Simple, practical, financial reporting tool.
November 11, 2016

Simple, practical, financial reporting tool.

Mariano Monzu, CPA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Synoptix

Synoptix takes care of all of our financial reporting needs from financials statements, to monthly/daily/hourly budget reports, account analysis, etc. My CFO relies and uses these reports on a daily basis. We also share reports throughout the organization via a web portal. It is positively surprising how users, with little training involved, can build comparatives, multi-years reports in a matter of minutes. This tool requires little to no IT intervention once set up. Very user friendly.

  • Complex, time consuming reports can be quickly produced without the need of a special skills set.
  • Organizes and provides for better access and distribution of data from your ERP.
  • Can’t emphasize enough the IT independence! You don’t really need them!
  • The web portal could be improved both in its presentation and organization of data and speed of delivery.
  • It would be ideal to run and publish reports for multi-departmental users in one report. In other words, have a single report with multiple tabs representing each department and not have multiple reports (one for each department).
  • When new production filters (under financial setup) are added these should automatically appear in order.
  • Positive ROI since we extensively use this tool to make timely, financial decisions.
Again, this tool is well suited to address all of your financial type needs from financial statements, to budget reports, to account analysis, etc. This is not a data mining tool like Tableau.