Get your AI data layer
in 48 hours.

AI is only as smart as the data it can see. Synopsis connects every system you run and builds the entire layer for you automatically — you’ll be live before anyone else can even get you a quote.

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Good morning, Morgan.

What do you want to know?
Q3 Revenue
$14.2M
+11% vs Q2
Revenue by Month, Q2–Q3
AprMayJunJulAugSep
Q3 Revenue by Region
West
Southeast
Midwest
EMEA
Top Accounts
Account Region Q3 Revenue QoQ
Helix Manufacturing West $2.10M +18%
Northwind Retail Southeast $1.64M +12%
Cedar & Co. Midwest $0.98M +9%
Atlas Logistics EMEA $0.87M +0%
Published
Helix Manufacturing Manufacturing · West At risk $2.10M Aug 14 KP
Summary

Renewal due in 71 days. Usage down 12% QoQ and two support escalations open — flagged at risk by the renewal model.

Health
62/100
Atlas Logistics Logistics · EMEA At risk $0.87M Sep 09 DM
Northwind Retail Retail · Southeast In progress $1.64M Aug 22 RS
Cedar & Co. SaaS · Midwest In progress $0.98M Sep 03 KP
Vertex Health Healthcare · West Renewed $1.32M Jul 30 DM
Sable Foods CPG · Southeast Renewed $0.74M Jul 18 RS
Trigger
New Invoice When a new invoice arrives
Extract Line Items AI reads the invoice
Match to Vendor Query the vendor table
Duplicate? Branch on vendor match
true false
Flag for Review Hold the duplicate
Alert Finance Post to #finance
Approve & Post Send to the ledger
End Posted & done
Ready to run
DATA SCIENCE & ML

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Under the hood

You saw what it does. Here’s the engine that makes it automatic.

Connecting systems, untangling data, and reverse-engineering your real numbers is normally a year-long data project. Synopsis does all of it — and the customer does none of the work.

Ingest

Connect anything.
Automatically.

APIs, databases, and files — Synopsis ingests them all. 500+ sources work out of the box, and when something's custom, AI reads the API's own docs and builds the connector for you. No integration engineer required.

Any API Any database Any file

It's all automatic — you do none of it.

0 of 12 connected
STORE

Your data, organized the moment it lands.

Every change in every system streams in as an event — and Synopsis automatically organizes it by entity at massive throughput. No pipelines to build, no schemas to babysit. The chaos of raw data becomes a clean, structured picture of your business, on its own.

Built automatically as your data flows in.

sort by entity
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UNDER THE HOOD · MODEL

A data engineering team’s work — done for you.

No new hires, no data expertise on your side. Synopsis builds the model and keeps it current — automatically, forever.

It profiles, cleans, and reshapes your raw history into a modeled data lake — and keeps it current as your data changes. No SQL, no migrations, nothing to maintain.

Automatic column profiling Cleaning & normalization Prebuilt transformers Custom SQL & Python Instant rebuilds
Synopsis applies:
customers · raw
id full_name ssn zip

All automatic. Synopsis writes and applies the modeling, the rebuilds, and the versioning. You do none of it.

Entity resolution

One customer. Every system. Automatically linked.

“Michael” in your CRM and “Mike” in your ERP are the same person — Synopsis figures that out, even when there’s no shared ID. Confident matches link automatically; the in-between cases that used to need a human are reviewed by AI. So you can finally ask questions that span every system.

UNDERSTAND

Not just an answer — the right answer.

Most tools can produce a number. Synopsis reverse-engineers how your team actually calculates it — from your own budgets, board decks, and operating reports — until it matches your authoritative figures. When a definition is genuinely ambiguous, it asks. Then every future answer is the correct one.

Test cases from your docs Reverse-engineered formulas Clarifying questions
BOARD REVIEW · Q3 FY26

Net Retention & Margin Outlook

  • NRR 112% — expansion outpaced churn
  • Gross margin held at 74% on normalized cloud spend
  • Active base 1,840 — trials excluded per policy
Slide 6 of 18
MetricPlanActual
Net Revenue Retention110%112%
Gross Margin73%74%
Active Customers1,8001,840
Definitions tab → "active = paid, non-trial"
ACME OPERATIONS · CONFIDENTIAL

Monthly Operating Report

Finance & Revenue · Q3 FY26

Topline performance held through the quarter. Expansion within the installed base offset modest logo churn, and net revenue retention finished at 112%, ahead of plan. Gross margin was stable at a blended 74% as cloud costs normalized. We closed the period with an active customer base of 1,840, though the trial cohort remains a definitional question for the board.

Net Revenue Retention112%
Gross Margin74%
Active Customers1,840

Methodology and segment detail follow in the appendix. Figures are reconciled to the board reporting package and the FY26 operating budget.

TEST CASE expected 112%
Net Revenue Retention
(start_arr + expansion − contraction − churn) / start_arr
TEST CASE expected 74%
Gross Margin
(revenue − cogs) / revenue
TEST CASE expected 1,840
Active Customers
count(distinct customer_id) where status = 'active'
raw tables
arr · expansion · churn
SQL probe
iterating…
verified
an answer: 108%
the correct answer: 112%
Does “active customer” include trials?

Reverse-engineered automatically — you do none of it.

CUSTOMERS

Teams already running on Synopsis.

Real companies, real systems, real answers.

The AI space is full of snake oil right now. Synopsis is the exception — they told us exactly what it would do, and it did exactly that.
Patrick Fingles CEO, Leap
See it in action

See it on your own data.

Most demos take about 30 minutes. Bring a question you've been waiting months to answer.

Schedule Demo