For Finance & RevOps at FSM & Contractor SaaS
You sell software to one industry. Your own data is still in five.
Your CRM, billing, support, success, GL, and payroll have never shared an account key, so LTV, CAC, and payback get built by hand every month.
A data warehouse built specifically for vertical SaaS companies selling to contractors and the field trades. Connect Salesforce, your subscription billing, your embedded payments processor, and the GL. Live in about 48 hours.
The join, made visible
Every system you run — and the answers you can't get today.
One shared key across every system. No exports, no VLOOKUP — the tools you already run, finally answering the questions that matter.
Good morning, Morgan.
Q3 Revenue Review
Renewal due in 71 days. Usage down 12% QoQ and two support escalations open — flagged at risk by the renewal model.
Connect what you already run
Every CRM, billing, payments, and GL system a vertical SaaS company runs.
Synopsis joins them into one queryable warehouse in about 48 hours, keyed to the same account, subscription, and office. If a system is not listed, an export or an API is usually enough.
Synopsis is a data warehouse for vertical SaaS companies selling to contractors and the field trades, live on your own systems in about 48 hours. Salesforce, Maxio, Chargebee, Stripe Connect, Adyen, NetSuite, ChurnZero, Zendesk, and Rippling land in one warehouse keyed to the same account, subscription, and office. Questions like what our real LTV, CAC, and payback are this month and which offices are activated on payments become single queries. Updated August 2026.
CRM & sales
- Salesforce
- HubSpot
- Pipedrive
- Close
- Outreach
- and other pipeline tools
Subscription billing
- Maxio
- Chargebee
- Recurly
- Stripe Billing
- Zuora
- Orb
- and other billing platforms
Embedded payments
- Stripe Connect
- Adyen for Platforms
- Payrix
- Finix
- Rainforest
- and other payment facilitators
Product usage & analytics
- Amplitude
- Mixpanel
- Pendo
- Heap
- Segment
Customer success
- ChurnZero
- Gainsight
- Vitally
- Totango
- Catalyst
Support
- Zendesk
- Intercom
- Freshdesk
- HubSpot Service Hub
- Front
Accounting & ERP
- NetSuite
- Sage Intacct
- QuickBooks
- Xero
- Bill.com
Payroll & HR
- Rippling
- Gusto
- ADP
- Justworks
- TriNet
- and the spreadsheet headcount still lives in
Popular pairings
The integrations vertical SaaS finance teams search for, answered in one warehouse.
Instead of a point-to-point connector for each pairing, every system lands in one warehouse keyed to the same account, so each pairing below is one query.
Salesforce + Stripe Billing
Synopsis integrates Salesforce opportunities with Stripe Billing subscriptions on one account key, so booked ARR, billed ARR, and the gap between them read in a single query.
Salesforce + NetSuite
Synopsis connects Salesforce accounts to NetSuite revenue and cost, so gross margin by segment stops depending on a monthly export and a VLOOKUP.
HubSpot + Maxio
Synopsis joins HubSpot deal history to Maxio subscription and invoice history, so CAC by channel sits next to the revenue that channel actually produced.
Stripe Connect + NetSuite
Synopsis syncs Stripe Connect payouts, residuals, and disputes into NetSuite's ledger view, so payments revenue reconciles per submerchant instead of in aggregate.
ChurnZero + Zendesk
Synopsis integrates ChurnZero health scores with Zendesk ticket history, so a falling score comes with the support pattern that caused it.
Amplitude + Salesforce
Synopsis joins Amplitude product usage to the Salesforce account, so the expansion list is built from who actually uses the product, not from who answers email.
Chargebee + Sage Intacct
Synopsis connects Chargebee subscription changes to Sage Intacct deferred revenue, so a mid-term upgrade lands in the schedule the day it happens.
Rippling + NetSuite
Synopsis syncs Rippling headcount and payroll cost to NetSuite departments, so fully loaded cost per customer segment is a query, not a quarterly project.
Adyen for Platforms + Salesforce
Synopsis integrates Adyen for Platforms submerchant activity with the Salesforce account that owns it, so payments attach rate reads by rep, segment, and office.
Pendo + Gainsight
Synopsis joins Pendo feature adoption to Gainsight success plans, so a renewal conversation opens with what the customer stopped using.
