For Heating Oil and Propane Dealers

Who is about to run out, current on payment, and route-efficient?

Delivery and dispatch software, remote tank telemetry, accounting, HVAC service tickets, and route GPS all describe the same customer and tank, but none of them share a key.

SOC 2 Type II Your data stays in your warehouse Sits on the systems you run

The join, made visible

Every system you run — and the answers you can't get today.

Cargas EnergyDeliveryADD Energy ForceDispatchTank UtilityTelemetryServiceTitanServiceSage 100AccountingSamsaraTelematicsUrgency-based routingCost-per-stop redesignCombined truck rollsWhatever you ask next

One shared key across every system. No exports, no VLOOKUP — the tools you already run, finally answering the questions that matter.

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

[ ]

                
                
              
[ ]

                
                
              

Questions

Answers before you ask.

Do we need a data team?

No. Synopsis joins the systems centrally and your dispatcher or owner asks questions in plain English, without an analyst hire.

Our tank telemetry lives in its own portal. Can it be joined to dispatch?

Yes. Synopsis keys telemetry, billing, and service records to the same customer and tank, so run-out risk and payment status finally sit together.

Is a book of tens of thousands of tanks too much data?

No. Telemetry and delivery history at that scale is exactly what the warehouse is built for; the AI writes SQL against it rather than reading raw rows.

We grew by acquiring other dealers. Does that fragment things?

Their systems feed the same warehouse under one key, so a book assembled through acquisitions still rolls up to one view.

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 fuel dealers data.

By submitting you agree to our Privacy Policy. We only use this to contact you about Synopsis.

Sign inTalk to salesStart for free