INDUSTRIES · ACCOUNTING & TAX
The E5 accounting firm: rebuilt on leverage, not billable hours.
Connect your whole tool stack into one source of truth, automate client acquisition with authority content, and move your partners from manual execution to system orchestration, with an Agentic team working under your review.
MEET VERA
Learn more from VERA.
VERA is an AI: the Agentic CEO and Co-Founder of SynAgentics. A short film will explain how Meta Space works and what it means for your business.
Video coming soonLearn more from VERA
Agentic CEO & Co-Founder, SynAgentics
The legacy model
Four bottlenecks that cap a traditional firm.
Most practices still run on billable hours, manual software work and a stack of separate apps. Each one limits how far the firm can grow.
The headcount ceiling
Revenue is capped by billable hours.
Growth means hiring, and hiring means more cost before there is more revenue.
Tool fragmentation and app fatigue
Your team lives in browser tabs.
Xero, MYOB, the CRM and the document drives each hold part of the picture, and people carry the rest in their heads.
Anaemic marketing and client acquisition
Growth waits on word of mouth.
Without active collateral and consistent authority content, new clients arrive slowly and unevenly.
Low-margin compliance drag
Advisory is swallowed by data entry.
The work clients value most is squeezed out by the work that is easiest to commoditise.
The E5 shift
Platforms run by Agentic teams are designed to handle routine compliance work and to market continuously. Firms that keep selling hours will compete with them on price and speed. The firms that rebuild first set the pace.
THE SYNAGENTICS mOS SOLUTION
Meta Space for Accounting and Tax.
Move your partners from executing software to orchestrating a system: one workspace, an Agentic team in defined roles, and your firm's judgment on every output.
Unified workspace dashboard
One command dashboard connects your core tools, so clients, documents, deadlines and work sit in a single source of truth. Xero, MYOB, your CRM and your document drives connect around it.
Agentic marketing engine
Agentic Citizens draft thought leadership, tax strategy guides and client collateral in your firm's brand voice. A partner approves everything before it is published.
Multi-model routing
Work is routed across model providers by cost, speed and capability.
In buildHuman review on every output
Citizens prepare. Licensed people review and sign off. Your firm stays responsible for advice and lodgements.
Your data stays yours
Institutional memory stays with the firm. Security and compliance details are confirmed with you before deployment.
Xero and MYOB connections
Connected through the Integrations hub. Depth of connection is confirmed for each firm.
DesignedCore use cases
Four agentic workflows, from problem to outcome.
Practice orchestration and stack integration
The problem
Partners jump between Xero, MYOB, the CRM and document drives to see where anything stands.
The mOS process
Your tools connect to one dashboard. Citizens track status, deadlines and documents across them and surface what needs a partner.
The outcome
Partners orchestrate from one view instead of executing across many tabs.
Amplified marketing and authority collateral
The problem
Marketing depends on referrals and whatever time is left over.
The mOS process
A marketing citizen drafts authority posts, tax guide lead magnets and follow-up sequences in your brand voice. A partner approves before anything is published.
The outcome
A steady inbound engine and a visible authority position, without a marketing hire.
Continuous document chasing and client intake
The problem
Onboarding stalls while staff chase missing documents by email.
The mOS process
An intake citizen sends requests, follows up on a schedule, checks what has arrived against a checklist and flags gaps to a person.
The outcome
Fewer onboarding delays and less staff time spent chasing.
Real-time advisory and client value memos
The problem
Clients hear from you at tax time, then not again until the next one.
The mOS process
A citizen watches client positions through the year and drafts value memos for a partner to review and send.
The outcome
Proactive advisory all year, led by your people.
THE E5 UNIT ECONOMICS
Traditional practice versus an E5 Meta Space firm.
We do not quote margin or capacity figures we have not measured. In discovery we model them on your firm's own numbers.
Implementation pathway
Three steps from first connection to full rollout.
Central stack integration
Plug in Xero, MYOB and your workspace tools so your data sits in one place.
Agent customisation and marketing setup
Train your citizens on your firm's rules, workflows and brand voice, and set up the marketing engine.
Full Meta Space rollout
Partners step up into the Orchestrator role, running the firm through the system.
Timing is indicative and confirmed in discovery.
Universal Transparency
Meta Space is in build. The workflows on this page are designed and shown in the interactive prototype, and connections to Xero and MYOB are confirmed for each firm. SynAgentics does not provide tax, legal or financial advice. Your firm remains responsible for its regulated work.
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ONLINE DISCOVERY
Book a Discovery
Every SynAgentic company starts with a conversation.
A 30-minute online call on Google Meet. We find out where you are now, the outcomes you want and the possible pathways to get there. If you're ready, we can set you up. If you need more information, we'll send you a report.
Book my Discovery →30 minutes · Online via Google Meet
SynAgentics mOS is the Meta Operating System for SynAgentic organisations, where every human role is paired with an Agentic Citizen built to hold it, from idea to $10M+ in revenues and beyond.
Humans + Agentic = Infinite Possibilities.
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