Citation-grounded answers
Inline numbered chips link directly to the chunk they came from — file, page, character range. Hallucinations show up as chips with nothing behind them; you'll see them.
Accounting & tax
What's open for this client? What's missing to close?
sinopsia tracks each engagement against the documents it expects, surfaces gaps, and grounds every answer in the line of the statement it came from.
A client engagement is a pile of statements, receipts, K-1s, 1099s, board minutes, and follow-up correspondence. By tax season the question isn't whether you have the documents — it's whether anyone can find the line that reconciles a discrepancy in time.
Track the process, not just the files
app.sinopsia.com.br/projects/northwind-2025
Northwind LLC — 2025
Move status- Documents requested
- In preparation
- Partner review
- FiledExtension filed
app.sinopsia.com.br/projects/northwind-2025/overview
Current statusStage 2 of 4
In preparation
Moved here 3 days ago · this stage expects 3 of 5 categories.
Expected now
Prior-year returnReady
Trial balanceReady
Bank statementsMissing
Filing deadline in 9 days
Comes later
1099 / K-1s
E-file authorization
The pile, structured
Engagement readiness, at a glance
Each project type — close, tax season, audit — declares what it expects. sinopsia tracks the gap per client and surfaces what's still open without you opening every folder.
Cross-reference at speed
The number you need to reconcile lives in three statements across two years. Ask once; get every hit with a citation on each.
Audit-defensible answers
Walk a reviewer through a conclusion with citations that resolve to the exact line, not a vague 'somewhere in the binder'. The trail comes built in.
What this looks like in practice
- Trial-balance reconciliation against supporting statements
- K-1 / 1099 categorization across a partner roster
- Audit-response packet assembly with citations to each line
- Year-over-year variance explanation with cited prior-year support
Built for evidence-bound work
Live ingestion visibility
Watch the pipeline run: extract → chunk → embed → ready. You know when a file is usable, not just when it's uploaded.
Metadata that means something
Each file category carries operational fields — document type, issue date, validity window, assignee. Not decorative tags; structured context your workflow can act on.
Project-type workflows
Author Jira-style kanban workflows per project type with a visual editor. Different processes get different pipelines without forking the product.
Readiness at a glance
Open a project and see what's complete, what's pending, and what's expiring — broken down by category. No more guessing whether the packet is ready to submit.
AI behavior per project
Each project type ships with default instructions; override them per project when a specific case needs a different tone, format, or checklist. The AI follows your house rules, not generic SaaS defaults.
Stop scrolling. Start asking.
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