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What does Social Financial mean? 

A technology platform where your company can connect and collaborate with financial and non-financial information which allows your team insight into the company's objectives, goals, history, and culture.

Who needs a Social Financial Platform? 

SMall to Medium

businesses (SMB's)

SMB's who want to understand how their employees contribute to the company's objectives by connecting their actions to the financial statements. 

Accountants, Advisors, and bookkepers (aab's)

AAB's who want to provide better advice to all their clients and become an invaluable resource by effortlessly giving them the right information at the right time. 

Why do you need Snopsis? 


  • Organize mountains of data
  • Take control of your business
  • Make sound decisions
  • Mitigate risk 
  • Uncover hidden opportunities
  • Collaborate with entire team


  • Become a trusted advisor
  • Power of your entire portfolio in your pocket
  • Enhance client relationships
  • Deliver actionable information
  • Grow your client base