The engagement workspace that understands your documents.
SynthGL manages your request list, auto-classifies client uploads, and flags missing or inconsistent documents before your team starts working.
The problem
Every engagement starts the same way.
Your team spends the first two weeks matching uploaded files to request items, chasing missing documents, and manually tracking what's been received. QoE, FDD, audit, tax - the workflow is the same.
The solution
Import your request list. SynthGL does the rest.
Share a secure upload link with clients. As documents arrive, SynthGL auto-classifies them, matches them to request items, checks for inconsistencies across files, and shows you exactly what's still outstanding.
How it works
Three steps. No setup fee.
Import your request list
Drop in an Excel file with your current request list. Every line item becomes a trackable request with status, assignee, and due date. Works with any format - CDS, AIP, or your own template. Or paste your engagement letter and SynthGL drafts the request list for you.
Share a secure link
Clients upload directly - no login needed. Every upload is versioned and timestamped. One link per engagement.
Documents auto-match
As files arrive, SynthGL classifies them and matches to request items. It compares key totals across documents and flags mismatches, so your team catches problems before starting analysis.
Features
Replace the spreadsheet, the shared folder, and the status emails.
SynthGL reads uploaded documents to verify they answer the request, flags inconsistencies across files, and shows your team exactly where the engagement stands.
Request list management
Import your existing request list from Excel. Every line item becomes a trackable request with status, assignee, and due date.
Auto-classification
Clients upload files. SynthGL reads them, identifies what they are, and matches them to the right request item automatically.
Document-aware completeness
SynthGL reads uploaded files to verify they answer the request. If Q1-Q4 was requested but only Q3 arrived, you'll see which periods are still outstanding.
Consistency alerts
SynthGL compares key totals across uploaded documents and flags mismatches. If the revenue on a P&L doesn't match the trial balance, your team sees a warning before starting analysis.
Request list generation
Paste your engagement letter or scope memo. SynthGL drafts a request list from it, saving the first few hours of every new deal.
Document versioning
Every upload is versioned and timestamped. When a client re-sends a file, SynthGL tracks both versions so your team always knows what changed.
Beyond QoE
One platform. Every engagement type.
SynthGL is built for any workflow involving client-provided documents, structured request lists, and recurring cadence. QoE and FDD are where we start - but the same pain exists in audit, tax provision, 409A valuations, fund admin, and lender covenant compliance. When next quarter's engagement starts, your workspace and request list are ready to go.
Documents classified. Data normalized. Automatically.
When auto-ingestion launches, documents you've already classified will be automatically parsed and normalized into structured financial data. "You received 31 files. 28 ingested. 3 need review."
Pricing
Start with a free pilot.
Early access is pilot-only. We're working with a small number of advisory firms to validate the workflow before broader launch.
Pilot
Free during pilot
- Single-engagement trial
- Request list import
- Auto-classification
- Client upload portal
- Completeness dashboard
Team
$29/user/mo
- Unlimited engagements
- Auto-classification
- Consistency alerts
- Request list generation
- Document versioning
- Priority support
Firm
Custom
- Multi-team deployment
- SSO + access controls
- Custom integrations
- Dedicated support
If you run QoE or FDD engagements and the intake step is a bottleneck, we want to talk. Pilot participants shape the product and get priority access.
FAQ
Common questions
The founder
Built by someone who lived the pain.
Background in PwC CMAAS and boutique FDD. Built SynthGL because managing request lists in shared folders and chasing missing documents was the most painful, repetitive part of every engagement.
Ready to stop chasing documents?
Tell us about your engagement workflow and we'll show you how SynthGL handles request list management end to end - this quarter and every quarter after.