Synario Financial Modeling
Features Overview
Synario's powerful financial modeling software is packed with every feature a business needs to build, analyze, and present impactful financial models.

Self Explore
Check out our industry-specific platform walkthroughs to see why so many higher ed institutions and water utility agencies plan for their future with Synario.
Easier Modeling
BUILD MODELS QUICKLY
Synario's budgeting and forecasting tools have multiple features to help both modelers and non-modelers build out their financial models, scenarios, and strategic plans. See below for our highlighted model building features.

Fast
Data Import
Synario offers an IT-free easy data import process, facilitated by our world-class rated implementation team. It only takes a few minutes to update your historical data, allowing you to always work with the most up to date financial models.

Object
Orientation
Unlike a spreadsheet, where every cell is a value or formula, Synario is built on an object oriented architecture. Updates flow across related financial items creating a faster and more error-resilient workflow.

Integrated Financial Statements
Synario comes out of the box with pre-mapped accounting, meaning financial statements are fully connected and automated. Changes to assumptions, capital initiatives, and more flow across every statement, including cash flow.
Smarter Analysis
ANALYZE MODELS INTELLIGENTLY
Patented Multiverse Modeling™ technology allows users to explore an unlimited number of scenarios or what-if questions from a single model. Empower your analysis with superior financial model, budget and forecasting tools from Synario.
Anomaly Detection
Anomaly Detection uses machine learning to pre-process your report data and flag values that fall outside expected patterns, giving your team an extra layer of analysis on your financial outputs. Flagged values are highlighted directly on the report alongside AI-generated explanations, so you can quickly locate and understand what needs a closer look.

Scenario Analysis
Discover the power of a scenario-based outlook with Synario. Patented Multiverse Modeling™ technology allows users to explore an unlimited number of financial scenarios from a single model. Synario does scenarios best.

Sensitivity Analysis
Easily zoom in on the effects of individual financial variables on your organizations financial outlook. Through user-friendly sliders and interactive charts and graphs, Synario removes the difficulties surrounding sensitivity testing in a spreadsheet.

What-If Analysis
Remove the back and forth between your finance department and board or stakeholders. Synario allows finance professionals to quickly adapt their financial models to answer what-if questions as they are asked.
Better Decisions
PRESENT MODELS CONFIDENTLY
Dynamic presentations are directly connected to your Synario financial modeling. Presenting your financial future using Synario yields confidence, clarity, and concensus amond stakeholders and organizational leaders.

Live Connected Presentations
Dynamic presentations are simple to build inside of the Synario modeling platform. Eliminate the back and forth between spreadsheet based models and slide deck presentations. With Synario, you can build, analyze, and present from a single model.

Drill-Down Functionality
Establish clarity and credibility in the boardroom with Synario's drill-down 'Explain' feature. Explore the logic behind any calculated value throughout your financial model. Present every model with confidence using Synario.

Differential Access
Easily assign access levels to any member of your organization with Synario. Even model presentations can be assigned access so that board members or stakeholders can offer insight prior to an important meeting.
What Cloud Based Modeling Means
Model from anywhere, stay in sync, and reduce errors with real-time updates and shared access. Synario’s cloud platform ensures your team always works from a single, accurate source of truth.

Update Effortlessly
Our cloud based financial modeling software improves version control, ensuring the entire team stays up to date.

Reduce Errors
Reduce the risk of manual errors with object oriented modeling, see changes flow through your entire model, instantly.

Model Anywhere
Your model goes where you go. Cloud based software enables multiple users to model from anywhere simultaneously.
Powerful, Flexible Scenario Planning—All in One Platform
Synario empowers finance teams to build, analyze, and present complex financial scenarios with unmatched clarity and speed. Eliminate spreadsheet sprawl, reduce errors, and make better decisions with dynamic, real-time modeling tools designed to evolve with your data and strategy.
Build Smarter Scenarios
Craft custom scenarios tailored to your organization’s needs—all from a single, integrated model. Synario allows finance teams to isolate critical variables, stack scenario layers, and compare diverse outcomes without duplicating models, adding new tabs, or creating a new version. Whether you’re evaluating capital plans or testing operational shifts like remote work, Synario makes scenario construction and analysis intuitive with toggle switches, sliders, and dynamic inputs.
Adapt In Real Time
Scenarios automatically update as your underlying data changes, no manual entry required. Teams can quickly input new values, toggle impacts on or off, and answer what-if questions on the fly. This real-time flexibility empowers faster decision-making, keeps models error-free, and ensures all stakeholders are working with the latest information.
Present with Transparency and Confidence
With built-in presentation tools, you can showcase your scenario insights live or share them securely. All model functionality remains intact during presentations, allowing you to adjust inputs mid-meeting, run comparisons on the spot, and drill into calculations for financial transparency. No reformatting, no delays—just seamless, interactive presentations backed by your live financial model.
“[Synario] has become an invaluable tool for our organization. The flexibility to model multiple variables and scenarios provides the directionally correct financials which inform our decision making, and ultimately help shape the direction of our institution.”
Robert Robinson
Vice President of Finance, Saint Michael's College
SYNARIO DOES SCENARIO PLANNING BEST

Modeling Intelligence Means Adaptability:
Create flexible financial models to quickly model both financial and strategic scenarios. Connected presentations will inform stakeholders on the best course of action to maximize on short- or long-term challenges and opportunities.

Modeling Intelligence Means Efficiency:
Break away from untrustworthy spreadsheet results and versions. Synario’s built-in tools and preconfigured relationships automate the production of integrated financial statements.

Modeling Intelligence Means Foresight:
Real-time updates to model results and presentations means your organization sees a broader view of the future. Go beyond best and worst case scenarios and explore the full-field of possibility available to your business.

Synario has one of the fastest implementation timelines in the industry.
Starting with simplified data integration, importing your financial history is quick and easy. Our client success team has experience integrating a wide variety of data types and sources into Synario. Wherever your business's data lives, it can transfer into Synario.

SYNARIO USE CASES:
Synario delivers comprehensive insights on your organization’s prospective financial position. Our clients most often use our integrated financial models to answer the following initiatives:
Capital Planning
Easily layer in capital initiatives, like equipment purchases or new buildings, into your financial model.
Profitability & Cash Flow Analysis
Watch the profitability of your organization respond to economic, strategic, and financial fluctuations.
Business Valuations
Forecast the overall value of any business as its financials change and evolve.
Financial & Debt Capacity
Determine debt capacity by analyzing existing and future assets and liabilities.
Mergers & Acquisitions
Inform decision making behind business mergers and acquisitions. Analyze debt structure and profitability when taking on another business.
INDUSTRIES WE'VE WORKED WITH:
Finance professionals across a variety of industries use Synario to inform strategic decisions. From automated financial statements to full-field financial outlooks, Synario offers a competitive edge to businesses across the globe. While Synario can be used by any industry, common industries include:
- Higher-Education Institutions
- Water and Utility Agencies
- Transit Agencies
- Real Estate and REIT
- Government
- Healthcare
- Manufacturing
- Retail
- Private Equity
Customer Success
We've worked with many incredible customers across a variety of industries.




























