# Syntari: AI Operating System for Boutique Consulting Firms Source: https://syntari-ai.com/platforms/consulting Syntari: AI for Consulting Execution One operating system for boutique consulting firms. Connect pipeline, delivery, and institutional knowledge in a governed platform. Start free trial Start free trial See pricing See pricing Syntari is the AI operating system for boutique consulting firms and expert-driven professional services teams. Connect pipeline, delivery, and institutional knowledge in one platform. Then scale without scaling headcount. Consulting, Designed for What’s Possible Modern consulting teams bring deep expertise, strong relationships, and ambitious goals. Syntari exists to support that ambition by connecting work that often lives across tools, teams, and moments into a cohesive execution system. The result: insight compounds, decisions accelerate, and delivery stays governed as you scale. PLATFORM INTEGRATIONS Connect Everything You Already Use Connect your data sources, warehouses, and tools without migration or manual exports. Explore integrations Explore integrations AI PLATFORM FEATURES What the Platform Unlocks 01 A Unified Consulting Operating System Syntari connects the full consulting lifecycle in one place. Opportunities, initiatives, delivery, and outcomes live in a shared system,so teams build once and reuse everywhere. Impact: Faster ramp-up, clearer execution, and work that compounds over time. A Unified Consulting Operating System Syntari connects the full consulting lifecycle in one place. Opportunities, initiatives, delivery, and outcomes live in a shared system,so teams build once and reuse everywhere. Impact: Faster ramp-up, clearer execution, and work that compounds over time. 02 Firm & Client Workspaces Operate with clarity at every level. Firm-level visibility across clients and initiatives Dedicated client workspaces for focused execution Initiative-level structure that adapts to how you work Impact: Scaled delivery with precision and trust. Firm & Client Workspaces Operate with clarity at every level. Firm-level visibility across clients and initiatives Dedicated client workspaces for focused execution Initiative-level structure that adapts to how you work Impact: Scaled delivery with precision and trust. Firm & Client Workspaces Operate with clarity at every level. Firm-level visibility across clients and initiatives Dedicated client workspaces for focused execution Initiative-level structure that adapts to how you work Impact: Scaled delivery with precision and trust. 03 AI Embedded in Real Work Syntari's AI is powered by your firm's knowledge and your clients' context. Semantic search across documents and data Client-specific insights and outputs Multi-model intelligence using ChatGPT, Claude, and Gemini Impact: AI outputs that are informed, relevant, and immediately usable. AI Embedded in Real Work Syntari's AI is powered by your firm's knowledge and your clients' context. Semantic search across documents and data Client-specific insights and outputs Multi-model intelligence using ChatGPT, Claude, and Gemini Impact: AI outputs that are informed, relevant, and immediately usable. AI Embedded in Real Work Syntari's AI is powered by your firm's knowledge and your clients' context. Semantic search across documents and data Client-specific insights and outputs Multi-model intelligence using ChatGPT, Claude, and Gemini Impact: AI outputs that are informed, relevant, and immediately usable. 04 Agentic AI Workflows Syntari brings consulting expertise into the AI layer. Pre-built consulting agents (Engagement Partner, Project Manager, Analyst, SME) Orchestrated by initiative, phase, or deliverable Templates inspired by real consulting playbooks Impact: Faster synthesis, consistent quality, and confident recommendations. Agentic AI Workflows Syntari brings consulting expertise into the AI layer. Pre-built consulting agents (Engagement Partner, Project Manager, Analyst, SME) Orchestrated by initiative, phase, or deliverable Templates inspired by real consulting playbooks Impact: Faster synthesis, consistent quality, and confident recommendations. Agentic AI Workflows Syntari brings consulting expertise into the AI layer. Pre-built consulting agents (Engagement Partner, Project Manager, Analyst, SME) Orchestrated by initiative, phase, or deliverable Templates inspired by real consulting playbooks Impact: Faster synthesis, consistent quality, and confident recommendations. 05 Human-Guided Execution Syntari is designed for collaboration between people and AI. What You'll Receive Preview and refine outputs in real time Edit content directly in the browser Export to PowerPoint, Word, or PDF Impact: Control, confidence, and results that reflect expert judgment. Human-Guided Execution Syntari is designed for collaboration between people and AI. What You'll Receive Preview and refine outputs in real time Edit content directly in the browser Export to PowerPoint, Word, or PDF Impact: Control, confidence, and results that reflect expert judgment. Human-Guided Execution Syntari is designed for collaboration between people and AI. What You'll Receive Preview and refine outputs in real time Edit content directly in the browser Export to PowerPoint, Word, or PDF Impact: Control, confidence, and results that reflect expert judgment. 06 Institutional Knowledge That Stays with the Firm When a key person exits, their expertise shouldn't leave with them. Syntari captures how your firm works and makes it accessible to every future engagement. What You'll Receive Document and methodology library organized by engagement type Semantic search across your firm's full knowledge base Onboarding acceleration for new hires and subcontractors Institutional memory that compounds with every project Impact: The firm's expertise outlasts any individual. Every engagement starts from a higher baseline. Institutional Knowledge That Stays with the Firm When a key person exits, their expertise shouldn't leave with them. Syntari captures how your firm works and makes it accessible to every future engagement. What You'll Receive Document and methodology library organized by engagement type Semantic search across your firm's full knowledge base Onboarding acceleration for new hires and subcontractors Institutional memory that compounds with every project Impact: The firm's expertise outlasts any individual. Every engagement starts from a higher baseline. Institutional Knowledge That Stays with the Firm When a key person exits, their expertise shouldn't leave with them. Syntari captures how your firm works and makes it accessible to every future engagement. What You'll Receive Document and methodology library organized by engagement type Semantic search across your firm's full knowledge base Onboarding acceleration for new hires and subcontractors Institutional memory that compounds with every project Impact: The firm's expertise outlasts any individual. Every engagement starts from a higher baseline. Our Clients Built for Consulting Teams at Every Stage Syntari supports consulting teams as they grow. Each team starts self-service, with additional support and controls available as needs evolve. Independent Consultants scaling their practice Independent Consultants scaling their practice Boutique Firms scaling delivery with confidence Boutique Firms scaling delivery with confidence Enterprise Teams managing complexity, governance, and risk Enterprise Teams managing complexity, governance, and risk Ready to put AI into the operating system? W h e r e h u m a n i n t e l l i g e n c e a n d A I w o r k t o g e t h e r t o d e l i v e r r e s u l t s . Talk with our team Start free trial Your Data Stays Yours Syntari is built on a zero-trust access model. We request only what's required to authenticate your identity and manage your workspace. When you sign in with your work account, Syntari uses OAuth 2.0 to verify your identity through your existing identity provider. Your password remains with your provider at all times. Syntari accesses your name and email address: the essentials required to build and secure your workspace. Privacy Policy Terms of Service Syntari supports research and financial analysis. The investment team makes every investment decision.