In today’s complex organizational landscape, decision-makers are inundated with data yet often lack clarity in translating it into actionable strategy. Syntellis Performance Solutions addresses this challenge by providing enterprise performance management (EPM) software that enables organizations to integrate financial, operational, and strategic data into comprehensive insights. Used primarily by healthcare providers, higher education institutions, and financial organizations, Syntellis helps leaders navigate uncertainty, optimize performance, and make data-driven decisions with confidence.
Over the past three decades, Syntellis has evolved from its origins as Kaufman Hall Software into a leading EPM provider. Its tools cover budgeting, forecasting, profitability analysis, and strategic planning. The company’s flagship Axiom Healthcare Suite offers cloud-based platforms that support predictive analytics, data integration, and streamlined implementation for more than 2,800 healthcare organizations. Through recent enhancements such as Axiom 365 and Visual Insights, Syntellis addresses long-standing challenges, including data silos and complex scenario modeling, enabling organizations to model outcomes and plan proactively.
In 2023, Syntellis merged with Strata Decision Technology and was acquired by Roper Technologies for $1.4 billion. This strategic alignment has expanded its capacity for innovation, particularly in AI- and machine learning-driven analytics via Syntellis IQ, reinforcing its position as a critical partner for institutions managing trillions in assets and billions in annual budgets. The company emphasizes user adoption and success, offering training and support through its Syntellis Academy, reflecting a commitment to both technology and organizational transformation.
Company Background
Syntellis Performance Solutions has a legacy of more than 30 years in enterprise software, initially operating as Kaufman Hall Software. Its mission has consistently been to transform complex institutional data into actionable insights. Serving more than 2,300 organizations, Syntellis provides solutions that span multiple industries, including healthcare, higher education, and financial services.
The company’s offerings have evolved from traditional financial reporting and budgeting tools to sophisticated analytics platforms that integrate predictive modeling, AI, and machine learning. Its software empowers finance and operations leaders to manage risk, assess performance, and align strategy with organizational objectives. Offices such as the Chicago location serve as innovation hubs, focusing on both software development and client success initiatives.
The 2023 acquisition by Roper Technologies marked a new chapter in Syntellis’s evolution. Under Strata, the combined organization emphasizes innovation in financial analytics, strategic planning, and performance management, positioning the company as a key player in the enterprise software landscape.
Product Portfolio
Axiom Healthcare Suite
At the core of Syntellis’s offerings is the Axiom Healthcare Suite, a cloud-based platform designed to streamline budgeting, forecasting, and profitability analysis. Key features include:
Predictive Analytics: Leverages historical and operational data to forecast trends, patient volumes, and financial outcomes.
Data Integration: Consolidates data from electronic health records, enterprise resource planning systems, and operational databases into a single, trusted source.
Scenario Modeling: Allows organizations to test “what-if” scenarios, simulate strategic options, and assess potential outcomes.
Axiom is widely adopted in healthcare, with over 2,800 organizations using the suite to manage complex financial and operational planning tasks. Its design focuses on ease of implementation and accessibility, ensuring that finance teams can quickly adopt and leverage its capabilities.
Solutions for Financial Institutions
Syntellis also provides tailored suites for banks, credit unions, and other financial organizations. These solutions include:
Budgeting and Reporting: Streamlined processes for managing financial statements, regulatory reporting, and internal analysis.
AI-Driven Insights: Syntellis IQ uses machine learning to detect patterns, optimize profitability, and identify risk factors.
Scenario Planning: Enables financial institutions to model market changes, lending strategies, and portfolio performance.
These tools help banks and credit unions align operational decisions with strategic objectives while maintaining regulatory compliance.
Higher Education Solutions
For universities and colleges, Syntellis provides platforms that simplify budgeting, enrollment forecasting, and cost allocation. By integrating operational data with financial planning, institutions gain visibility into revenue streams, departmental performance, and strategic priorities. Features include:
Integrated Budgeting: Aligns departmental budgets with institutional goals.
