Payments attach rate, residuals, and disputes, joined back to the account that generated them

Because each system keys the merchant differently: the CRM tracks the company, the payments platform tracks the merchant account and its sub-merchants, the payout file tracks a settlement batch, and the GL tracks a deposit. Synopsis resolves them to one account key in one warehouse, so attach rate, gross volume, net take rate, residuals, and dispute losses all read against the account that produced them. Synopsis brings the records together for analysis; it doesn't replace your systems of record.

Yes. Every residual ties to the connected account and the settlement month, with fee variances itemized. Per-account net take rate comes off the connected-account fee detail your platform reports: interchange, scheme fees, processing fees, dispute fees, refund fees, and Radar fees per connected account. Network costs revise for up to two months after the transaction, so Synopsis carries both the provisional and the settled figure and labels which one you are reading.

Yes. Both platforms land in the same warehouse keyed to the same account and the same merchant, so attach rate, net take rate, and dispute drag read across the old book and the new one while the migration runs. Volume that moved and volume that stalled read as separate rows, and the reporting does not wait for the cutover to finish.

Yes. Stripe Connect submerchant activity and Salesforce accounts land in one warehouse keyed to the same customer, so payments attach rate, residuals, and disputes read by account and segment in one query. The same holds for Adyen for Platforms, Payrix, Finix, Stripe Billing, NetSuite, and the rest of a software company's systems.

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.