Synergist integrates with leading accounting platforms so your agency can keep using its existing finance software with improved visibility and control. Sales invoices, purchase invoices, and expense data transfer directly between systems, reducing duplication and the risk of errors.
Integrations include Sage (Sage Business Cloud Accounting, Sage 50, Sage 300, Sage Intacct), Xero, QuickBooks, Access, KashFlow, Microsoft Dynamics, Access Financials, Iplicit, AccountsIQ, and Pegasus Opera 3.
Why you should use separate Agency Management and Accounting systems
Synergist's two-way calendar integration keeps your agency team's schedules in sync. Work bookings and events scheduled in Synergist appear in Outlook or Google Calendar, and meetings scheduled in your calendar appear in Synergist.
Additionally, every user has a unique iCal URL, allowing bookings made in Synergist to also be synced with calendar applications, such as iCalendar.
Synergist integrates with Microsoft 365, so you can send emails, quotes and invoices directly from Synergist.
Tag an email and it files the communication and any attachements automatically to the right client and job. Send email alerts and reminders automatically, and schedule reports to be emailed to a distribution list, Microsoft Teams or Slack address.
Synergist integrates with OneDrive and Dropbox for shared cloud files.
Your agency team can log in securely using Microsoft or Google single sign-on, saving time and simplifying admin. Learn more about Synergist security
Synergist syncs contacts, companies, and opportunities from HubSpot or Salesforce, so your agency can nurture leads in your chosen CRM and pull them into Synergist for forecasting and capacity planning. You control what syncs and when, keeping your pipeline and capacity forecasts clean and accurate.
Plus, you can select a Synergist job template when creating a deal within HubSpot to keep everything consistent.
A third-party monthly charge applies for HubSpot integration. Ask us for details.
Need a custom integration? Build powerful integrations with our API.
Synergist's open API lets your agency build custom integrations, share data with other systems, and automate the creation of records. Custom fields and views created in Synergist are immediately available via the API.
You can look at loads of project management systems but they need to work in an agency with a unique business model.
