LTV, CAC, and payback that nobody had to assemble in a spreadsheet

Because each system keys the customer differently and each team keys the metric differently: the ad platforms count spend by campaign, the CRM counts deals by owner, billing counts subscriptions, payroll counts people, and the GL counts invoices. Synopsis resolves them to one account key and one stored definition of CAC, LTV, and payback, so the rep scorecard, the finance model, and the board slide compute the same way. Synopsis brings the records together for analysis; it doesn't replace your systems of record.

Every figure traces back to the row behind it: the Salesforce opportunity, the Google Ads or LinkedIn Ads spend, the Maxio or Stripe Billing invoice, the Rippling payroll run, and the NetSuite entry. A follow-up question gets answered by drilling into the source, with no model to rebuild. An acquired book folds into the same warehouse on the same account key, so blended unit economics read across both books.

As far back as your systems still hold. The first load pulls the history each connected system kept, so cohort retention and payback run from the oldest rows in your CRM and your billing platform. Where one source holds less history than the others, the warehouse shows where that source starts instead of filling the gap.

Yes. Salesforce opportunities and Maxio subscription and invoice history land in one warehouse keyed to the same account, so LTV, CAC, and payback read in one query. The same holds for HubSpot, Chargebee, Recurly, Stripe Billing, Zuora, NetSuite, Rippling, 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.