For HVAC Equipment Wholesalers
Equipment sales, rebates, and refrigerant compliance in one warehouse.
Your ERP, your refrigerant-handling log, and a dozen manufacturer dealer portals each hold a piece of the same equipment sale, and nobody can join them before an audit or a rebate deadline.
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.
Questions
Answers before you ask.
Do we need a data team to use Synopsis?
No. It's built for independent and family-owned distributors with real budget but no data-engineering staff. Your team asks in plain English.
How is our refrigerant-compliance data handled?
Your EPA 608 refrigerant-handling records land in the same warehouse as your sales data, so audit prep becomes a rerunnable query instead of a multi-week document hunt. Synopsis brings the records together for analysis; it doesn't replace your system of record.
Can it handle years of equipment and refrigerant history?
Yes. That history is far too large to paste into a chat window. The AI writes SQL against the warehouse and returns just the answer, reasoning over the full history.
How long until we can start asking questions?
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 hvac distributors data.
We'll be in touch within 24 hours.
