Invoice Processing
In development
Checks supplier invoices before they reach accounts payable. Built for finance teams, and still in development.
What Syntiqa does today, what is in early access and what is planned. Each label shows a feature's real status.
In development
Checks supplier invoices before they reach accounts payable. Built for finance teams, and still in development.
Early access
Syntiqa's notetaker joins calendar meetings on its own, with no action from the seller. The account and the deal are found from the calendar invite, including invitees who never spoke. If no deal fits, the meeting is filed to the account and flagged for review.
Early access
Calls on a recorded line through Amazon Connect are transcribed, with each speaker separated and the language detected. They then follow the same path as email and meetings.
Shipped
Syntiqa reads each email thread as one conversation, and replies land on the deal the conversation already lives on. Nothing changes in how the team writes email.
Shipped
The seller records a meeting in Syntiqa's app against a chosen deal. The transcript updates the deal, contacts and tasks, and files a native meeting activity.
Shipped
A short note dictated after a site visit becomes a structured deal update. If the customer's rules allow it, it can open a new deal.
Shipped
A mobile web app to capture leads on the go, typed or dictated. Leads are researched on the web, deduplicated, routed to the right seller and filed against existing records.
Shipped
New companies are researched across the open web, from the website and LinkedIn to industry data and recent news. Accounts start already filled in.
Shipped
A conversation that continues a closed engagement opens a successor deal linked to the one before it. The closed deal is never reopened, and the customer sets the policy.
Shipped
When no deal clearly fits, Syntiqa says so. The message is filed to the account and flagged for review, and no deal gets the wrong data.
Shipped
Each accepted change carries the sentence that justified it, a confidence level and the source message. Skips, refusals and abstentions carry a named reason too.
Shipped
Changes made directly in the CRM flow back to Syntiqa. A newer human edit is never overwritten by an older AI conclusion.
Shipped
All three CRMs are maintained in their own native fields, with custom fields, objects and picklists learned for each instance. On Dynamics 365, a data update can never move a stage by accident.
Shipped
Syntiqa writes CRM content in English, Spanish, German or French, chosen per customer. It reads conversations in more than 70 languages, and picklist values stay exactly what the CRM expects.
Shipped
Each customer's sales process is stored as versioned configuration: stages, gates, naming, owners and language. Policy changes go live in minutes, without a deploy, and can be rolled back.
Planned
One screen for today's review flags: open items per team, the evidence, and one click to apply a change Syntiqa proposed but would not make alone.
Planned
Push conversations from any source into Syntiqa, and read review items and processing outcomes from your own systems.
Planned
Your own AI assistants could ask what changed on an account, submit a conversation or resolve a review item, with the same policy rules applied to every caller.
Planned
Manage operating-manual versions from the terminal and from CI: compare, validate, promote and roll back.