Synopsis for Customer Success

See churn coming before the cancellation email does.

The signals are all there — usage dropping, tickets piling up, invoices slipping — but they live in three different systems nobody joins. Synopsis puts product usage, billing, and support data in one warehouse so your team sees the whole customer.

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.

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?

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

DATA SCIENCE & ML

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Out

	month	revenue	type

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See how it works — the engine underneath

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 customer success data.