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Agency invoicing and revenue recognition software

Invoice ontime and report accurately

Synergist helps agencies and consultancies invoice quickly, manage revenue recognition, and track billing against project budgets. Every invoice is tied to live project data, so your revenue and profit reporting is always accurate.

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Invoice agency jobs quickly and accurately

Synergist lets agencies invoice in advance, on completion, or on monthly billing plans, with branded templates that flow straight to the client's inbox. Every invoice draws from live timesheets, expenses, and purchase data, so costs are always recovered and profit reporting stays accurate.

  • Create invoices based on actual costs (time and purchases), from a quote or billing plan, or manually build your invoice

  • Use branded invoice templates, add POs and payment terms, detail the work done, and include custom notes to help accelerate client approvals and payment. All sent straight to your client’s inbox

  • Invoice a phase or job, create a multi-job invoice per client, or batch invoice based on agreed billing dates

  • Create managed sales orders for clients who give you a budget pot, allocating multiple jobs and drawing off revenue against them

  • Invoice a percentage or set value by start or due date, or project milestones

  • Set up agency approval workflows for accurate invoicing, with automated emails sent when action is needed

  • Allocate timesheets and costs to your invoice to make sure all costs are recovered and accurate profit reporting. Mark a job as final once full recovered so no more costs can be allocated

  • Post sales invoices straight into your accounting software. Synergist integrates with leading accounting software, removing duplication and errors

Simplify your agency’s revenue recognition

Long projects, retainers, and upfront payments make monthly profit reporting tricky. Synergist handles revenue recognition automatically, letting agency finance teams recognise or defer revenue in line with when work is done and costs are incurred.

  • Recognise or defer revenue on individual invoices, or use the revenue management module to handle recognition across all jobs

  • Recognise or defer revenue in line with when the work is done and costs are incurred

  • See invoiced value vs recognised and deferred. Allocate actual or estimated time and costs, or charge-out values, or decide manually how much to recognise

  • Generate a monthly deferred revenue report to adjust the amount you post in your accounting package. Alternatively, post recognised values on sales invoices and revenue recognitions to your P&L, and post balancing entries to your accrued/deferred revenue balance sheet accounts

The Sports Consultancy, a 50+ person sports consultancy, uses Synergist to manage billing plans, revenue recognition, and real-time financial reporting across complex multi-phase projects.

Synergist is the most logical system I've seen for revenue recognition, which is very important and something you can't do well on a spreadsheet.

Image of Alex Joseph
Alex Joseph Finance Manager at TSC
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Why not just use your accounting software for invoicing?

Xero, Sage, and QuickBooks can raise invoices. But they don't know what work has been done, which costs need recovering, or how much revenue should be recognised this month on a project that will run for another six. You end up exporting data, reconciling manually, and hoping nothing slips through.

Synergist connects invoicing directly to your timesheets, purchases, estimates, and project budgets. When a job is ready to bill, the data is already there. Revenue recognition happens automatically as work progresses. And invoices can still be posted straight into your accounting software, so finance teams keep the single source of truth they need.

Want a deeper look? Watch our product tour to see how agencies manage invoicing and revenue with Synergist

Report on agency revenue and profit in real time

Synergist dashboards show invoiced value, gross and net profit, and work in progress at a glance. Detailed reports compare planned vs invoiced billing, job profitability, and client performance against targets, so agency leaders and finance teams always know where they stand.

  • Use the interactive dashboard for an instant view of invoiced value, gross and net profit, and work in progress. See your agency billing forecast vs actual, top clients, and earnings per head at a glance

  • See all jobs or phases with billing planned for the month. View planned value, costs, estimated gross profit, and invoice status, so you know what's been planned vs invoiced

  • Create sales reports to see all invoices, credit notes, and revenue recognitions in a specified date range

  • Compare a job's actual costs vs quoted and invoiced, plus profit value, percentage mark-up, margin, and investment. See totals by client, job handler, job type, or team across your agency

  • Analyse client performance by setting monthly targets for revenue and profit. Report on quoted vs invoiced, billing planned on live jobs and opportunities, and actual gross profit by month and year to date

  • Customise reports using powerful filters and save your selected views for quick access

Frequently asked questions

Can Synergist handle retainer billing as well as project invoicing?

Yes. Synergist supports multiple billing models including retainers, recurring work, milestone billing, percentage completion, fixed fees, and time-and-materials. You can also create managed sales orders for clients who give you a budget pot and draw revenue against it over time.

Does Synergist support revenue recognition for accurate monthly reporting?

Yes. Synergist's revenue management module lets you recognise or defer revenue in line with when work is done and costs are incurred. You can see invoiced value vs recognised and deferred, generate monthly deferred revenue reports, and post balancing entries to your accounting software.

Can I post invoices from Synergist straight into my accounting software?

Yes. Synergist integrates with leading accounting platforms including Xero, Sage, and QuickBooks. Sales invoices, purchase invoices, and expense data can be posted directly, reducing duplication and the risk of errors from manual re-entry.

How does Synergist help agencies avoid missed billing?

Synergist shows every job or phase with billing planned for the month alongside invoice status, so finance teams can see at a glance what's been invoiced and what hasn't. Approval workflows and automated reminders help ensure nothing slips through.

Have more questions? Drop us an email enquires@synergist.co.uk