Love the quick way to compare budget vs actual on multiple accounts at once
Updated February 04, 2025

Love the quick way to compare budget vs actual on multiple accounts at once

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Synoptix

I use it for analyzing budget data. I have some preset reports that I can easily modify for whatever accounts I want to quickly review. I like the fact that I can drill down to see the data behind the reported numbers. I would like to use it for more robust reporting and graphing. I just haven't gotten there yet. It is fairly intuitive, but does not work exactly like Excel. I appreciate that they continue to improve the functionality.

Pros

  • actual vs budget
  • historical values

Cons

  • graphing is complicated
I would like to see a more user friendly way to graph data, but I like that the budget vs actual comparison is so quick and easy to use.

Do you think Synoptix delivers good value for the price?

Yes

Are you happy with Synoptix's feature set?

Yes

Did Synoptix live up to sales and marketing promises?

Yes

Did implementation of Synoptix go as expected?

Yes

Would you buy Synoptix again?

Yes

Financial reporting, snapshot data - very useful

Synoptix Feature Ratings

Long-term financial planning
5
Financial budgeting
6
Forecasting
7
Scenario modeling
4
Management reporting
8
Financial Statement Reporting
5
Management Reporting
8
Excel-based Reporting
8
Automated board and financial reporting
7
Personalized dashboards
9
Not Rated
Flat file integration
Not Rated
Excel data integration
Not Rated
Direct links to 3rd-party data sources
Not Rated
Pixel Perfect reports
Not Rated
Customizable dashboards
5
Report Formatting Templates
Not Rated
Drill-down analysis
10
Formatting capabilities
7
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
Not Rated
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
Not Rated
Pattern Recognition and Data Mining
Not Rated
Multi-User Support (named login)
Not Rated
Role-Based Security Model
Not Rated
Multiple Access Permission Levels (Create, Read, Delete)
Not Rated
Report-Level Access Control
Not Rated
Single Sign-On (SSO)
Not Rated
Responsive Design for Web Access
Not Rated
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated

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