SynIQ connects the financial tools your business already uses and organizes your data into one clear view, so you always know where your business stands.
Bring accounting data into one clear view.
Track payment activity without switching platforms.
Connect operational activity with financial performance.
See supported account activity alongside your data.
Keep the spreadsheets your business still depends on.
Connect the financial and operational tools your company already uses.
SynIQ collects, maps and structures the information consistently.
We offer cutting-edge SaaS technology
SynIQ brings your financial and operational data together, organizes it into a consistent structure, and turns it into clear dashboards your team can understand.
SynIQ is designed for business owners and teams whose financial data is spread across multiple platforms, reports, and spreadsheets. We bring that information together into one organized view, helping you save time, improve visibility, and make more confident decisions.
SynIQ brings revenue, expenses, transactions, and other key financial information into one organized dashboard. Instead of switching between platforms and spreadsheets, you get a clear view of how your business is performing.
Review your most important numbers through clean, intuitive dashboards built to reduce complexity. Spot trends, understand performance, and find the information you need without digging through reports.
Every business tracks information differently. SynIQ can organize your data around the accounts, categories, departments, locations, or performance indicators that matter most to your operation.
Bring your essential financial information into one organized structure.
Reduce manual exports, spreadsheet copying and repetitive reporting.
Understand revenue, spending, cash flow and performance without searching across multiple tools.
Organize the information around the metrics and categories that matter to your operation.
For businesses connecting a limited number of systems and tracking essential financial metrics.
For businesses needing additional integrations, customized reporting and more frequent updates.
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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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