Solutions / Finance & back office

Every deadline has a clock.Every decision has a name.

Complaints with a legal answer date, payments that failed, replies that need sign-off. Synapsi starts the clock, drafts the work, and routes it to the person who must decide.

See it happen Open workspace
Documents and approval routesillustrative
Acknowledged within the hoursent
Reply drafted from your documentsawaiting approval
Clock checks before the deadlinescheduled
The clock starts itself. A person signs.
Workflows that apply

Start from templates built for this work.

wf-053

Complaint answer clock

Acknowledges the same hour with the reference and the answer-by date, and starts a clock.

Spain · answer within 15 days
wf-034

Complaint severity routing

Judges a complaint severe or standard. Severe ones reach the complaints channel at once; everyone is acknowledged.

wf-037

Inbound email, drafted for review

Searches the Company Brain, drafts a reply grounded in what it found, and posts it for a person to send.

wf-032

Failed payment follow-up

One kind reminder with no threats and no offers, and finance is told in the chat channel.

wf-026

Escalation to task

When an agent hands a conversation to a person, a task is opened and the team channel is told.

wf-021

Operations digest

Once a day an agent reads what your automation did, what failed and what it cost, and posts a short digest.

Using a template creates a draft. Publishing it is a separate, deliberate step.

Where the value comes from

Nothing left on the table.

01
Risk avoided

No complaint misses its date

The customer is told the answer-by date within the hour, and the clock checks back before the deadline.

02
Hours back

A draft waiting, with its sources

Replies are drafted from your own documents and posted for review, so sign-off takes minutes.

03
Money in

Failed payments are followed up

The customer gets one kind reminder and finance is told, instead of the failure sitting in a report.

On the record

A formal complaint arrives by email.

Audit log · append-onlyrecording
#WhoWhat happenedResult
001Workflow · severity routingJudge how serious it is. severity: STANDARDauto
002Tool · comms.email.sendAcknowledge within the hour. acknowledgement sentauto
003Tool · knowledge.searchDraft from what you know. draft posted for reviewawaiting approval
004Workflow · answer clockThe clock checks back. clock: answered in timerecorded
Written in the same step as the action itself.Nothing is edited afterwards.

Illustrative run. What actually happens depends on the systems you connect and the permissions you set.

What it takes

Your systems, your rules, your skills.

Skills the agents use
handle-a-complaintverify-who-you-are-speaking-to
What you connect
  • A connected inbox
  • A team chat channel
  • A task tracker
  • Your complaints system, to confirm an answer went out
Works with the software you already run
GmailOutlookSlackMicrosoft TeamsClickUpNotion
BoundarySynapsi drafts and tracks. A person signs every formal answer.

See it on your own process. Not on a slide.

Tell us how finance & back office work runs today, and we will show you the first workflow to put into production.

Open workspaceTalk to the team