The 1CFO Client Portal
SynKlarity
Financial clarity, finally.
Stop guessing where you stand financially. SynKlarity gives you real-time visibility into your cash, your jobs, and your business performance—so you can make decisions with confidence instead of anxiety.
What You Get
Financial visibility that actually helps you run your business.
Real-time
Visibility
Know Your Cash Position Right Now
See exactly how much cash you have across all accounts, what's coming in, and what's going out. No more spreadsheet gymnastics or waiting for month-end.
13-Week
Forecast
See Where You'll Be in 13 Weeks
A rolling cash flow forecast that shows you the road ahead. Know if trouble is coming so you can act before it arrives.
Job-Level
Profitability
Understand Which Jobs Make Money
Track every job's true profitability in real-time. Stop guessing which projects are winners and which are bleeding you dry.
Proactive
Alerts
Get Alerts Before Problems Hit
Intelligent alerts surface issues that need your attention. Aging receivables, margin erosion, cash crunches—catch them early.
Built for Your Industry
SynKlarity adapts to how you operate. Here's what that looks like.
Built for Contractors Who Need Job Cost Visibility
Common Challenges
- Jobs that looked profitable on paper but lost money
- Cash flow surprises from timing gaps between billing and collections
- Change orders buried in email chains
- No visibility into labor costs until it's too late
What SynKlarity Delivers
- Track every job's profitability in real-time—not 30 days later
- 13-week cash flow forecasting that accounts for retainage and payment timing
- Centralized change order tracking with approval workflows
- Labor cost tracking with CSV import from any payroll system
- WIP reporting that updates as data comes in
Financial Metrics That Matter for Tech Companies
Common Challenges
- Runway visibility scattered across spreadsheets
- MRR and ARR calculations done manually each month
- Board reporting that takes days to prepare
- Cash burn rate unclear until month-end close
What SynKlarity Delivers
- Real-time runway visibility with scenario modeling
- Subscription metrics calculated automatically from your billing data
- Board-ready financial packages generated in minutes
- Daily cash position tracking across all accounts
- Burn rate trends that show you where you're headed
Financial Clarity for Medical Practices
Common Challenges
- Reimbursement timing creating cash flow unpredictability
- Provider productivity difficult to measure
- No visibility into location-level profitability
- Revenue cycle blind spots between billing and collection
What SynKlarity Delivers
- Cash flow forecasting that accounts for payer mix and timing
- Provider-level revenue and productivity tracking
- Multi-location P&L with drill-down capability
- A/R aging with collection priority recommendations
- Revenue per visit and per provider metrics
What's in the Dashboard
Everything you need to understand your financial position.
Executive Dashboard
Your financial command center. KPIs, trends, and alerts at a glance. Customized views for owners, operators, and finance teams.
Cash Position
Real-time visibility into cash across all connected bank accounts. See what you have right now, not what you had last month.
13-Week Cash Forecast
A rolling projection of your cash position. Know what's coming and when. Plan with confidence.
Accounts Receivable
A/R aging with collection insights. Know which invoices to chase and which customers need attention.
Job Profitability
For project-based businesses: track revenue, costs, and margins by job in real-time. Budget vs. actual that updates daily.
Profit Center Analysis
Break down performance by division, location, or department. See which parts of your business are carrying the load.
Labor Tracking
Import labor data from any source. Track hours, rates, and costs by worker, crew, and job.
Financial Reporting
P&L, balance sheet, and custom reports. Drill down into any line item. Export when you need to.
Connects to Your Systems
We adapt to how you work. Keep using what you already have.
Your Accounting System
QuickBooks, Xero, Sage, NetSuite—we connect to what you already use. No ripping and replacing.
QuickBooks Online, QuickBooks Desktop, Xero, Sage, NetSuite
Your Payroll System
Whatever you use for payroll, we can pull the data. Standard integrations or custom CSV imports.
Gusto, ADP, Paychex, or any system that exports data
Your Bank Accounts
Direct bank feeds for real-time cash visibility. Secure connections to your financial institutions.
All major banks and credit unions
Custom Integrations
Use something unique? We build custom connections. Your ERP, your project management system, your billing platform.
Custom API integrations tailored to your tech stack
Simple Data Import
Don't have API integrations with every system? No problem. Upload spreadsheets and let SynKlarity do the heavy lifting.
Upload CSV or Excel
Drop in files from any system that exports data
Intelligent Field Matching
SynKlarity recognizes common column names and maps them automatically
Duplicate Detection
Import the same data twice? We'll catch it and ask what to do
Batch Entry
Enter multiple records at once with spreadsheet-style input
Works With Your Data
P&L exports, labor reports, job cost data—if you can export it, we can import it.
Common Questions About SynKlarity
Ready for Financial Clarity?
Schedule a conversation to see how SynKlarity can give you the visibility you need to run your business with confidence.