The Financial Intelligence OS
AI prepares intelligence.Humans approve knowledge.
Synchronized turns scattered financial information — decks, statements, contracts, emails — into approved institutional memory your team can query, trust, and build on.
Intelligence is not authority.
Most AI tools generate an answer and hand it to you as fact. We don't. Synchronized reasons over your information, prepares structured work, and stops at a gate — where a human decides what becomes the firm's truth. Reasoning lives before the gate. Authority lives at it.
How a fact earns its place
Raw material
The deck, statement, contract, or email. Immutable. Never altered.
Extracted claim
Something found in the material — carrying its source and a confidence.
Proposed knowledge
What the analyst believes matters, with reasoning, awaiting a human.
Approved firm memory
Accepted by a person — with approver, timestamp, and evidence. Permanent. Citable.
The gate sits between proposed and approved. The machine may begin anything — read, recall, draft, propose. It finishes nothing on its own. Initiative is free. Authority is never granted.
Fragmented data prevents
financial reasoning.
Deal teams and advisors spend countless hours pulling data from PDFs, spreadsheets, and emails — with no single source of truth. The bottleneck is never the analysis. It's the data.
No source of truth
Every team member reconstructs context from scratch — re-reading the same PDFs, re-parsing the same spreadsheets.
Hours lost to data entry
Deal teams and advisors spend more time pulling data out of documents than analyzing it.
Scattered across systems
Notes in email, sheets in Drive, memos in Slack, deals in your head. When diligence gets questioned, there's nothing to point to.
No audit trail
When decisions are scrutinized, there's no structured record of what was known, when, or where it came from.
Everything hitting the desk
12 artifacts
9 surfaces
Manual reconciliation · no single record
One pipeline, behind every product.
Every Synchronized surface — Deal Intelligence, advisor onboarding, IC memos — runs on the same four-stage pipeline. Documents come in. Auditable truth comes out.
One OS. Pointed at whatever desk you sit at.
The same governed substrate, the same gate, the same compounding memory. The raw material changes. The discipline never does.
Truth you can audit.
We build for teams that get asked “where did this number come from?” — and need a real answer.
- Provenance on every field — cite the doc, page, and line.
- Human approval before anything is treated as truth.
- Your partner sees your deals — isolation stops at the firm boundary, with optional privacy on sensitive items.
- Audit trails for access, edits, and decisions.
You're probably
wondering.
The questions teams ask
before they try it.
Synchronized is a Financial Intelligence OS. It turns fragmented financial data — PDFs, spreadsheets, emails, notes — into approved institutional memory: a structured, source-linked knowledge layer. AI prepares the intelligence; humans approve it — so deal teams, advisors, and revenue teams can query, analyze, and act on data they can trust.
Upload your deal materials to the Vault. The system classifies, parses, and extracts structured data from every document. Then use Ask to query your firm's data with citations, track your pipeline with AI-powered conviction scores, and get company intelligence cards — all grounded in the documents you uploaded.
You don't have to trust blindly. Every extracted figure links back to its source document, page, and line number. Nothing is treated as truth until you review and approve it. The AI proposes — you decide. That's the whole point.
Deal memos, term sheets, cap tables, financial statements, investor updates, tax returns (1040, K-1, 1099), brokerage statements, trust agreements — anything your team would process during diligence or onboarding. The system classifies and structures them automatically.
Deal Intelligence is our flagship product, but Synchronized is a broader platform. The same knowledge layer powers advisor onboarding — turning client documents into verified household records. Same infrastructure, different workflow.
Firm-scoped multi-tenant isolation means your data never touches another firm's. Items are firm-wide by default, private when toggled. Every action is logged in an audit trail. Security and tenancy are architectural, not a bolt-on.
Get started
Your workspace,
minutes from now.
Create a firm, invite your team, and upload real documents. See structured records with source-linked provenance — no gate, no sales call required to begin.
