Question 1

How do I get started with SyncWise?

Accepted Answer

Once you sign up, our team handles the full setup — including connecting your accounting software (Xero, QuickBooks, NetSuite, Microsoft Dynamics, Sage, or a custom integration built for you), configuring your validation rules, and migrating your data. Nothing goes live until it reconciles back to your ledger, and you'll get a realistic timeline on your setup call.

Question 2

Do I need any technical knowledge to use SyncWise?

Accepted Answer

Not at all. SyncWise is designed for finance teams, not developers. We provide simple approval workflows and intuitive dashboards. Our team handles all technical configuration during onboarding.

Question 3

Can I see SyncWise before committing?

Accepted Answer

Yes. Book a free demo and we'll run SyncWise against a sample of your own invoices so you can see exactly how it validates and posts your data. Every plan is also backed by a 14-day money-back guarantee.

Question 4

How does SyncWise validate VAT numbers?

Accepted Answer

EU VAT numbers are checked in real time against VIES (the EU VAT Information Exchange System) before a cross-border treatment is applied. Every posting is logged against the source document it came from, so you can trace any invoice back to its origin.

Question 5

Does SyncWise handle reverse charge and OSS/IOSS rules?

Accepted Answer

Yes. Our VAT engine runs 59 place-of-supply rules covering reverse charge, OSS, IOSS, triangulation, the Northern Ireland Protocol, the Crown Dependencies, and domestic/international supply categorisation. Rules are kept up to date as regulations change.

Question 6

How does duplicate detection work?

Accepted Answer

SyncWise matches on customer, invoice number, amount and date to flag potential duplicates before they reach your ledger. You can review and dismiss or block flagged invoices in the approval queue.

Question 7

Can I adjust the sensitivity of duplicate detection?

Accepted Answer

Yes. You can configure matching thresholds and choose which fields to include in duplicate checks. Our team can help fine-tune these settings during onboarding or at any time.

Question 8

Which accounting systems does SyncWise integrate with?

Accepted Answer

Xero and QuickBooks connect directly today. NetSuite, Microsoft Dynamics, Sage and bespoke or legacy software are built for you during onboarding — we're system-agnostic, and where a sales system has no API we've built the integration ourselves.

Question 9

How do I connect my accounting software?

Accepted Answer

During onboarding, our team connects your accounting platform via secure API. For Xero and QuickBooks, it's a simple OAuth authorisation. For NetSuite, Microsoft Dynamics, Sage and custom integrations, we build the connection and work with your team to configure the credentials.

Question 10

Can I use multiple accounting systems at once?

Accepted Answer

Yes. SyncWise supports multi-entity setups with different accounting platforms per entity. Invoices are routed to the correct system based on your configured rules.

Question 11

What plans are available?

Accepted Answer

We offer Starter, Professional, and Enterprise plans to suit teams of all sizes. Every plan includes core automation, VAT treatment on every invoice, and full onboarding — setup and migration are done for you, not left to your team. Visit our pricing page for full details.

Question 12

Can I upgrade or downgrade my plan?

Accepted Answer

Yes. You can change your plan at any time. Upgrades take effect immediately, and downgrades apply at the end of your current billing cycle. Contact our team to make changes.

Question 13

What's your refund policy?

Accepted Answer

We offer a 14-day money-back guarantee on all plans. If you're not satisfied, contact us within 14 days for a full refund. Setup fees are non-refundable.

Question 14

How is my data protected?

Accepted Answer

All data is encrypted in transit (TLS 1.2+) and at rest. We use role-based access controls, regular security audits, and infrastructure hosted in UK/EU data centres to ensure your data stays secure.

Question 15

How long do you retain my data?

Accepted Answer

We retain your data for as long as your account is active. Invoice processing records are kept for 6 years to meet HMRC requirements. You can request data export or deletion at any time under UK GDPR.

Question 16

Who has access to my invoice data?

Accepted Answer

Only authorised members of your team can access your data through role-based permissions. Our support team can access your account for troubleshooting only with your explicit consent.

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Getting Started

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