Aperta SyncAperta Sync
Aperta Sync
For accounting firms

Turn month-end into a controlled workflow.

See the portfolio, remove manual document chasing, and prepare verified data for the accounting system.

Create a firm account

Portfolio control

The team can see what is missing, under review, and ready to finish.

Rules that reflect decisions

Vendor-to-account mappings stay with the workspace and help subsequent reviews.

Reviewable legislation changes

Relevant signals become compliance work for the firm team.

A clear flow, from document to export

  1. 01

    See what needs attention

    The portfolio brings the workspaces and stages that need action to the front.

  2. 02

    Work with prepared data

    Invoices, documents, and bank transactions enter the same review routine.

  3. 03

    Deliver a prepared package

    Once approved, the data is packaged for SAGA, WinMentor, SmartBill or Hamorsoft.

The screens where the work happens

Five screens, each running exactly the work it does. Nothing is sped up, and nothing is frozen on a flattering frame.

1 / 2In the firm view

Tasks and declarations

Tax deadlines become trackable tasks per client, with an owner and a status.

  1. 1Each return has its own list of inputs
  2. 2Inputs arrive as the documents do
  3. 3The return becomes fileable at the last input
app.aperta-sync.com/accountant/dashboard
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Tax calendar

July 2026Generated automatically
DeclarationClientDueInputs
D300 — VAT (monthly)Brutăria Veche SRL25 Jul
36/36
D394 — Domestic transactionsBrutăria Veche SRL30 Jul
24/24
D112 — Contributions (monthly)Auto Service Miron25 Jul
18/18
D390 — EU recapitulativeVerde Design SRL25 Jul
0/0

2 / 2In the firm view

Portfolio

Every client in one queue, sorted by what needs attention: missing documents, items to review, months ready to export.

  1. 1Every client carries its own month state
  2. 2The states advance as the month closes
  3. 3The figures on top are derived from the table, not kept beside it
app.aperta-sync.com/accountant/portfolio
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Portfolio

Active clients

32

Finalized

10

Needs attention

0

Avg progress

100%

Client / issueDeadlineStatus

Brutăria Veche SRL

RO14882301

21 daysReadyOpen

Auto Service Miron

RO28841190

21 daysReadyOpen

Verde Design SRL

RO41120884

21 daysReadyOpen

Transport Ilie SRL

RO33907712

21 daysReadyOpen

Security and compliance

EU AI Act aligned

The AI performs administrative data extraction only and makes no decisions, under Article 6(3).

Zero data retention

Processed exclusively on Google Vertex AI (EU-Central) endpoints under a DPA: data never trains global models.

AES-256 encryption

Documents are encrypted at rest before they reach storage.

Audit log

Approvals, deletions and logins are recorded immutably.