SYNC

Operations

Operations management software for small businesses

Clients, contracts, inventory and the recurring bills nobody remembers to check — all in one place, tagged to the part of the business they belong to.

33
Integrated modules
Multi-wing
P&L by business unit
One login
Finance, HR & Operations
Real-time
Cash & people visibility
app.sync/clients
The Sync clients and vendors list, showing contact details for each client

The day-to-day of running a small business rarely fits neatly into "finance" or "HR" — it’s the client contract you need to find in a hurry, the subscription that renewed without anyone noticing, the inventory item nobody remembers who has, the reminder that just didn’t happen.

These are small things individually, and that’s exactly why they slip — nobody owns "operations" as a full-time job at a small company. Sync gives that scattered layer of the business one home instead of a folder, a spreadsheet, and a calendar reminder that gets snoozed.

It shows up hardest for the businesses juggling several of these relationships at once — a property manager with a contract, an inventory list and a vendor per building, or an agency running each client account as its own mini-operation. Sync tags every contract, inventory item and reminder to the business unit it belongs to, so "which building was this for" isn't a question anyone has to answer from memory.

What's included

Clients & vendors

One record per relationship — contact details, contracts and the full transaction history — instead of a contact card and a hope.

Contracts

Track start dates, renewal terms and expiry across every client and vendor agreement — and draft the amendment or renewal itself from a template when terms change, instead of starting from a blank document.

Inventory

Know what equipment or stock you have, and who it’s assigned to, without a spreadsheet that’s only accurate the week it was last updated.

Travel

Log trips and reimbursements against the right client or project, with claims that flow straight into payroll instead of a separate expense process.

Subscriptions

See every recurring bill the business is on the hook for in one list, before a renewal becomes a surprise line item.

Reminders & announcements

Set a reminder once and it actually reaches the right person — and company-wide announcements land in one place, not a chat thread people scroll past.

Operational reports

Purchase order pipeline and expense-by-category breakdowns, filterable by wing and date range, so spend is visible before it becomes a surprise at month-end.

Business wings

Every contract, inventory item and reminder is tagged to the branch, building or client it belongs to — so "which one was this for" isn't a question anyone has to answer from memory.

How it flows

1

Add the relationship

A client, vendor or contract gets one record — contact details, terms and history — instead of a contact card and a hope.

2

Track what moves

Inventory gets assigned, travel logs against the right client or project, subscriptions sit in one list before a renewal surprises anyone.

3

Get reminded before it's missed

A reminder actually reaches the right person once, automatically — not a calendar entry that gets snoozed into never happening.

4

See it as one report

Purchase order pipeline and expense-by-category, filterable by wing and date range, so spend is visible before it's a surprise at month-end.

Built for more than one company

Your books stay yours

The business next door could be on Sync too. That's not something you have to take our word on — separation isn't a setting someone can misconfigure, it's how every query is written. Inside your own organization, segregation of duties works the same way: who can act, who can reverse it, and a logged trail of both.

  • Your data is filtered by organization at the query itself — not hidden in the interface
  • That scope is read from a signed token, so a request can never ask for another org
  • Segregation of duties down to the action: raising an invoice, receiving payment on it, and reversing it can each need a different permission
  • Every reversal or deletion is logged — who did it, when, and what the record said before
  • An automated suite tries to read across organizations on every release
  • Uploaded files are stored under your own organization’s path
Org-scopedEvery query filtered by your organization
Token-derivedScope comes from a signed token, never the request
SegregatedAround 50 permissions decide who can act, reverse, or only look
LoggedEvery reversal or deletion recorded with who, when, before and after
Rate-limitedLogin throttled, passwords hashed
Per-wing grantsAccess scoped to a business unit, not just a person

Pricing

One plan. Priced by how many people are on it.

No tiers to compare, no feature you have to upgrade to unlock — every organization gets the whole platform from day one.

15-day free trial · no card required

All-inclusive planEarly bird
$32.50
$25/mo base

Plus $2/mo per person on your team (list price $2.60). Sign up now and this is locked in for as long as you stay subscribed — no other fees, no per-module add-ons.

  • 5 people$35/mo
  • 15 people$55/mo
  • 30 people$85/mo
Start your free trial
  • Every business wing, no limit
  • Invoices, bills, banks, cheque tracking & clients
  • Owner dashboard & Ask Sync (AI)
  • Segregation of duties — ~50 permissions, every reversal logged
  • Attendance, payroll, leave, loans & perks
  • Employee self-service portal
  • Bank reconciliation, inventory & travel claims
  • Advanced reporting & recruitment

From the blog

Questions, answered

What counts as "operations" here?

Everything that isn’t strictly finance or HR but still needs a real system: client and vendor relationships, contracts, inventory, travel claims, recurring subscriptions and internal reminders — the day-to-day layer most small businesses run on spreadsheets and memory.

How does inventory tracking actually work?

Add an item once — its type, serial number if it has one, and who it’s assigned to — then reassign or return it as it moves between people or wings. No spreadsheet that’s only accurate the week someone last updated it.

Do travel claims need a separate expense tool?

No — a trip logged against a client or project can flow straight into payroll as a reimbursement, so there’s no separate expense-report process running in parallel with the real one.

Can I use just the operations modules without turning on payroll or invoicing?

Yes — every module is opt-in. Many teams start with clients and contracts alone and turn on finance or HR modules later, at no extra cost, when they’re ready.

How does this connect to the finance side?

It’s the same underlying business — a travel claim becomes a payroll line, a client record ties directly to its invoices, a vendor ties to its bills. Nothing needs re-entering between "operations" and "finance" because it was never two separate systems.

Can I control who can edit or delete a client, contract or inventory record?

Yes — viewing a record never implies write access. Editing, deleting or merging a client is its own permission, separate from just browsing the directory, and the same split runs through contracts, inventory and every other operational record — you decide how far each person's access goes.

Everything in Sync

33 modules. One login. One bill.

Finance, HR and operations under a single roof — so the numbers your team enters once show up everywhere they matter.

Bank AccountsBillsAll ContractsSubscriptionsAttendanceLoans & AdvancesResource LegalRecruitmentInventoryIntegrationsBank AccountsBillsAll ContractsSubscriptionsAttendanceLoans & AdvancesResource LegalRecruitmentInventoryIntegrations
InvoicesPetty CashPurchase OrdersTaxLeavePerksResource DocumentsBusiness WingsUser ManagementAnnouncementsInvoicesPetty CashPurchase OrdersTaxLeavePerksResource DocumentsBusiness WingsUser ManagementAnnouncements
Pending InvoicesClients & VendorsCredit CardResourcesPayrollTravelAppraisalsCompany ProfileBillingPending InvoicesClients & VendorsCredit CardResourcesPayrollTravelAppraisalsCompany ProfileBilling

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