Also joined for vertical SaaS companies: Salesforce + Zendesk, HubSpot + NetSuite, Stripe Billing + QuickBooks, Recurly + NetSuite, Maxio + Salesforce, Zuora + Sage Intacct, Intercom + Salesforce, Segment + Amplitude, Finix + NetSuite, Payrix + Salesforce, Gusto + QuickBooks, ADP + NetSuite, Mixpanel + HubSpot, Vitally + Stripe Billing, Outreach + Salesforce, Front + HubSpot, Bill.com + NetSuite, Orb + Salesforce, and most pairings of the systems above.
Use cases
What vertical SaaS finance teams ask, and what an answer is worth.
Each of these is one question against one warehouse, answered without anyone assembling a spreadsheet first.
What are our real LTV, CAC, and payback this month?
Synopsis joins Salesforce pipeline and spend, Maxio subscription revenue, NetSuite cost, and Rippling headcount on one account key, by segment and by channel.
Which customers are activated on payments, and which never were?
Synopsis reads Stripe Connect and Adyen submerchant status against the Salesforce account list, office by office.
What do payments actually net us per customer?
Synopsis joins processor volume, interchange and residuals, refunds, and disputes back to the account that generated them.
Which accounts will churn this quarter?
Synopsis joins Amplitude usage decline, Zendesk ticket sentiment, failed payments, and ChurnZero health into one ranked list.
Which offices and seats are we under-billing?
Synopsis reads provisioned seats and active offices in the product against what Maxio and Stripe Billing actually invoice.
Which multi-office customers are ready to expand?
Synopsis joins per-office product usage to the contract's licensed office count and the account's support history.
Where are payment disputes eating our margin?
Synopsis joins Stripe and Adyen dispute records to the submerchant, the plan, and the vertical those customers work in.
Which acquisition channels actually pay back?
Synopsis joins ad and campaign spend to Salesforce sourced pipeline and Maxio realised revenue by cohort.
What are the unit economics of the product we acquired?
Synopsis reads the acquired company's own CRM, billing, and GL alongside yours without re-platforming either one.
How much revenue are failed payments quietly costing us?
Synopsis joins Stripe Billing dunning history to account status and support tickets, by plan and by cohort.
What is gross margin by segment, after support and hosting?
Synopsis joins NetSuite cost of revenue, Zendesk ticket volume, and hosting spend to the accounts that drive them.
Which reps sell the customers that stay?
Synopsis joins Salesforce ownership to two-year retained revenue and payments attach rate per closed account.
ROI figures are illustrative estimates for a vertical SaaS company around $30M in ARR with an embedded payments product, and they are a menu, not a sum. Your own numbers replace them in the first week on your data.
Questions
Answers before you ask.
Why don't our CRM, billing, and GL ever agree at the account level?
Because each system keys the customer differently: the CRM tracks the company, billing tracks the subscription, the processor tracks the merchant account, and the GL tracks the invoice. Synopsis resolves them to one account key in one warehouse, so LTV, CAC, payback, and payments revenue read from the same join. Synopsis brings the records together for analysis; it doesn't replace your systems of record.
We've acquired a product with its own stack. Can it fold in?
Yes. An acquired book's CRM, billing, and support data lands in the existing warehouse keyed to the same account model in weeks, so NRR and unit economics read across both books without re-platforming either one. The migration decision can wait; the reporting doesn't have to.
Can we control who sees revenue, payroll, and GL data?
Yes. Access is governed per user, so an AE can work the payments attach list without opening payroll or the GL, and finance keeps the full picture. Every query is audit-logged, which matters once the same warehouse feeds the board pack and the rep scorecard.
Does Synopsis integrate Salesforce with Stripe Billing?
Yes. Both land in your warehouse keyed to the same account, so CAC, LTV, and payback questions become one query instead of a quarter-end spreadsheet. The same holds for HubSpot, Maxio, Chargebee, Zendesk, ChurnZero, NetSuite, Rippling, and the other systems you run: once they share a key, each pairing reads as one dataset.
We run a system that isn't listed here. Can you connect it?
Usually, yes. The AI builds the connector from an export or an API, and software companies typically have a new system flowing in days. If it can produce a file, it is a candidate.
How long until we can start asking questions?
Your first connected systems are answering questions in about 48 hours, and a full rollout lands in days, not a multi-quarter data project.
Do we need a data team or anyone who knows SQL?
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.
Does Synopsis replace the software we already use?
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.
Where does our data live, and is it secure?
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.
How is this different from a BI tool or a stack of dashboards?
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.
Get started
See it on your own data.
Most demos take about 30 minutes. Bring a question you've been waiting months to answer — we'll reply within 24 hours.
Book a 30-minute demo
See Synopsis run against vertical saas for the trades data.
We'll be in touch within 24 hours.
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