How Synota Uses AI.

Synota uses automated analysis tools, including language models, to help interpret invoice documents and identify potential discrepancies.

These tools operate within a structured system designed for reliability and control.

  • +AI is used to interpret and organize data
  • +Synota performs all financial calculations and reconciliation logic
  • +Customer data is not used to train external models
  • +Customers remain in control and review all outputs

What AI does — and doesn't.

AI helps with

  • +Extracting invoice data from PDFs
  • +Categorizing charges into standardized billing groups
  • +Interpreting billing structures — tariffs, taxes, regulatory charges
  • +Summarizing invoice and reconciliation differences

AI does not

  • ×Perform financial calculations
  • ×Determine settlement amounts
  • ×Modify contracts or billing terms
  • ×Execute transactions or system changes
All calculations and settlement logic are performed directly within Synota's platform.
Synota invoice audit screen comparing supplier invoice line items against Synota's calculated amounts, with per-component deltas
A line-level invoice audit in Synota: the supplier's invoice, component by component, against Synota's own deterministic calculation.

AI interprets. Synota calculates. You review.

Invoice reconciliation is not a single AI request — it is a multi-step process, and AI touches only the interpretation steps.

  1. 1
    AI assists

    Invoice data is extracted and structured

  2. 2
    AI assists

    Charges are categorized and interpreted

  3. 3
    Deterministic

    Contract and reconciliation data are retrieved

  4. 4
    Deterministic

    Deterministic calculations are performed

  5. 5
    You review

    Results are summarized for review

This approach improves accuracy, transparency, and auditability.

Accuracy & review

Synota's automated analysis is designed to assist invoice review, not replace it. Because utility invoices vary widely, some classifications may require validation. Users should review results alongside original invoices, contract terms, and reconciliation outputs.

Your data stays yours.

Not used to train AI models

Synota does not use customer invoices, contract data, or system data to train external AI models or shared datasets.

Not stored by AI systems

Customer data is processed only to generate results. All documents and outputs remain within Synota's systems.

Reference data provides context

Synota may use structured reference data — utility tariffs, tax rules, regulatory charge definitions, and other trusted industry sources — to help interpret invoice charges. All reconciliation calculations are still performed within Synota.

Chat & interactive analysis.

What the chat feature does

The “Ask Synota” feature allows users to:

  • +Ask questions about invoices and charges
  • +Explore reconciliation results
  • +Receive summaries and explanations

What it does not do

The chat feature is read-only. It cannot:

  • ×Modify contracts
  • ×Change calculations
  • ×Affect settlement outcomes
  • ×Update system data

It is designed only to help users understand existing information.

Ask Synota chat panel showing a November effective rate summary with total usage, total cost, and a cost breakdown by category
Ask Synota answering “What was my effective rate in November?” — a rate summary and cost breakdown, generated from data already in the platform.

Optional by design

AI-assisted features are optional. Core platform capabilities — contract management, reconciliation calculations, and settlement workflows — operate independently of automated analysis tools, and customers may choose not to use them.

Reliability, safeguards & security.

Reliability & testing

  • AI is limited to interpretation tasks
  • Calculations are deterministic
  • Outputs are tested against known invoice scenarios
  • Results are reviewable and auditable

System safeguards

  • Automated features do not execute system changes
  • Core financial logic is isolated from AI components
  • Outputs are stored and traceable
  • Users remain responsible for final review

Security & compliance

Synota's use of automated analysis tools follows the same security and data handling standards applied across the platform — handled within Synota's controlled infrastructure, with external services used only for real-time processing.

Human review, by design.

Synota's automated analysis tools are designed to support — not replace — human review. Customers remain in control of how results are used and should validate outputs alongside source documents and contracts.

Talk to Synota