Run your customers, your payroll, and your books.
Keepsync Systems builds practical software for finance and operations teams: a revenue CRM with forecasting and analytics, high-volume US payroll for large employers, and a converter that turns accounting exports into clean QuickBooks imports.
Three tools, one problem: financial data that has to be exactly right.
Each product solves a specific job accounting and payroll teams run into every week. Pick the one you need — they stand on their own.
Keepsync CRM
A complete revenue CRM — pipeline, cases and tasks, a full report centre, business insights with revenue-leakage tracking, and forecasting. The analytics most CRMs make you build yourself.
Explore CRMUS Payroll
High-volume US payroll built for large employers: federal, state and local tax handling, deductions, and pay runs that don't slow down at scale.
Explore payrollData Prep
Convert data from Sage 50, Sage 100, AccountEdge, Zoho Books and more into QuickBooks Desktop and Online — cleaned, mapped and validated, with no manual Excel work.
Explore Data PrepThe messy part is the data. That's the part we own.
Whether you're migrating a client's books, chasing an engagement, or running a 4,000-person pay cycle, the failures always trace back to data that didn't line up. Keepsync tools validate before they commit.
- Preview before you commit. See exactly how every field maps before anything is written.
- Reconciliation built in. Trial balance in equals trial balance out — flagged if it doesn't.
- Scales with headcount. Payroll runs stay fast from 1,000 to 5,000 employees.
- Own your data. Desktop tools keep sensitive payroll and ledger data on your machines.
Start with the tool you need today.
Try any Keepsync product free. No card to start — fill a short form and your download or trial is ready in seconds.
Everything your revenue team touches — and what to do next.
Keepsync CRM brings companies, opportunities, cases and revenue into one place, then adds the analytics most CRMs make you build yourself — forecasting, revenue-leakage tracking, and per-team performance. Here’s the real product, screen by screen.
Your whole business, the moment you log in
The overview opens with the numbers that matter — companies, open pipeline, won and realized revenue, open cases and renewals coming due — then goes a step further. A “What needs attention” panel surfaces aging cases and renewals due soon, while “Act on these first” ranks your highest-value, highest-probability opportunities, so a rep knows exactly where to start the day.
- Live KPI tiles
- Renewals radar
- Prioritized opportunity queue
- Aging-case alerts
Prebuilt reports for every corner of the business
Sales, revenue, customers, cases and renewals each arrive with ready-made reports — won deals, pipeline by stage, sales by salesperson, transactions by status, voids and refunds, cases by priority, and more. Choose a report, set a date range, and export. Grouped reports roll their figures up automatically, and a custom builder covers anything the presets don’t.
- 12 prebuilt reports
- Grouped roll-ups
- Date-range filters
- One-click export
- Custom builder
Where revenue comes from — and where it leaks
Most CRMs stop at “won.” Keepsync keeps counting. Revenue health separates gross won from net revenue and shows precisely what you lost to voids, refunds and chargebacks, with the chargeback rate beside it. Conversion metrics — win rate, average deal size, average sales cycle — sit next to a full pipeline funnel, so you can see both how well deals close and what’s quietly eroding the total.
- Gross vs net revenue
- Leakage breakdown
- Win rate & cycle time
- Pipeline funnel
- Company & team views
Three numbers your leadership can trust
Forecasting is built on your own historical win rate, not a guess. Every open opportunity adds to the total in proportion to how likely it is to close, producing three figures: committed — money already won, your safe floor; likely — the weighted, realistic number; and best case — the ceiling if everything lands. An expected-to-close-by-month view plots likely against best case, and the same forecast breaks down by stage, by salesperson and by department.
- Committed / Likely / Best case
- Weighted by win rate
- Close-by-month view
- By stage, rep & team
Run every team like a company within your company
Each department gets its own performance view: net won, open pipeline, revenue leakage, win rate, headcount, deals closed and open cases, with a contribution bar showing its share of the whole. It’s the fastest way to see which teams are carrying revenue, which are leaking it, and where attention is needed next.
- Per-team net won & pipeline
- Leakage by team
- Win rate & contribution
- Headcount & workload
About half the price of comparable CRMs
Per user, billed annually. The forecasting and analytics others charge a premium for are included from the Firm plan — with no hidden charges.
