Audits, acquisitions, client calendars, portfolio oversight, diligence — real workflows, step by step. Every one ends the same way: the work gets done, and the knowledge it creates stays.

Turn the auditor's PBC list into a project with a task per request. Assign owners, collect support, review before it goes out — and keep the whole record for next year.
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A client profile per engagement, recurring tasks with due dates and instructions attached, read-only dashboards for client executives, and one-click bulk reassignment when teams rotate.
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Manage every integration workstream — chart of accounts, leases, payroll, opening balance sheet — as one project. Then replicate it for the next deal and let AI show you where the last one slowed down.
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Standardize task and project tracking across the portfolio, watch it all from the All Accounts dashboard, and let AI surface overdue-work risk before it becomes a fire drill.
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Gather key company documents, run the diligence process as a permissioned project, and eventually hand potential buyers read-only access to years of documented execution.
Read the use caseIf your team runs tasks, projects, and documents, Sintris fits. Start a free trial or talk to us about your setup.