SyntroFi is an AI-powered financial data automation platform designed to help organizations streamline and optimize the way they handle financial documents, data, and reporting. Built to eliminate manual data entry, SyntroFi leverages artificial intelligence and machine learning to automate the extraction, normalization, and analysis of complex financial data from a variety of sources.
By transforming unstructured documents into structured, usable data, SyntroFi empowers finance teams to make quicker, more accurate decisions. The platform is particularly valuable for accounting firms, audit teams, corporate finance departments, and financial service providers who deal with high volumes of financial statements, reports, and disclosures.
Features
SyntroFi offers a robust set of features focused on the intelligent automation of financial workflows.
The core feature is AI-driven data extraction. SyntroFi can read, process, and extract financial data from unstructured documents such as PDFs, spreadsheets, and scanned statements with a high degree of accuracy.
The platform supports automated normalization and mapping, converting extracted data into standardized formats that can be used in downstream applications like financial modeling, dashboards, and ERP systems.
A key benefit is multi-format document support, allowing users to upload everything from income statements and balance sheets to footnotes and disclosures in various formats. SyntroFi handles complex layouts and multi-page documents seamlessly.
SyntroFi provides automated financial ratios and KPI generation, helping users derive insights without having to calculate metrics manually.
The platform includes collaborative tools for teams, enabling users to review extracted data, validate values, and track changes within a secure environment.
Integration capabilities with popular software like Excel, Power BI, and enterprise systems allow users to connect SyntroFi to their existing financial workflows.
All processes are supported by audit trails and compliance tracking, making it easier for firms to meet internal control and regulatory requirements.
How It Works
Using SyntroFi begins with uploading financial documents directly into the platform. These could include financial statements, tax reports, investor presentations, or other structured and unstructured files.
Once uploaded, SyntroFi’s AI engine scans the documents and automatically extracts key financial line items, figures, dates, and metadata. It applies machine learning models trained on financial language and structure to ensure high data accuracy.
Extracted data is then normalized into a structured format that is easy to manipulate or feed into existing systems. Users can review the extracted results, apply corrections if needed, and approve data for export or analysis.
SyntroFi also provides automated analytics such as trend analysis, financial ratios, and benchmarking tools. Data can be visualized or exported in various formats for use in financial reports, investor decks, or strategic planning.
The system learns from user corrections over time, continuously improving its accuracy and relevance for specific business needs.
Use Cases
SyntroFi serves a wide variety of use cases in financial operations and analysis.
Accounting firms use the platform to automate the extraction of data from client financials, reducing hours of manual entry and ensuring higher consistency in audits and reviews.
Corporate finance teams rely on SyntroFi to streamline monthly and quarterly close processes by automatically processing financial reports from subsidiaries or departments.
Audit teams use it to gather and validate financial information from different sources, improving the efficiency and transparency of audit procedures.
Private equity and investment firms use SyntroFi to evaluate financial statements from portfolio companies, perform comparative analysis, and track performance over time.
Banks and lenders automate the intake of borrower financials, allowing faster loan underwriting and risk assessment based on up-to-date financial data.
Regulatory and compliance teams use the platform to verify disclosures, flag inconsistencies, and maintain audit-ready documentation.
Pricing
SyntroFi uses a tailored pricing model based on an organization’s size, document volume, and integration needs. Pricing is not listed publicly on the website.
Organizations interested in using the platform can request a demo or consultation through the official website to receive a personalized quote and implementation plan.
This approach ensures flexibility and allows SyntroFi to scale its solution for startups, mid-size firms, and large enterprises with complex financial workflows.
To explore pricing options, visit https://syntrofai.com and request a demo or contact their sales team.
Strengths
SyntroFi’s most notable strength is its ability to handle unstructured financial documents and transform them into usable, structured data in a matter of seconds.
The platform drastically reduces manual data entry and spreadsheet work, saving financial teams significant time and minimizing errors.
Its high degree of accuracy in data extraction, thanks to domain-specific AI training, sets it apart from generic OCR or data scraping tools.
SyntroFi provides enterprise-grade security and compliance, making it suitable for regulated industries such as finance, insurance, and healthcare.
Its integration capabilities allow businesses to embed SyntroFi’s automation into existing systems, increasing workflow efficiency without disruption.
The platform is designed with collaboration and transparency in mind, supporting team-based reviews and decision-making across departments.
Drawbacks
While SyntroFi offers strong automation features, it may have limitations depending on the complexity of the source documents or unique financial formats.
The platform’s pricing is customized, which may make budgeting less straightforward for smaller businesses or solo practitioners.
There may be a learning curve for new users unfamiliar with data automation or AI tools, though onboarding support is available.
SyntroFi currently focuses primarily on financial documents, so its use outside of finance or accounting teams may be limited.
Some highly specialized or regional financial formats may require custom model training or manual adjustments, which could extend setup time.
Comparison with Other Tools
Compared to tools like Rossum or Hyperscience, which offer document automation across various industries, SyntroFi specializes in financial documents, offering more accurate results and domain-specific features.
Unlike general-purpose OCR tools such as Adobe Acrobat Pro or Docparser, SyntroFi uses AI trained on financial terminology and formats, improving extraction precision for balance sheets, income statements, and footnotes.
Against enterprise systems like Workiva or BlackLine, which provide broader financial close and reporting tools, SyntroFi focuses on data intake and processing, making it a strong complementary solution.
Compared to spreadsheet-based automation tools like Excel macros or Power Query, SyntroFi offers end-to-end AI-driven processing, reducing dependency on manual configurations or formulas.
Customer Reviews and Testimonials
SyntroFi has received strong endorsements from finance professionals, CFOs, and operations leaders who use the platform to eliminate repetitive tasks and improve accuracy.
Users report significant time savings—often reducing days of manual entry into hours or minutes—and highlight the platform’s reliability and ease of use.
Several testimonials note how SyntroFi helped transform quarterly reporting processes by centralizing and standardizing data from multiple entities.
Finance teams also appreciate the platform’s ability to maintain audit trails and support compliance documentation, which is crucial in regulated environments.
Customers value the support team and responsiveness of SyntroFi in tailoring the platform to their workflows and integrating with existing systems.
Conclusion
SyntroFi is a purpose-built, AI-powered platform that automates financial data extraction, normalization, and analysis. It solves a critical challenge faced by finance teams: turning complex, unstructured documents into actionable, structured data quickly and accurately.
By eliminating manual processes, improving data accuracy, and enabling faster decision-making, SyntroFi helps organizations increase productivity, ensure compliance, and streamline financial operations.
Whether you’re part of an audit team, finance department, investment firm, or accounting practice, SyntroFi provides the tools to modernize how you manage financial data in a scalable and intelligent way.
For any business aiming to unlock efficiency in financial workflows, SyntroFi stands out as a reliable and transformative solution.
