How to connect your AI assistant to Synder (MCP)
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Navigating Synder: A Guide for Summary Sync Users
- Dashboard
- Mapping
- Summaries
- Reconciliation
- Products and services
- Analytics
- Revenue recognition
- Settings
- AI Hub
- Custom development
- What’s New
This guide walks you through the Synder interface in Summary Sync mode — what each section of the left-hand menu is for, and …
Navigating Synder: A Guide for Per Transaction Sync Users
This guide walks you through the Synder interface in Per Transaction Sync mode — what each section of the left-hand menu is for, and the key buttons you will use on each page. …
How RevRec Credits Work: Understanding Your Billing
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How to connect Kajabi to Synder
This guide explains how to connect Kajabi to Synder. Kajabi is now a native premium sales channel, so once you connect it, Synder automatically pulls your Kajabi Payments sales, refunds, and disputes and then records them in your …
How to Switch to Synder from Another Sync Tool (Webgility, A2X, Bookkeep)
Ready to switch to Synder from another integration tool — for example Webgility, A2X, Bookkeep, Connex, or a custom Zapier setup? This guide walks you through a clean cutover into QuickBooks Online or Xero. Because …
How to Reconcile Any Integration Manually in Synder (Square, WooCommerce, eBay, Etsy, Clover & more)
Some integrations don’t support automated or assisted reconciliation, so you reconcile them manually — by uploading a transaction report and matching it against your data in Synder. Manual transaction reconciliation applies to Square, WooCommerce, eBay, Etsy, Clover, TikTok, Walmart, BigCommerce…
Balance Reconciliation in Transaction Reconciliation
Transaction Reconciliation answers one question: does every transaction in my sales platform have a match in my accounting? It works row by row. Balance reconciliation answers a second, different question: does the total change in my account balance match the …
Multi-Channel Selling with Per-Transaction Sync: Clearing, Classification, Taxes, Multicurrency, and Reconciliation
If you sell across more than one sales channel — a marketplace like Amazon or eBay, a storefront like Shopify or your own website, plus a payment processor like Stripe or PayPal — every channel deposits money into your bank …
Multi-Channel Selling with Summary Sync: Clearing, Classification, Taxes, Multicurrency, and Reconciliation
If you sell across more than one sales channel — a marketplace like Amazon or eBay, a storefront like Shopify or your own website, plus a payment processor like Stripe or PayPal — every channel deposits money into your bank …