Predictive Enrollment Models: Forecasts student populations and associated revenue impacts.
Reporting Dashboards: Visualizes data for leadership to support evidence-based decisions.
Innovation and Technology
Syntellis continually enhances its platform with new capabilities. Recent innovations include:
Axiom 365: A modernized suite integrating predictive analytics, scenario modeling, and visual reporting to streamline decision-making.
Visual Insights: A tool that addresses data silos, allowing finance and operations teams to model scenarios and generate actionable insights without extensive IT support.
Syntellis IQ: AI- and ML-powered insights for identifying trends, optimizing financial performance, and supporting strategic initiatives.
By combining these tools, Syntellis enables organizations to break down silos, improve forecasting accuracy, and make informed decisions rapidly.
Strategic Integration and Acquisition
The integration of Syntellis with Strata Decision Technology in 2023, followed by Roper Technologies’ acquisition, reflects the increasing demand for comprehensive performance management solutions. The combined entity focuses on:
Expanding Analytics Capabilities: Integrating Strata’s financial planning solutions with Syntellis’s EPM platform.
Driving Innovation: Leveraging AI, machine learning, and predictive modeling to enhance strategic planning.
Supporting Customer Success: Offering training, implementation support, and best practices through Syntellis Academy.
This strategic alignment positions Syntellis as a leader in the EPM market, offering scalable, industry-specific solutions that combine operational efficiency with actionable insights.
Industry Impact
Syntellis has had a measurable impact across the sectors it serves. In healthcare, its tools help hospitals forecast patient volumes, assess service line profitability, and plan capital investments. For higher education, Syntellis enables institutions to predict enrollment trends, allocate resources efficiently, and align budgets with academic priorities. In financial institutions, the software assists in profitability analysis, risk management, and scenario planning, ensuring compliance and strategic agility.
The company’s commitment to user experience, along with cloud-based deployment and intuitive reporting tools, has resulted in high adoption rates and customer satisfaction. Organizations leveraging Syntellis platforms report faster budgeting cycles, improved data transparency, and better-informed decision-making at all levels.
Future Outlook
Looking forward, Syntellis aims to continue expanding its technological capabilities and market reach. Key priorities include:
Enhanced AI Integration: Expanding predictive modeling and scenario analysis across industries.
Cross-Industry Solutions: Leveraging insights from healthcare, education, and finance to develop universally applicable analytics.
Data Democratization: Empowering users at all levels to access, analyze, and act on complex data.
Global Expansion: Serving a wider range of organizations internationally while maintaining high levels of customer support.
The company’s evolution underscores the broader trend in enterprise software: organizations increasingly rely on integrated performance management platforms to navigate complexity, optimize operations, and make strategic decisions with confidence.
Conclusion
Syntellis Performance Solutions exemplifies how enterprise software can transform decision-making. By integrating financial, operational, and strategic data into accessible and actionable insights, Syntellis empowers healthcare systems, universities, and financial institutions to plan, forecast, and respond effectively. Its cloud-based tools, AI-driven analytics, and commitment to customer success reflect a new standard in enterprise performance management. As the company operates under Strata Decision Technology within Roper Technologies, its ability to deliver innovative, industry-specific solutions continues to shape the future of strategic decision-making across complex organizations.
FAQs
What is Syntellis Performance Solutions?
It is a provider of enterprise performance management software, including budgeting, forecasting, profitability analysis, and strategic planning tools for organizations.
Which industries use Syntellis products?
Healthcare systems, universities, banks, and credit unions primarily use Syntellis to integrate operational and financial analytics.
What is the Axiom Healthcare Suite?
A cloud-based platform that enables healthcare organizations to forecast, model, and plan finances with predictive analytics and scenario modeling.
What was the purpose of the Roper acquisition?
To combine Syntellis with Strata Decision Technology, expanding analytics capabilities and scaling performance management solutions across industries.
What is Axiom 365?
A modernized suite offering predictive analytics, scenario modeling, and visual insights for streamlined decision-making in finance and operations.
