Your first portco in days. All nine in weeks, because nine controllers have to say yes and two of them are on QuickBooks Desktop.

Yes, and how depends on the position. On a control buyout you can mandate read-only ledger access, so each portfolio company's QuickBooks, NetSuite, Sage Intacct or Xero lands in one warehouse mapped to a single portfolio chart of accounts and one set of KPI definitions. On a minority recap, a growth investment or a family office direct you receive the reporting package the company submits instead, and Synopsis parses that into the same tables. QuickBooks Desktop has no cloud API, so it connects through the Web Connector or a small agent on the company's own server. Either way revenue, EBITDA and headcount read the same way in every package, Synopsis does not replace your systems of record, and no portco has to migrate.

A first system answers within days once you have access to it. Getting all nine takes weeks, because nine controllers at nine separate companies each have to agree, and the ones on QuickBooks Desktop need the Web Connector or an agent installed on their own server. From there a newly acquired company's ledger, payroll and CRM data lands in the existing warehouse without re-platforming the business or waiting on an ERP project, and the portfolio dashboards pick it up as one more company.

That happens most often on minority positions, where you cannot mandate it. Synopsis then parses the reporting package the company already submits, the same workbook or PDF it sends today, into the same tables a connected ledger would fill. The company reports once, the way it always has, and still lands in the portfolio roll-up. On a control position, read-only access is usually the faster route, and controllers tend to agree once they see they stop rebuilding the pack by hand.

Yes. Portfolio companies on QuickBooks and portfolio companies on NetSuite land in one warehouse under one chart-of-accounts mapping, so the same KPIs read across every portco without anyone changing systems. The same holds for Sage Intacct, Xero, Dynamics 365, Chronograph, and whatever a newly acquired add-on runs.

Usually, yes. The AI builds the connector from an export or an API, and a new system is typically flowing in days. If it can produce a file, it is a candidate.

Your first connected systems are answering questions in about 48 hours, and a full rollout lands in days, not a multi-quarter data project.

No. We configure your warehouse with you and connect the systems you already run; your team just asks questions in plain English. Nobody has to write SQL or babysit pipelines unless they want to.

No. Your systems of record — ERP, CRM, accounting, and the rest — stay exactly where they are. Synopsis sits on top and joins them into one place you can query, so you report across everything instead of exporting from each tool.

Your data stays in your own warehouse — we don't keep a copy. Access is governed per user and every query is audit-logged. Synopsis is SOC 2 Type II, and you can review our live security posture in the Trust Center.

BI tools chart data that something else already had to clean and join. Synopsis does that upstream work — connecting your systems, resolving entities, and enforcing your metric definitions — then answers in plain English, builds the dashboards, and traces every number back to its source.