Relay Fire & Life Safety, a fire protection and life safety services company, ran finance on Sage and field operations on ServiceTrade, and the two had never been joined.
Large queries meant repeated exports and manual stitching, reconciliation was monthly, and reports took three hours or more to compile. One market was posting falling revenue while job volume climbed, and nobody could explain the contradiction from existing reports. The team was quoting Snowflake and Databricks to fix the reporting gap, and every acquisition added source systems that had to be migrated on deadline.
Synopsis unified Relay's Sage accounting data and ServiceTrade field-service data into one continuously updated layer, with an AI interface that answers questions, drills to root causes across both systems, compiles reports, and alerts the right people when multi-step business conditions are met.
Versus a quoted 16–20 weeks and $300K–$500K for a data warehouse build
Labor hours rounded down before invoicing, found within weeks of go-live
Operating review decks compiled in minutes; FP&A estimates 10 hours back per 3 invested
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