See it in action
Six screens, and what each one answers.
This is a walk through the questions IncomeSync is built to answer, in the order a practice usually asks them.
These are illustrations, not photographs of the program. They are laid out to match the real screens and the real figures they show, using invented clients, invented suppliers and invented numbers. No real practice's data appears anywhere on this website. Ask us for a live walkthrough if you want to see the actual thing moving.
Screen one
“What did we actually earn this year?”
The overview is the first thing you see. One financial year, the split that matters most — recurring against one-off — and the clients carrying the book.
Top clients by income
Illustration. Invented clients and figures.
Why the ongoing split leads. Total income tells you what happened. The recurring share tells you what is likely to happen again — which is the number that actually values a practice, and the one most firms cannot produce on demand.
Screen two
“Which clients, really?”
Not which names on statements. B Smith, Barry Smith and Smith B are one person. Smith Trucking and Smith Investments are one relationship. IncomeSync lets you say so once, and every screen respects it from then on.
| Client / group | Lead adviser | Ongoing | Upfront | Total |
|---|---|---|---|---|
| Kessler Group 3 entities | J. Whitlock | $15,180 | $3,240 | $18,420 |
| Ridgeway Haulage Pty Ltd | J. Whitlock | $11,905 | $3,000 | $14,905 |
| M & J Tolhurst 2 entities | A. Pereira | $9,110 | $2,150 | $11,260 |
| Bramwell Family Trust | A. Pereira | $9,880 | — | $9,880 |
| Delacourt Holdings | J. Whitlock | $6,215 | $2,200 | $8,415 |
Illustration. Invented clients and figures.
Click any figure and you get the statement lines behind it — supplier, policy, period, the amount as it was printed. Nothing is a black box you have to trust.
Screen three
“What stopped paying, and did we notice?”
This is the screen that pays for the software. Income that quietly stops is almost never announced — a policy lapses, a client moves, a platform reclassifies something, and the money simply is not in next month's statement. In a spreadsheet you find out at Christmas. Here it is a worklist.
| Client | Supplier | Last paid | Was | Status |
|---|---|---|---|---|
| Ridgeway Haulage | Northbeam Life | Feb 2026 | $310/mo | 4 months quiet |
| Delacourt Holdings | Corella Insurance | Mar 2026 | $185/mo | 3 months quiet |
| P. Ashgrove | Meridian Platform | Apr 2026 | $96/mo | 2 months quiet |
| Kessler Group | Northbeam Life | Dec 2025 | $142/mo | 6 months quiet |
| Vance & Co | Corella Insurance | Nov 2025 | $220/mo | Known — cancelled |
Illustration. Invented clients and figures.
Acknowledgement is the point. You mark the ones you already knew about — the client who cancelled, the policy that was always going to end — and they drop off. What is left is short, and every line on it is either a client conversation worth having or money you are owed.
The four unacknowledged lines above are $733 a month. Over a year that is $8,796 that had stopped arriving without anyone deciding it should.
Screen four
“Are we up or down on last year?”
Australian financial years, side by side, by whichever cut you want — supplier, adviser, income type, client. The comparison the accountant asks for and the one you want before a partners' meeting are the same screen.
| Supplier | FY 2024–25 | FY 2025–26 | Change |
|---|---|---|---|
| Northbeam Life | $168,220 | $181,455 | +7.9% |
| Meridian Platform | $142,900 | $158,310 | +10.8% |
| Corella Insurance | $96,405 | $92,180 | −4.4% |
| Harbourline Group | $44,380 | $55,395 | +24.8% |
| Total | $451,905 | $487,340 | +7.8% |
Illustration. Invented suppliers and figures.
Screen five
“Did that month's statements go in properly?”
You drop the month's files in. IncomeSync tells you exactly what it did with every one of them — including the ones it refused, and why. Nothing is skipped silently.
| File | Result | Filed to |
|---|---|---|
| Northbeam RCTI Jun 2026.pdf | 412 rows | FY 2025-26 / 2026-06 Jun |
| Meridian statement 06-2026.xlsx | 601 rows | FY 2025-26 / 2026-06 Jun |
| Northbeam summary Jun.pdf | 18 superseded | FY 2025-26 / 2026-06 Jun |
| Corella Jun 2026 (copy).pdf | Duplicate | _Duplicates |
| scan_0043.pdf | Unrecognised | _Needs Attention |
Illustration. Invented suppliers and figures.
Note the third row. A detailed statement and a summary statement covered the same period, so the detailed one won and eighteen summary rows were set aside — deliberately, by a ranking you control, not by whichever file happened to be imported second.
Screen six
“Now get it out of the program.”
PDF, for people
A clean report for a partners' meeting or a client review, carrying your business name and logo rather than ours.
Excel, for your accountant
A workbook they can actually work in, at year end, instead of a screenshot somebody has to retype.
What this is worth to a practice
Two things, and they are both money rather than convenience.
The income that stopped without anyone deciding it should
The illustration above showed $8,796 a year sitting unnoticed across four lines. Find that once and the licence has paid for itself several times over. Most practices have never looked, because until now looking meant a week with a spreadsheet.
The hours that go into the reconciling
Somebody in your office is already doing this by hand, badly, every month, and is worth more than that. The question is not whether the work gets done. It is whether a person does it.