How Relay Found $100K a Month in Missed Billing

Relay Fire & Life Safety, a fire protection and life safety services company, ran finance on Sage and field operations on ServiceTrade, and the two had never been joined. Large queries meant repeated exports and manual stitching, reconciliation was monthly, and reports took three hours or more to compile. One market was posting falling revenue while job volume climbed, and nobody could explain the contradiction from existing reports. The team was quoting Snowflake and Databricks to fix the reporting gap, and every acquisition added source systems that had to be migrated on deadline.

Synopsis connected Sage and ServiceTrade into a single, continuously updated view covering branch-level gross margin, revenue tracking, technician utilization, scheduling and deficiency tracking. An AI interface on top answers questions, drills to root causes across both systems, drafts reports and operating review decks, and runs proactive workflows that notify the relevant team members when multi-step conditions signal a risk or opportunity. The same foundation ingested and cleaned data from acquired companies' source systems for Relay's M&A platform migration.

Relay was weighing a Snowflake or Databricks build when it chose Synopsis instead, starting with the join nobody had made: Sage financials and ServiceTrade job data in one view. CEO Kevin Gray came in skeptical, having watched similar projects stall, so the first test was a live question. One market showed revenue falling while job volume rose. The team pointed the platform at it and kept drilling until it found the cause: an employee responsible for final invoicing had been rounding labor hours down before billing customers, a leak of roughly $100K a month. From there adoption spread. The Head of FP&A moved reporting onto the platform, where first drafts land about 80% complete and monthly operating review decks take minutes. CRO Kyle Bailey moved the revenue function over, replacing Salesforce dashboards, Power BI and manual Excel, and set up alerts that trigger on multi-step business conditions. During an acquisition-driven platform migration, the team used Synopsis to ingest, unify and export clean datasets from legacy source systems in about a week.

PE-backed, multi-branch field-service businesses running separate accounting and operations systems, especially those making frequent add-on acquisitions or weighing a data warehouse build.