Your Financial Reporting Just Got Easier

Everything you need to get started and making the most of Synoptix Software

Easy Access to The Tools & Resources You Need

Thank you for choosing Synoptix as your financial reporting solution. We’re here to make your onboarding and continued use of our platform easy and beneficial.

We recommend bookmarking this page for easy access

Setup, Installation & Onboarding

Docs & Downloads

  • Relevant PDFs

Setup Videos

Mini Tiles of Youtube videos?

Smaller Callout Box for PAID guided install

Ongoing Training

We’ve got you covered after onboarding. Have a new employee? Upgrade? Need to be able to create your own custom reports?

Ongoing Training Services

Youtube Channel embed of training videos?

Tutorial & Help Docs

Below are the top help documents and guides for users to get started when troubleshooting or encountering an issue. Please be sure to check the Forum to see if other users have experienced the same issue, and for the most current help docs and topics.

Popular Tutorials and Guides

  • Relevant PDFs, that aren’t updated often

Troubleshooting & Technical How-Tos

  • List of common issues

Syoptix Basics

  • Your first report
  • How the system works

World-Class Dedicated Support


Get Support by Phone

Toll Free: 866-348-0530
Direct Line: 801-254-4503


Get Support Online

Synoptix Forum

Schedule a Meeting

Synoptix Support is available Monday – Friday 7:00 a.m. – 5:00 p.m. Mountain Time.


Add-on Services, Custom Reports & Advanced Consulting

We understand complexity, and know your business is 100% unique. There are times where expert help can make the difference in saving you time and headaches.

View Add-on Services & Training

Better Together:
Connect to Any ERP, Multiple Datapoints & Unlimited Users

Financial Software for ERPS clients using synoptix financial reporting software

Experience The Synoptix Platform For Yourself

See how Synoptix’s Financial Planning & Analysis can transform the way you view, budget & run your organization:

  • Empower your team with real-time visibility into all of your data for the best decisions.
  • Connect your people, plans & data across all business functions - including finance, sales, production & more.
  • Increase revenues & gain a competitive edge.
Free Demo

The Financial Risk of Using Spreadsheets for Reporting
It's costing your organization more than you think.

Download Spreadsheets-The Corporate Secret Killer & What to Do About It to better understand its inherent errors, how to manage quality control & overconfidence, with detailed solutions on improving spreadsheets in financial reporting.

Download The New Report