SynIQ connects to the platforms and files your business already uses, including accounting software, payment processors, operational platforms, and spreadsheets.
Information from each source is cleaned, standardized, and matched so your jobs, invoices, payments, expenses, and vendors can be analyzed together.
Your organized data is presented through practical dashboards that help you understand performance, identify problems, and make better decisions.
It gives you a clearer way to understand your business. By bringing financial and operational data together, reducing manual reporting, and organizing key metrics into one consistent view, SynIQ helps you save time, spot trends sooner, and make decisions with greater confidence.
Tell us which platforms and files you currently use. We’ll help you determine how SynIQ can turn them into one organized, reliable view
SynIQ connects the financial and operational tools your business already uses, brings the data together, and organizes it into clear dashboards and reports. This gives you one consistent view of revenue, expenses, profitability, cash flow, and other key business metrics.
No. SynIQ works alongside QuickBooks and other platforms. QuickBooks remains your accounting system, while SynIQ helps organize and visualize its data together with information from your other business tools.
SynIQ is being designed to work with platforms such as QuickBooks, Stripe, Jobber, supported bank-data connections, Google Sheets, Excel, and other compatible systems. Available integrations may depend on your plan and business requirements.
Refresh frequency depends on the connected platform, data volume, and your SynIQ setup. Some integrations may update automatically on a scheduled basis, while others may require daily or periodic refreshes.
No. SynIQ is designed for data collection, organization, reporting, and visibility. It does not transfer funds, make payments, or initiate financial transactions on your behalf.
Yes. Dashboards can be structured around the metrics that matter most to your business, including revenue, expenses, jobs, departments, locations, categories, budgets, and profitability.
SynIQ uses controlled access, secure connection methods, and appropriate permissions to help protect your information. We only request the access needed to collect and organize the data used in your reports.
Setup time depends on the number of systems being connected, the condition of your existing data, and the level of customization required. A straightforward setup may take several days, while more complex implementations may take a few weeks.
No. SynIQ is a financial-data organization and reporting platform. It does not replace your bookkeeper, accountant, tax professional, or accounting software. It helps make the information from those systems easier to access, understand, and use.
Yes. SynIQ can incorporate data from Excel, Google Sheets, CSV files, and other supported spreadsheet formats. This allows you to keep useful existing workflows while bringing the information into a more organized reporting system.
SynIQ brings your financial data together, organizes it automatically, and turns it into clear, practical dashboards, so you always know where your business stands.
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