For Plumbing & Heating Wholesalers
Branch margin, rebates, and warranties, finally in one query.
Your ERP, branch counter POS, and dozens of manufacturer warranty and rebate portals each know a different piece of the same water heater or boiler sale, and nobody can see the whole picture from one screen.
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 family-owned, multi-generational wholesalers that have real budget but no appetite to hire a data team. Your team asks in plain English.
Can it handle years of multi-branch contractor purchase 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.
We check a dozen manufacturer portals for rebates and warranties. Does this replace that?
Synopsis brings those records together for analysis so recovery becomes a rerunnable query, rather than a periodic manual audit across portals.
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 plumbing & hydronics distributors data.
We'll be in touch within 24 hours.
