How it works
From signup to your first closed month
Set up wings, bank accounts and your team, then run daily invoicing, payroll and reconciliation from the same place — until the month closes itself.
The journey
What happens after you sign up
Six stages, from creating your account to reading your first month-end report.
- 01Sign up
Pick what you need
Choose HR Only, Finance Only or Combined, then enter your organization name, your name, email and a password. Your 15-day free trial starts right away.
- 02Setup
Answer four short screens
Add your company profile with country, timezone and base currency. Then your first location, your first bank account with its opening balance, and your client list from a CSV or Excel file.
- 03Your data
Bring what you already have
Import employees, clients, attendance, inventory, products and petty cash from CSV or Excel. Start invoices from your existing PDFs, or pull customers and invoices from QuickBooks Online or Wave.
- 04Your team
Give everyone the right access
Add users as admin, manager or viewer, then fine-tune what each person can see and do, wing by wing. Employees get their own login to the employee app on their phone.
- 05Every day
Work from one place
Finance sends invoices and records bills and expenses. HR tracks attendance and leave. Employee requests land in Approvals for the right person to sign off.
- 06Month end
Close the month
Run payroll and pay salaries from the right bank account. Upload your bank statement as CSV or Excel and reconcile it. Then open the Month-End Report and Wing Breakdown.
Who does what
One system, a view for every role
Everyone signs in to the same Sync and works in the part that is theirs.
See the whole business
- Finance and HR reports, for one wing or all of them
- Switch between all wings and a single wing from the top bar
- A “Needs attention” list of overdue invoices and bills
- Click any card to jump straight into that module
Sync AI Advisor
Ask your numbers a question
Owners ask in plain words and get answers from the live data already in Sync.
- Answers from your real bank balances, invoices, bills and spending
- Today’s Brief: a one-click summary of what needs your attention
- Read-only, so it never changes anything
- Owner-only, because it can see org-wide finances
Before you start
Questions about getting started
- How long does setup take?
- Most teams are set up within a day. After the wizard, a “Finish setting up” checklist on your dashboard shows what’s left — confirm your company details, upload your logo, add a bank account and add your clients. It’s optional, and you can dismiss it any time.
- Do my employees need to download an app?
- No. Each employee gets their own login to the Employee Portal and can add it to their phone’s home screen. The first time they sign in, a short tour shows them around.
- Can I change my plan later?
- Yes. Start with HR Only or Finance Only and move up to Combined at any time, without losing anything you’ve already set up.
- What happens when the 15-day trial ends?
- Nothing is deleted. If you haven’t subscribed by then, the app locks until you do — your data stays exactly as you left it, and billing stays reachable so you can subscribe and pick up where you stopped. Nothing is ever charged automatically.
- Can my team use Sync in Arabic?
- Yes. Switch between English and Arabic from the top bar at any time. Arabic uses a full right-to-left layout.
- What if I get stuck?
- Every module has its own guide in the Help Center inside Sync, with how-to steps and best practices.
Still have a question? Talk to us
Get started free
The one app where nothing falls out of sync.
Create your organization in a few minutes, or sign in if you're already set up. Your entire operation is one login away.
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