Accounts Integration

An agency management system that's integrated with all leading accounts packages including Xero and Sage

Synergist is integrated with all leading accounts packages including Sage 50, Sage 50cloud, Sage Business Cloud Accounting, Xero, Sage 200, Sage ACCPAC, Access Accounts, Sun Systems, Epicor, Exchequer, KashFlow, Microsoft Dynamics-GP, MYOB, QuickBooks*, QuickBooks Online and Pegasus Opera.

Synergist gives your agency an end-to-end project management solution, allowing you to manage, control and visualise every aspect of your projects from a financial perspective. Then when it’s time for payment, Synergist integrates seamlessly with Xero, Sage, and other leading accounts packages.

The benefits of working this way are that everything is managed in specialist systems.

Synergist is specifically designed to help agency finance teams improve efficiency and increase profitability by providing accurate insights into all project financials and subsequent financial patterns. All data is in one place, saving finance teams a great deal of time sourcing and collating information and reducing the potential for mistakes when transferring data from one system to another. Live reporting tools enable finance to pull off immediate and accurate reports at any time throughout the project or the day.

Once the project is delivered, users link effortlessly to a specialist account system for payment, purchasing, and other specific accounting needs. It’s a seamless workflow with no re-entering of details required.

Finance teams can continue to use a package they’re familiar with, whilst gaining all the financial insights on offer through Synergist, a specific agency management system.

* QuickBooks integration requires the use of a 3rd party transaction import tool. Integration between Synergist Cloud & QuickBooks online is direct and does not require any 3rd party tools.

Learn more about integration with Xero

Learn more about integration with Sage

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