Synergist has always been your agency's system of intelligence. It connects your pipeline, jobs, people and finances, so you can see what's profitable, who has capacity and how every client is performing.
Now it's becoming a system of action. Through smarter workflows and AI, Synergist will do more of the work for you, from building client briefs to filling in timesheets. It will tell you what needs your attention before it becomes a problem, and show you the trends and benchmarks behind your numbers. And it will work wherever you do, connected to the AI tools your agency already uses.
The 2027 roadmap is where that starts. Here’s what’s coming, and what it means for your agency.
A stronger core
Everything new is built on the product you already rely on. AI is only as good as the data and workflows underneath it, so the core matters more than ever.
That’s why we’ll keep investing in a Synergist that’s reliable, flexible and powerful. One that still works the way your agency works, not the other way round.
Early 2027 brings a set of improvements you’ve asked for. Spring adds new and improved project management features to help you plan, deliver and stay in control. And every release after that will keep building on your feedback.
Practical AI, built in
Plenty of software has bolted on AI for the sake of it. We’ve been more deliberate. Every AI feature has to earn its place by saving you time, cutting manual work or helping you make better decisions.
Three arrive early 2027.
🤖 AI Brief Builder
Successful project scoping and delivery start with a good brief. But unclear requirements, missing information and mismatched expectations often get in the way, and that’s where wasted time, scope creep and costly revisions begin.
AI Brief Builder helps you get it right from the start. Add the client’s information, whether it’s in an email, a document or a chat. It will pick out what matters, flag what’s missing or unclear, and suggest the right questions to ask.
Review and refine what's been captured, add your own insight, then turn it into a structured brief you can email straight from Synergist to your client. It will also create a job in Synergist, so your team can track the time and cost invested at the discovery stage.
The result: less time chasing information, fewer costly surprises and more accurate estimates.
🤖 AI Job Health
Budget overruns rarely arrive all at once. They build quietly, a few extra hours here and an unplanned revision there, until the margin’s gone.
Job Health helps you spot the signs early, while there’s still time to act. It will analyse each live job, including time, costs, budget, resourcing and milestones, and tell you in plain language what’s happening, including the key drivers, risks and opportunities.
For example, a job might be 15% over budget because of extra design time and additional revisions. Job Health will then suggest what to do next, such as discussing scope and fees with the client, reviewing resourcing or revisiting the timeline.
The result: earlier conversations, healthier projects and stronger margins.
🤖 AI Timesheets
Accurate timesheets are the foundation of good agency data. But they’re also the task everyone puts off, and every forgotten hour weakens your view of capacity, costs and profitability.
AI Timesheets takes the effort out of it. It will look at the work you’ve already done, from calendar events and bookings to project tasks and past timesheet patterns, and suggest entries matched to the right jobs. Check them, adjust anything that needs it and submit.
The result: less time on admin, fewer forgotten hours and more accurate resource planning.
This is just the start
Each of these features will keep developing through the year. The next stage of AI Brief Builder, for example, will take your finished brief, match it to similar past projects and recommend estimates, phases and timings. And in spring, smart resourcing will help you put the right people on the right work.
Also on the horizon:
- Proposal Generator. Turns quotes into polished, branded proposals, ready to send in minutes.
- Revenue Forecasting. Predicts not just what revenue is coming, but when, how likely it is and why.
- Client Churn Predictor. Flags which clients may be about to leave, why, and what you can do about it.
- Client Intelligence Monitor. Watches client news and market signals to surface opportunities and risks, so you can act early and strengthen relationships.
Your agency data, now in chat
If your team already uses ChatGPT, Claude or Copilot, soon those tools will be able to answer questions about your agency, using your live Synergist data. The first version of Synergist MCP arrives in early 2027 and in spring, Synergist MCP expands with more capabilities.
MCP stands for Model Context Protocol. It's a secure standard that connects AI tools directly to Synergist, so they can understand your data and work with it in a controlled way. Over time, it will let you:
- Get answers instantly. Ask "How much capacity does the studio have next month?" or "What's our forecast margin on this job?" and get accurate answers in seconds.
- Take action. Create a new job, update a budget or log time against a project, all without leaving your AI tool.
- See the bigger picture. Ask for a summary of a client's performance this year, or the trend in utilisation over the last six months.
Whether you look after accounts, projects or finance, you'll get the insight you need in the tool you already use. And in spring, Synergist MCP expands with more capabilities.
Whether you look after clients, projects, operations or finance, you’ll get the insight you need in the tool you already use.
The result: less time searching, faster answers and better decisions.
Benchmarking: see how your agency compares
It’s hard to know what good looks like. Is your margin strong for an agency your size? Is your utilisation where it should be? Benchmarking will help you answer those questions.
Benchmarking is one of the biggest steps on the roadmap, arriving later in 2027. The same work will also power richer insight and smarter AI across Synergist.
It will happen in two phases. First, you’ll be able to benchmark your agency against its own performance over time. Then you’ll be able to compare yourself with similar agencies on a real-time benchmarking dashboard, using live, anonymised data.
That second phase is opt-in. Agencies that choose to take part will securely share anonymised operational data, which is combined to power benchmarking, insights and AI.
The result: a clear view of where you’re strong, where to improve and what to aim for.
When it's coming
The roadmap arrives in three releases. Early 2027 brings built-in AI and the first version of Synergist MCP. Spring 2027 adds smart resourcing, an expanded Synergist MCP and better project management. And later in 2027, benchmarking arrives as part of a more intelligent platform, built for the agencies of tomorrow.
See everything that's coming on our roadmap. And if there's something you'd like a say in, contact our support team: support@synergist.co.uk