SyncSheet

Get your evenings back from admin.

SyncSheet automates the admin that eats a small office's time: chasing clients for documents, onboarding new clients, reminders, timesheets and invoices. It's built securely inside the Microsoft 365 you already pay for.

Free, takes about 10 minutes, and you'll get your results within 48 hours. No obligation.

See it working in under a minute

A real automation, recorded as it ran: an accountancy practice's clients are asked for their records, what they send is filed, and the chasing stops. Every client shown is invented.

What I automate

Three examples of jobs that shouldn't need a person. Every automation tells you straight away if something goes wrong.

Client documents chased for you

Polite reminders go out until the records arrive, and everything that comes in is filed and logged in one place. You only step in for the stragglers.

Records in before the deadline rush

New clients onboarded in one go

One form starts everything: the welcome email, the checklist, the folders, and a heads-up to the right person in the team. Nothing gets forgotten.

Every step, every time

Timesheets and invoices on time

Staff get a nudge when timesheets are due, and invoice reminders go out at the right moments and stop as soon as you're paid.

Cash in sooner, no awkward calls

How it works

Start free, and only pay when you know exactly what you're getting.

Free Snapshot

Answer 15 quick questions. Within 48 hours you get three things you could automate, the time each would save, and one tip you can use straight away.

Start your Snapshot →

Health Check

A 45-minute call, a review of your automations and who can access them, then a written, costed plan ranked by payback, with a walkthrough. £450 (£225 for our first four founding clients), paid upfront.

Book a call →

Build

I build the automations in your own accounts, test them with you, and hand over plain-English instructions. Fixed price, agreed first.

Care plan (optional)

Monitoring, fixes, small changes and a monthly report, from £75 a month. Cancel any time with 30 days' notice.

Secure by default

Your business runs on your customers' trust. Every automation is built to protect it.

Your data stays in your systems. I build inside your own Microsoft 365 (or other tools), under a named login you control and can switch off.
Security-certified. CompTIA Security+ certified, with a background in IT support and security.
Proper paperwork. A written engagement letter, data protection terms and a clear scope before anything is touched.
Nothing fails silently. Every automation alerts you if it stops working, and comes with instructions for what to do.

Hi, I'm Kyle

I've spent my career in IT support and security, and I've seen how much time small businesses lose to admin that a computer could do. SyncSheet is how I fix that for small professional offices, such as accountancy practices and engineering consultancies: practical automations, built safely, explained in plain English.

No jargon, no lock-in, and a straight answer if something isn't worth automating yet.

Questions

Do I need new software?

Usually not. Most automations are built in tools you already have, like Microsoft 365. If something new would genuinely help, I'll say so and tell you the cost first.

What if an automation breaks?

You'll get an alert straight away, plus a simple fallback so the job can be done by hand. On a care plan I fix it for you, and I'll respond to any problem within one working day.

Is the free Snapshot really free?

Yes. It's based on your form answers, and a person checks every Snapshot before it's sent. There's no obligation to buy anything.

Do you use AI?

AI helps me draft some documents faster, but I review everything before it reaches you, and your name and contact details are removed first. AI is never used on your business systems or your customers' data. Details are in the privacy notice.

Which areas do you cover?

Everything is done remotely by video call, so anywhere in the UK.

See what you could automate

Free, about 10 minutes, and your results within 48 hours.

Get a free Automation Snapshot