***First posted on Tanya’s Bookkeepers Bootcamp Facebook page and Transcribed for our blog
Tanya : Hello Facebook world again, and those of you joining us here from QB Connect in Vegas, and those who are not here and just joining us virtually. We are here right now with Polly from Synder, and Polly and I have probably been connected for at least five or six years on different apps. Synder actually is one of the apps. That's what we're going to talk about. But they have several others. And so yeah, Polly and I go way back. And I absolutely love the fact that they listen. And they've got a really good base foundation for the app, so I'm just going to throw it out there, Business Importer is them if anybody knows about that. But that's not what we're here to talk about today. I use Business Importer literally every single day now. So yeah, with one client, it's every single day, so absolutely amazing. But you guys are here today to talk about Synder, so let everybody know what Synder is, what it does, and what problems it solves for those who haven't heard of Synder.
Polly : Yeah, hi everyone. So yeah, Synder is an accounting automation app, so it literally connects online payment processors like Shopify, Stripe, PayPal, Amazon, or whatever it is you're using, to QuickBooks. So everything flows in smoothly and your accounting is done automatically. So that's what Synder is for.
Tanya : That's awesome. Now, there are a few other people in this space. Is there anything that differentiates you from some of the others in the same space?
Polly : Absolutely, basically we're proud of the fact that we are very flexible. So we're good for accountants because pretty much any need of any business can be met. Unlike some others, we have both sync modes, that's what we call them. So basically, you can choose whether you want your client, or for your business, if you're doing this for your business. So whether you want each and every transaction to go into your books. Each and every sales receipt, or invoice and the fees. So it can flow into Quickbooks per transaction, or you can switch and for example, for the other client you can have it just posted with daily batches and daily summaries. So you can do that. So you have a lot of other stuff like smart rules and basically tell Synder, OK if the vendor name for this PayPal expense is x, categorize it like that. So that's how you can do this and this whole thing is fully automated.
Tanya : That's awesome, and I love the fact that you've got the options that, as you say, you can have, either the individual detail versus the daily summary, so that way it opens it up a lot more. Personally, I think the individual might be too much, but maybe it's not. It depends on the client. You need to be able to access it somewhere, and maybe you can access it easier through QuickBooks, who knows? Because the thing with this is, to do forecasting and budgeting. and any of the reports, we do need the detailed information on a more regular basis monthly.
Polly : Exactly so like if smaller businesses, sometimes they just check their inventory in QuickBooks, and through that, you can use daily summaries. You have to use per transaction flow and see that the inventory of every inventory product you know goes down as you have a sale. For eCommerce space that's a huge issue, you for your costs to be calculated for you, and your inventory to be updated. And if you track this in QuickBooks, that's super important. So that's kind of why people would use the different modes.
Tanya : Absolutely, and again that's so important and I love the choice. The choice is absolutely amazing and I've been working with their onboarding, I got sick so I fell a little off on that. But you know, we keep going and it's actually quite intuitive what we've seen so far. So I haven't gotten to see the new one because I got ill and lost my voice. I'll be doing that within the next week. And if I don't, Polly's gonna be like, OK, I'll just like throw something at you now, I'm close enough. So it'll be really good, but it is really intuitive to go through.
Polly : We've kind of tailored it to be for professionals specifically, so you can manage multiple clients. You can invite your clients to pay or to connect their systems if you don't have credentials. It's all there. But we have a huge user base of just small business owners and they're doing the whole thing by themselves if they're just on the way to looking for an accountant. So that's kind of why it's so easy because we're keeping both directions. So it should be simple enough for a regular business owner to just come in and do the thing. But it also has this gigantic set of features, settings, rules, and modes so that you can really use it for accounting professionals.
Tanya : That's awesome. And they are here as well at QB Connect. So do you know your booth number? Whereabouts on the floor are you? What are you near?
Polly : It's right behind the Digits. So it's on the left-hand side, so when you go in, it's on that side.
Tanya : Perfect well, our team will know where they are as well. So if you can't find them, come look for our team with the Bootcamp shirts, we'll be able to take you over there for sure. And then you can check out the product, talk to Polly, and Ilya is here. Is it just the two of you or did you bring other team members?
Polly : Michael as well, and we've brought some more team members, so yeah, just come in and see for yourself.
Tanya : That's awesome to be able to do that. They are also a beagle sponsor, and part of the online scavenger hunt where you can win an iPad. So make sure to go on and check that out, whether you're here, whether you're just, watching from online and checking things out with a little bit of FOMO. That's OK, you can still get involved in all of this, and we are at just over $1500 that's being donated to Beagle Freedom Project. So thank you very much for your part in this and that's great. So yeah, they will have the beagles. We'll know where the beagles are. Either our team or Synder will know where their beagles are. So make sure to go by the booth and check that out if you're looking for the beagles. But make sure that you check out the product, and what they have, and see if it's a solution and if it works for you or your clients.
Polly : Basically, if you're having online businesses with online sales selling through pretty much any platform, you can go ahead and just automate this, stop entering all the data manually or using huge Excel spreadsheets trying to upload them somewhere. So yeah, Synder kind of brings this lift from your shoulders, and everything is automated so it frees up the time for more important things that accountants I know will do.
Tanya : And you guys also have a really good pricing model, as well as the fact that you still have a price for people that are just weekend warriors we call them with just really small hobby businesses, all the way up to the bigger, full time retail or wholesale, eCommerce.
Polly : Yeah, so I know that you like this fact and we try and keep it that way so that once your business grows, or your client's business grows, so you can grow with them.
Tanya : Yeah, and that's really good and I like that because again, I know for us, some of our clients are just these smaller ones and we want to help them grow. And this is a solution that you can do that's very affordable without having to do it manually. Just get into there right away because the more efficient we can be, the more we can help them grow, and then it's better for you because then you move up packages, right? So there we go.
Polly : Win-win for everyone.
Tanya : Exactly. So just as we're getting ready to wrap up, is there anything else that you want everybody out there to know about?
Polly : Well, basically the good thing to know about is that if you're hesitant, you don't have to go in and purchase something to try. So it's free to try and has a free trial. And also on the trial, we have a huge support team that will be there to answer any of your questions. So if you're hesitant, just go to our website, synder.com. Just check it out and see if it really can save your time for your clients to do more business growth things than just data entry and spending your time on that.
Tanya : Yeah, it actually, maybe we'll show them the spelling sitting there on your shirt. There you go. synder.com So, yeah, there you go. Ok and then again, part of the online scavenger hunt, so make sure that you get in, check that out. Stop by the booth, and say hello. They've come a long way. Polly comes from Denmark, so she's come a long way. So make sure that you come to say hello and check everything out. And I guess that's it then. So thank you so much for coming by Polly. And this is our first time meeting in person, so I'm so excited. So come by, and check them out. If you can't find where they are again, look for one of us. We're going to know where they are. We can get you over there and have a wonderful conference. And for anybody online again, check them out online. Getting the scavenger hunt, which will get you to their website and have a wonderful conference. Ok, we'll see you later bye.
Until next time,
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