About Synario

Synario is the agile financial modeling platform that helps visionary CFOs transform their planning to achieve new levels of clarity, credibility, and consensus. Patented Multiverse Modeling™ technology allows for multi-layered exploration of integrated financial statements - automatically developed in accordance with industry specific accounting practices. Starting from easy setup and configurable assumptions to interactive boardroom-ready presentations, Synario offers a transformative modeling experience that breaks away from archaic spreadsheet practices.

Every institution has a long list of drivers that can alter their organization's financial trajectory. Creating a long-term financial plan requires a deep understanding of the relationships and impacts of those myriad drivers. CFOs and financial professionals need software that makes understanding and managing this complexity easy.

Synario connects your key drivers directly to a prospective view of your financial future. Easily manage, configure, and visualize unlimited scenarios to identify opportunities and mitigate challenges, all from one cloud-enabled platform. Replace spreadsheet apprehension with analytical confidence, and turn boardroom questions into collaborative conversations.

Our Team

We are dedicated to developing and delivering the most advanced financial modeling technology for our clients.




Mission & Values

Our Mission and Values:

To lead in the conception, development, and production of the industry’s most advanced modeling intelligence technology. Advancing the art and science of the financial modeling discipline.

  • Do the right thing: Anything less diminishes who and what we are.
  • Customer success is our success: Helping customers make the best decisions is the foundation of what we do. 
  • Think of the possibilities: What happens next is uncertain, and that is a good thing. Make the most of it.
  • The future is what we make it: Think. Ideate. Decide.
  • Learn something new every day: If we stop learning, we stop growing. 
  • Assume good intent.

20+ Employees

150+ Customers

8+ Industries

The Synario Story

Synario was created to fill a gap in the market for those looking for powerful financial modeling software. The only solution was static spreadsheets, and many businesses were looking for a more robust and flexible modeling solution.

1999:  Software Ideation & Inception 

In 1999, Kel Hoffmann and Anne Martinez formed a startup – one that would sell a simple financial modeling solution based in excel. Passionate about his vision, Kel sought out the extraordinary talents of renowned software developer, Craig Cleaveland. The three founders launched their first xml based product, Whitebirch Planning, in 2003. 

2012:  The Early Stages 

Shortly after the launch of Whitebirch, the founders created and patented a unique layering capability and added it to the software. The patented technology allowed for Multiverse Modeling TM  , which created the first non-destructive financial modeling environment.

2015 - Today:  Acquisition & Evolution

In 2015, Whitebirch entered into a joint venture with PFM Solutions, LLC. With PFM's industry expertise, the Whitebirch modeling platform began to evolve from a simple financial modeling tool to a transformative analytical platform that offers state-of-the-art modeling intelligence (MI). 

In July 2019, Whitebirch rebranded to Synario, a name that better reflects the core business focuses: offering a full-field view of financial and strategic scenarios inside a robust cloud-based modeling platform.

Our History