Solo
- Companies & contacts
- Opportunities & pipeline
- Cases, tasks & products
- Dashboard & report exports
- Email support
Firm
- Everything in Solo
- Full Report Centre + custom reports
- Business Insights & revenue leakage
- Forecasting — committed / likely / best case
- Renewals tracking
- Team roles & permissions
- Priority support
Practice
- Everything in Firm
- Departments & multi-team analytics
- Guided onboarding & data import
- Admin & SSO controls
- Dedicated support
- Volume pricing above 25 seats
Prefer monthly billing? Solo $8 · Firm $19 · Practice $29 per user/mo. Same features, cancel anytime.
See Keepsync CRM with your own data.
Start a free trial and load in a handful of companies and deals — the dashboard fills out in minutes.
Convert your accounting data into QuickBooks — without the Excel work.
Keepsync Data Prep converts data from Sage 50, Sage 100, Sage 300, AccountEdge, Zoho Books and more into QuickBooks Desktop and Online — cleaned, mapped, reconciled and reviewed, so the import lands right the first time and you skip the manual Excel work. Here’s the actual desktop app.
Four steps, and a reconciliation you can trust.
1Connect the source
Import a CSV or spreadsheet export from Sage 50, Sage 100, Sage 300, AccountEdge, Zoho Books or a custom source. Your source data is read, never altered.
2Map the fields
Chart of accounts, customers, vendors, items and open transactions map to their QuickBooks equivalents — with sensible defaults you can override.
3Review & validate
See every row that will be written and every one that won’t, with the reason for each skip, before anything is committed.
4Reconcile & import
Trial balance in must equal trial balance out. If it doesn’t, you’ll know exactly where the gap is.
Map each column once. Reuse it forever.
Tell Data Prep which column in your export feeds each QuickBooks field. The mapping is saved and reused automatically for every future job of that type — so the tedious part happens exactly once, instead of re-matching columns in a spreadsheet every month.
- Saved mapping profiles
- Sensible defaults
- Per-entity mapping
- Reset anytime
See exactly what will be written — and fix what won’t.
Before anything is imported, the review screen shows every converted row: what will be written, and what won’t — with the reason for each skip. Required fields are flagged, you can correct values inline or add missing lines, then approve. Nothing reaches your destination until you say so, and you can export the whole preview to a spreadsheet.
- Row-by-row preview
- Skip reasons shown
- Inline fixes
- Required-field flags
- Export the preview
Get the cutover right: reconcile before you convert
Opening balances are where migrations go wrong. Data Prep loads your trial balance, AR and AP aging, customer and vendor master lists, and inventory — then reconciles each against the trial balance before you convert anything, not after. Correct a value or drop a row right there, so the opening position lands balanced.
- Trial-balance reconciliation
- AR & AP aging
- Customer & vendor lists
- Inventory
- Cutover-date workflow
Convert many clients or months in one pass
Point Data Prep at a folder of datasets — different clients, different months, whatever’s sitting in sibling subfolders — and it runs them all with the same source and target settings in a single pass. Built for the accountant migrating client after client who doesn’t want to babysit each one.
- Whole-folder runs
- Same settings across datasets
- Automatic entity discovery
- Batch summary report
A full pipeline log for every run
Every conversion writes a step-by-step log: what loaded, how many rows and columns came in, what converted, and what was skipped and why. When the run finishes, save the output folder or generate a summary report to hand to a client or keep for your records.
- Step-by-step pipeline
- Row & column counts
- Full skip transparency
- Summary report
One flat license, everything included
Billed annually, per machine. Every source, every QuickBooks target and a full year of updates — no per-conversion fees, nothing hidden.
Convert into QuickBooks
- Sage 50, 100, 300, AccountEdge, Zoho Books & more
- QuickBooks Desktop & Online output
- Field mapping, review & reconciliation
- Batch conversion for many clients
- A full year of updates included
One migration usually saves more in manual reformatting time than the license costs for the year.
Try it on your own data.
Download the free trial and run a full validation pass — nothing is written until you approve it.
US payroll that doesn’t slow down at 5,000 employees.
Keepsync Payroll is a desktop application built for large US employers and service bureaus — federal, state and local tax handling, guided employee setup that gets the compliance details right, and pay runs that stay fast at scale. Here’s the app.
Everything a large pay run demands.
