Built for Finance Teams at Growing Agencies

Send branded invoices, track payment status, manage taxes, and log every transaction, all from the same platform where you manage clients.

Highlights

Track All Client Payments In One Place

Synup OS gives finance teams everything they need to manage their daily operations, from invoice generation to payment tracking. Set it up once, stay on top of everything.

Bring All Your Important Documents Together

Don’t get lost in heaps of paperwork. Manage all your contracts, proposals, and signed docs alongside invoices. Use e-signatures, merge fields, and track activity on every file you share with clients.

Get Complete Billing Visibility

You no longer have to wonder if the invoice got lost in the client’s inbox. Synup OS provides real-time tracking with IP address and timestamp logs, helping you follow up at the right time and avoid payment disputes.

Streamline Operations

Bring Cashflow Predictability To Your Agency

Move things faster internally by streamlining operations and providing a smooth client experience.

Centralize All Billing Information

Visualize incoming revenue, unpaid invoices, overdue payments, and subscription health in one central view. This helps you plan ahead and find blockers in your cash flow quickly.

Easy To Offer Subscription Services

Set up recurring payment with auto-generated invoices and auto-pay functionality. Save hours every billing cycle. Offer subscriptions for various services and make your cash flow consistent.

Automate FollowUps And Free Up Time

Automate payment reminders so you don’t have to spend hours chasing clients every month. Customize reminders by client, invoice amount, frequency, or delay duration.

Streamline Key Billing Processes With One Tool

Manual billing processes cost your agency time and money. Synup OS streamlines these workflows with pre-set triggers, reusable templates, and integrated payment tracking, freeing you up to focus on reporting, forecasting, and improving margins.

Automated Billing Workflows

Automate everything from invoice generation to payment reminders. No more chasing clients for payments.

Track Every Invoice

Track client activity on invoices and documents you share. Follow up at the right time to get important payments cleared.

Manage Global Payments

Bill in local currencies & taxes. Accept payments via Stripe, PayPal, and other payment gateways from clients globally.

Benefits

Enhance Payment Experience For Clients

Give your clients a smooth and professional payment experience, so they are more likely to pay on time.

Branded Invoices

Enhance your agency’s professionalism and client trust by offering a seamless, branded billing experience. Finance teams can set custom logos, colors, and sender domains, ensuring every financial touchpoint reflects your agency's identity.

Customized Billing

Every client has unique billing terms. Whether you’re invoicing for ad-hoc projects or ongoing monthly retainers, Synup OS adapts to your model. Finance teams can create and send invoices that reflect the actual work being done, easy for clients to understand.

Simplify Your Agency’s Finance Workflows

Everything you need to manage agency billing, reduce friction, and get paid faster.