01
Ask Chief
One conversation replaces hunting through menus. Chief works out which list and which specialist own the request.
Chief + 11 specialists
A Chief agent runs your ERP workspace. You approve what matters.
SynqTools is an agent workspace for the operational records your business already depends on. Ask Chief, get a specialist answer with the evidence behind it, review the proposed change and keep a trail your team can trust.
Prefer a guided tour? Book a 30-minute walkthrough.
12 agents · 186 ERP modules · 3,181 fields · one activity trail
agent workspace
crew
Chief
Sales
Finance
Supply Chain
C
Chief · just now
Northbeam is ready to move. I asked Sales to check the existing account and prepare the amount update.
Handoff
Existing customer found. The deal is on the record; the amount needs your approval.
Needs your go-ahead
WaitingChange a record in Deals — Amount: 48,200, Expected close: 30 Nov, Owner: Priya Rao
Nothing was saved yet.
The request and its reason are kept in Activity
ApproveReject
Preview with representative data
From request to record, without losing control
The crew is useful because it works inside the same records, forms and rules your team uses. It is not a separate chat island that makes claims nobody can check.
02
The specialist investigates
The agent reads the records your role allows, applies the configured rules and shows the evidence it used.
03
You review the proposal
A held change arrives with a plain-language summary of what will change, and nothing is written until someone decides.
04
Approve and write
After approval the record changes. The action, the person and the decision land in the activity trail.
Beyond the conversation
The workspace is more than a chat window. Lists, record forms, reviewed imports and the activity trail live in the same place as the agents — and the trail is where the rest of the team checks the work.
Lists and record forms
186 modules, grouped into sections. Long forms become tabs; lines, totals and related records stay on the page.
Overview · Financials · Details
SO-0012 · 3 lines · 43 related
3,181 fields across 186 modules
Guided imports
Upload a file and check the mapping before anything is saved. A dry run shows exactly which rows will land.
leads.csv · 214 rows
Company name → Company · sure
208 ready · 6 need attention
Activity trail
Agent searches, held changes, approvals, imports and handoffs are written in business words, with the person attached.
10:42 Priya converted SO-0012 to invoice
10:38 Sales looked at Sales orders
09:51 Sales waiting for you
A specialist for the work, not a chatbot for everything
Chief coordinates. Specialists own their domains and report back with one answer, even when a request crosses sales, finance, stock and service.
Chief
Coordinates the crew, reconciles specialist answers and keeps foundation records reliable.
coordinator
Sales
Works leads, deals, quotes and orders through the pipeline.
specialist
Marketing
Runs campaigns, target lists and surveys, then reports qualified demand back to Chief.
specialist
Finance
Prepares invoices, payments, budgets and cash forecasts for review.
specialist
Accounting
Tracks journals, reconciliations, assets and month-end findings.
specialist
Supply Chain
Looks after purchasing, stock movements and replenishment.
specialist
Projects
Turns scope, tasks, timesheets and blockers into status you can act on.
specialist
People
Handles leave, expenses, job applications and people workflows.
specialist
Service
Prioritises tickets, interventions, SLAs and repeat failures.
specialist
Fleet
Monitors vehicles, fuel, service logs and contracts.
specialist
Compliance
Prepares GDPR requests and processing-register evidence.
specialist
Collaboration
Keeps activities, messages and next actions attached to records.
specialist
The workspace the agents work in
Every answer is grounded in operational records. The screens are generated from ERP metadata so the crew and your team see the same source of truth.
Sectioned records
Forms and lists are generated from ERP metadata, so 3,181 fields across 186 modules stay organised: broad tabs, sections, line items and related records.
Business rules and actions
Seven configured conversions — including lead to deal, deal to order and order to invoice — and the stage moves each list declares. A person starts them from the record, with the required inputs collected first.
Guided imports
Map a CSV, TSV, JSON or TXT file, check the dry run and import into the list. No records are imported until you confirm the mapping.
Connected apps
Admins connect an account, grant actions to specific agents and see every agent-initiated run in Activity. Credentials stay with the connector service.
Safety model
Supervised autonomy, written into the product
Agent speed is only useful when the guardrails are clear. SynqTools separates reading, writing, approving and deleting so the right person stays in control.
Supervised by default
Reads run automatically. Creates and updates follow the list’s configured policy; stage moves and amounts above a threshold stop for approval.
Role-based module access
People only see the agents, lists and records their role permits. Setup lists are read-only for everyone but an admin, and organisation field definitions are managed by admins.
Agent actions are attributed
Agent searches, held changes, approvals, imports, stage moves and conversions are recorded with the signed-in person in the activity trail.
Connector grants are explicit
A connected account is not an open door. Each agent gets only the grants an admin saves for it, and changes to the outside app wait for an admin.
Where the crew earns its place
These are the operational requests where cross-module work usually breaks down.
Turn a qualified lead into an order
Ask Chief to have Sales check the lead for duplicates and prepare the new deal. The conversion itself stays a button on the record, and a person clicks it.
Close the month with a checklist
Ask Accounting to pull unreconciled bank lines, journals still in draft and missing tax lines into one prioritised list, with the record behind each item.
Protect a promised delivery
Ask Supply Chain which stock rules are breached and match them to open purchase orders and stock movements — then ask Sales, through Chief, for the customer’s dates.
Stop an SLA breach
Ask Service which tickets are closest to their deadline, which record is at risk and what the next step should be — without changing a priority a person set.
First ten minutes
Your first ten minutes
You do not need a dataset, a connector or a consultant to see whether the workspace fits. Create it, invite one teammate and bring one list in.
- 01
Create your workspace
Sign up with your organisation name and become its Admin. The workspace opens with 12 agents and 186 modules, ready for you to fill.
- 02
Invite the people who own the work
Add teammates by email and give each a role. Access is set per list, so sales, finance and delivery see what their job needs.
- 03
Bring a list in
Import a CSV, TSV, JSON or TXT file in Workspace, or ask Chief to create the first customer, product or order. The agent shows the record it wrote.
Start here
Start with your own workspace
Create a workspace, invite the people who own the work and ask Chief for the first real answer. Or send us the process you want to improve and we will walk through it with you.