New Approval policies for finance teams

Operations that run themselves — and show their work.

Synthora puts AI agents to work across finance, support and operations. Every action is traceable, reversible and signed off by the person who owns it.

14-day trial No card required SOC 2 Type II

Running the back office at 1,400+ teams

northwind Halcyon Parallel/Freight Kestrel Bank Mirelle oakline. Arcadia Health VOLTAIRE
How Synthora works

Hand over the work. Keep the judgement.

Three steps from a messy queue to a process that runs on its own — without giving up control of a single decision that matters.

Step 1 · Connect

Plug into the tools your team already lives in.

Synthora reads from and writes to 180+ systems with scoped, read-only-by-default permissions. Setup takes an afternoon, not a quarter.

  • OAuth and service accounts, no scripts
  • Field-level access you can see and revoke
Step 2 · Teach

Write the playbook the way you’d brief a new hire.

Describe the process in plain language. Synthora turns it into rules, sources and approval gates you can read, diff and version.

  • Test on last month’s data before going live
  • Every change reviewed like code
Step 3 · Delegate

Let agents run. Step in only where it counts.

Routine work closes on its own. Anything above your thresholds lands in one queue, with the reasoning and sources attached.

  • Approve from Slack, Teams or email
  • One-click rollback on any action
Connected systems
NetSuite Salesforce Slack Zendesk Google Drive Snowflake
6 of 6 connectedScope: read + draft
Playbook · Accounts payable
Invoice exceptions v14 · edited by Priya R.

When an invoice doesn’t match its purchase order, check the receiving log in #warehouse and the vendor contract.

If we received fewer units than billed, prepare a partial payment for what arrived and draft a correction request to the vendor.

Anything over $10,000 or from a vendor added in the last 90 days needs approval from the AP lead.

Rule Source Approval gate
Backtested on 1,284 past invoices97.8% matched your team’s decisions
Today · 214 actions
  • Refund $84.00 to order #55120Support triage · damaged item, photo verified

    Auto-closed
  • Correction request to Halden Supply Co.Accounts payable · $18,420 invoice

    Needs you
  • Create vendor record: Brightwell LtdVendor onboarding · bank details mismatch

    Blocked
  • Reconcile 312 Stripe payoutsRevenue ops · all matched to ledger

    Auto-closed
198 closed automatically16 waiting on people
Impact

Hours come back every single month.

The median Synthora customer returns over a thousand team hours a month by month six — and the curve keeps climbing as playbooks mature.

Team hours returned per month

Median customer, first six months

1,040↑ 8.7× vs month 1
M1M2M3M4M5M6
0%

of support tickets resolved end-to-end, without escalation

0days

faster month-end close for finance teams on average

0actions

taken outside policy across 40 million agent runs

Integrations

Works with the stack you already pay for.

Native connectors for ERP, CRM, helpdesk, data warehouse and chat — plus a REST API and webhooks for everything else.

Finance & ERP34
CRM & sales27
Support22
Data & warehouse31
Communication18
HR & people49
Browse 180+ integrations
SSalesforce
NNetSuite
#Slack
❄Snowflake
SStripe
JJira
WWorkday
SSAP
ZZendesk
HHubSpot
GGmail
Security & trust

The agent your security team signs off on.

Your data stays yours. It is never used to train shared models, and every agent action is bound to a named policy and a named owner.

SOC 2 Type II & ISO 27001

Audited annually. Reports available under NDA from the trust center.

SSO, SCIM & RBAC

Okta, Entra ID and Google. Roles map to agent permissions automatically.

Regional data residency

Host in the US, EU, UK, Singapore or Australia. Data never leaves the region.

Zero data retention

Model providers under zero-retention terms. Bring your own key on Enterprise.

Customers
“We stopped hiring for the queue and started hiring for the judgement calls. Synthora handles the rest — and shows us exactly how.”
MO
Maya OkaforVP Finance Operations, Parallel Freight
“The audit trail is what sold our CISO. Every action has a reason, a source and a name next to it.”
DR
Daniel ReyesHead of IT, Kestrel Bank
“Our support team went from triaging tickets all day to actually talking to customers again.”
AM
Anjali MenonDirector of Support, Mirelle
3 days

month-end close, down from nine

Pricing

Pay per seat. Agents are on us.

Team

For a single department automating its first processes.

$29/ seat / month
Billed annually · $348 per seat
  • Up to 5 agents
  • 25 native integrations
  • Approvals in Slack & email
  • 90-day audit log
Start free trial

Enterprise

For regulated teams with residency and review requirements.

Custom
Annual agreement
  • Regional data residency
  • Bring your own model key
  • Unlimited audit retention
  • Dedicated solutions engineer
Talk to sales
All plans include a 14-day trial of Business. No card required. Compare all plans

Give your team its week back.

Start with one process. Most teams have their first agent live in under a week.