Federal, state & local tax
Multi-jurisdiction withholding maintained in-house, so tables stay current across every state you run.
FICA & Medicare
Social Security and Medicare applicability per employee, additional-Medicare thresholds, and prior-wage carry-in handled correctly.
Federal W-4
The modern 2020-or-later form — filing status, dependent credits, other income, deductions and extra withholding.
Deductions & garnishments
Pre- and post-tax deductions, garnishments, retirement and benefit contributions handled per employee.
High-volume runs
Process 1,000–5,000 employees per cycle without the slowdowns that stall smaller payroll packages.
On-premise control
A desktop app keeps sensitive payroll and SSN data on your own hardware, under your own policies.
One app, every company you run payroll for
Switch between companies from a single install — built for service bureaus and groups running payroll for many entities. Each company keeps its own legal employer, EIN, rules and employees, and switching is guarded by a confirmation so unsaved work is never lost by accident.
- Many companies, one install
- Per-company EIN & rules
- Guarded company switch
- Isolated employee lists
Set the company rules once — every run stays consistent
Before you pay anyone, Keepsync locks in the company-level rules that keep payroll consistent and reviewable: the approval policy, the legal employer and federal EIN, and the regular earning type and currency. With setup marked complete, employee pay profiles can be configured against a known, stable foundation.
- Approval policy
- Legal employer & EIN
- Regular earning & currency
- Effective dating
Onboard employees with a guided profile
Add and manage every employee for the current company from one list. A focused, step-by-step editor captures personal information, contact details and identifiers — the groundwork for an accurate pay profile — without burying you in a single overwhelming form.
- Central employee list
- Step-by-step editor
- Work & personal contacts
- Activate / deactivate
Employment, pay and tax — in five focused steps
The heart of accurate payroll. A five-step wizard walks through employment, compensation, payroll taxes and the Federal W-4, then a review. The payroll-tax step confirms Social Security and Medicare treatment, the additional-Medicare threshold, and whether prior wages carry into the year. The W-4 step captures the modern form — filing status, dependent credits, other income, deductions and extra withholding — with a certification that the election came from the employee.
- 5-step guided setup
- FICA & Medicare treatment
- Prior-wage carry-in
- Modern Federal W-4
- Certification on record
Reviewed, approved, and ready to pay
When a profile is complete, Keepsync summarizes it on one screen — employment, compensation, payroll-tax applicability and W-4 evidence — and marks it ready for payroll. Every figure is traceable and approved before a single paycheck is cut, which is exactly what an auditor, or your own year-end, will ask for.
- One-screen summary
- Approval before pay
- Traceable W-4 evidence
- Straight into Run Payroll
Simple, per-company pricing
A flat annual base plus a low per-employee rate — about $1 per employee each month, all-in. No per-run or per-filing fees, nothing hidden.
High-volume US payroll
- Federal, state & local tax
- FICA, Medicare & Federal W-4
- One company — unlimited pay runs
- No per-run or per-filing fees
- On-premise — your data stays with you
See Keepsync Payroll with your own company.
Tell us your headcount and the states you run, and we’ll set you up with a trial sized to your operation.
Simple, transparent pricing.
Every product is priced on its own — no bundles to untangle, no hidden charges, no surprise add-ons. Pick a product to see its full plans.
Web-based CRM
- Pipeline, cases & tasks
- Reports & Business Insights
- Forecasting from the Firm plan
- From $6 to $25 per user
Convert into QuickBooks
- Sage, AccountEdge, Zoho Books & more
- QuickBooks Desktop & Online
- Mapping, review & batch
- 14-day free trial
High-volume US payroll
- Federal, state & local tax
- FICA, Medicare & W-4
- No per-run or per-filing fees
- Multi-company on request
Need it tailored to your business?
We customize Keepsync software to how your team actually works — custom fields, workflows, reports, new source systems and integrations. Scoped and quoted per engagement, so you only pay for what you need built.
All prices in USD. No hidden charges — the price you see is the price you pay. Questions? keepsyncsystems@gmail.com
Downloads & free trials
Fill a short form and we’ll send your download link right away, then keep you posted on updates.
Guides for real accounting & payroll problems.
Practical articles on the issues teams hit every day — migrations, reconciliation, payroll compliance and choosing the right tools. This is where your SEO content lives and compounds.