Synopsis for Finance
Close the books without closing twelve browser tabs.
Your numbers live in the ERP, billing, payroll, and a pile of spreadsheets that almost agree. Synopsis lands all of it in one warehouse, joined and defined, so every answer starts from the same numbers.
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?
Q3 Revenue Review
Published
Helix Manufacturing
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
At risk
$0.87M
Sep 09
DM
Northwind Retail
In progress
$1.64M
Aug 22
RS
Cedar & Co.
In progress
$0.98M
Sep 03
KP
Vertex Health
Renewed
$1.32M
Jul 30
DM
Sable Foods
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
Flag for Review
Hold the duplicate
Alert Finance
Post to #finance
Approve & Post
Send to the ledger
End
Posted & done
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 finance data.
Request received.
We'll be in touch within 24 hours.
We'll be in touch within 24 hours.
