Summarize

Synoptix AI delivers real-time financial data, automates reporting, and enhances operational clarity, enabling finance teams to make informed, data-driven decisions.

What Finance Teams Achieve with Synoptix AI (Callout box)

Faster Access to Financial Data

Ask natural language questions to instantly retrieve policies, forecasts, reports, and past audits—no digging through files.

Accurate AI Reporting

Generate compliant reports with AI trained on your financial structure—reducing manual errors and last-minute scrambles.

Streamlined Forecasting & Budgeting

Use pre-built finance prompts to assist with scenario modelling, budget reviews, and planning cycles—on demand.

Reduced Dependency on Manual Workflows

Automate routine financial tasks like expense tracking, policy lookups, and audit prep—freeing up time for strategic work.

Compliance-Ready Documentation

Synoptix ensures audit trails, version control, and policy alignment across all financial communications.

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Finance teams drive strategic decisions, manage risk, and maintain operational discipline. However, fragmented data, siloed systems, and manual processes often slow them down. Synoptix AI transforms how finance operates—delivering instant access to financial insights, automating reporting tasks, and helping teams stay aligned, compliant, and efficient.

With Synoptix, your finance team can:

Instantly locate budgets, forecasts, policies, and transaction histories using secure natural language search
Automate routine reporting tasks and data pulls to accelerate monthly and quarterly cycles
Generate quick summaries and insights across financial statements, audit trails, and compliance docs
Surface real-time answers to internal finance queries—from approvals to expense policies
Maintain strict control over sensitive financial data with enterprise-grade access and audit features

Unify Your Finance Stack with Seamless System Integrations

Synoptix AI is built to work across the platforms you already rely on—your ERP, procurement software, reporting dashboards, or contract management tools. It integrates with systems like SAP, NetSuite, Oracle, Workday, Google Drive, and even communication tools like Microsoft Teams and Slack.

From a single interface, finance professionals can search across platforms, compare data points, and trigger actions—without manually toggling between apps or consolidating data. The result? A more connected, responsive, and efficient finance operation.

Automate the Work, Focus on the Strategy

Month-end shouldn’t feel like a scramble. Synoptix supports automation across recurring financial tasks: pulling ledger entries, aggregating expense data, generating variance reports, and preparing board-ready summaries. Less time on manual work means more focus on forecasting, investment analysis, and strategic planning.

Support the Business with Fast, Accurate Financial Guidance

From procurement teams to department heads, everyone looks to finance for clarity. Synoptix enables teams across the business to ask finance-related questions—like “What’s our travel policy?” or “Who approves CapEx over $50K?”—and get instant, policy-aligned answers. That means fewer emails to your team and more consistent, self-serve support across the company.

Strengthen Financial Governance and Data Control

With sensitive data at stake, finance teams can’t afford ambiguity. Synoptix enforces strict role-based access, ensuring that only the right people access the right documents. Every query is logged, every interaction is traceable, and every answer comes from your approved sources—so compliance isn’t just maintained; it’s built-in.

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Built for Modern Finance Teams and Enterprise-Grade Environments

Connected Across All Financial Systems

Synoptix integrates with your ERP, file repositories, contract systems, and reporting tools, allowing teams to search, extract, and act across platforms in real-time.

Faster Document Intelligence

Quickly scan and summarise lengthy statements, agreements, and compliance docs without manually drifting.

Automated Workflows for Accuracy and Speed

From reconciliations to variance tracking, streamline repetitive tasks with intelligent automation and audit-ready outputs.

Advanced Security and Governance

Enterprise-grade encryption, role-based access, and complete audit trails ensure full compliance with internal and external policies.

Finance Enablement That Scales

Empower every finance role—from analyst to CFO—with direct access to trusted insights to make timely, accurate, and aligned decisions.

From Function to Force Multiplier

Synoptix AI helps your finance team evolve from a support function to a strategic partner. By integrating your systems, accelerating insights, and ensuring compliance at every step, your team operates with more clarity, more speed, and more influence across the business.

Discover how Synoptix AI simplifies financial operations with intelligent prompting designed for accuracy, compliance, and speed. Explore our blog on AI in finance and browse the Synoptix Prompt Library for ready-to-use prompts covering reporting, forecasting, policy queries, and audit support.

Ready to improve your finance team’s efficiency with an enterprise-ready AI platform? Request a personalised demo today.

Equip Finance Teams with Real-Time Intelligence and Operational Clarity