For finance teams
Know the number. Understand the movement.
Explore revenue, margin, and cost variance in one workspace. Keep the SQL, definitions, and findings together so finance and data teams can check the same answer.
See the finance workflow
Gross margin · sample
68.4%
Finance workspaceSample dataRevenue against plan
Ask with Kole
What explains the margin variance?
Definitions beside the result
The workflow in practice
Bring the explanation into the financial review.
Teams
Finance & FP&A
Starting point
One recurring question
Method
SQL + written context
Review
Finance + data owner
A variance report tells you where the number moved. The next question is why. Answering it often means another spreadsheet, a new request to the data team, and a discussion about which definition everyone used.
SyneHQ gives finance and data teams a shared place to investigate that question. Ask Kole in plain English, inspect the SQL and results, and keep the explanation in an editable report or Quantum Lab notebook.
Start with one variance your team needs to explain
For example: “Which cost centers are over budget this month?” Agree on the period, currency, cost-center mapping, and treatment of late adjustments before interpreting the result. Connect a supported source containing actuals and budget data, then compare the query output with an existing finance report.
A useful answer should show the variance, the records behind it, and the assumptions needed to interpret it. An unexpected result is a reason to investigate the source and logic before changing a forecast.
Keep the definitions with the analysis
Revenue: Specify whether the question concerns bookings, invoiced revenue, cash received, or recognized revenue. SyneHQ does not establish your accounting policy.
Margin: Record which cost categories enter the calculation and how shared costs are allocated. Inspect joins so duplicated records do not inflate the result.
Period comparison: Use consistent date boundaries, currencies, and segment definitions. Explain adjustments beside the chart so the next reviewer can follow them.
Use Quantum Lab for SQL, Python, results, and notes. Save a useful query and turn recurring analysis into a dashboard.
Make the first evaluation measurable
Choose one recurring review, with a finance owner and a data owner. Compare the output with your trusted report. Record time to a checked answer, the corrections needed, and how often engineering has to intervene.
Repeat the question for the next period before expanding. The goal is a correct, reusable workflow; a fast but unexplained number is not enough.
Understand the control boundary
Read-only discovery can run automatically. Configured consequential actions proposed by Kole pause for human approval. Review the target, SQL, and arguments before approving those actions. This is not a blanket approval gate on every query or manual notebook action.
Confirm permissions, retention, residency, and contractual requirements before connecting financial data. SOC 2 readiness and privacy review are in progress. Review the product's approval controls and evaluate deployment fit.
Resources
Take the next question further.
Practical guides, reusable starting points, and product details.
Customer perspective
More time for the work that matters.
With their robust platform, we've seamlessly integrated multiple data sources, unified analytics, and automated standard reporting, saving us countless hours each week.