROM CONNECTED TO IN SYNC

Three decisions.
One clear workflow.

Designed to make accounting syncs understandable,
without another complicated workspace.

Try the sample workflow ↗
  1. 01

    Connect your accounts.

    Choose the external accounts you want to work with. Your connections can be shared across multiple syncs.

  2. 02

    Choose what goes where.

    Create a source–destination sync and select the object types: customers, invoices or transactions.

  3. 03

    Pick the pace.

    Review and sync selected records manually, or choose automatic mode and configure optional rules in sync settings.

BUILT AROUND YOUR BUSINESS

One source.
More than one story.

Example workflows for businesses with
multiple systems, branches or company files.

EXAMPLE / TWO BRANCHES

London and Bangkok.
Their own books.

One Stripe account takes payments for both branches. Create a separate sync for each QuickBooks company, with a rule that matches its branch.

Illustrative rule fields; actual fields depend on the connector.

StripeAcme payments
LondonQuickBooks companybranch equals London
BangkokQuickBooks companybranch equals Bangkok
ACROSS SYSTEMS

QuickBooks → Xero

Bring selected accounting data from one system into another through a clearly defined sync.

BETWEEN COMPANIES

QuickBooks → QuickBooks

Prepare a company migration with separate source and destination connections and a deliberate record selection.

A filter changes your view. A rule changes your sync.

Browse the table however you like. Automatic inclusion and exclusion rules stay separate, in sync settings.

A FEW GOOD QUESTIONS

Keep it clear.

The details behind
a simpler workflow.

What is SyncRobin designed to do?

SyncRobin brings standardized accounting data into a simple source-to-destination workflow. Connect external accounts, choose customers, invoices or transactions, and decide how each sync should run. The demo illustrates the intended workflow; it does not connect to external accounts.

How do manual and automatic modes differ?

The mode applies to the whole sync. In manual mode, you select New records to sync or exclude, and can restore excluded records later. In automatic mode, optional inclusion and exclusion rules are configured for each object in sync settings.

Do table filters change what syncs automatically?

No. Table filters only change what you see. Automatic sync rules live separately in sync settings and decide which records are included or excluded.

Can one connection be used in several syncs?

That is the intended model. For example, a Stripe account can be reused as the source for separate London and Bangkok syncs, each with its own destination company and rules.

Which integrations are available today?

Stripe, QuickBooks and Xero are examples of the workflows SyncRobin is being built for. Check the app for current availability. This website and its sample data do not verify live connector support or completed transfers.

ACCOUNTING DATA. MOVING TOGETHER.

Less back and forth.
A clearer way forward.

Explore what a simpler accounting sync can look like.

Explore the SyncRobin demo ↗