See where you're losing profit, and where you can grow it.

Synergist tracks cost against estimates and quotes as the work happens, so you can act while there's still something to act on.

• Quote accurately using estimates built on real job costs, not guesswork
• See time and cost against budget live, on projects and retainers
• Get automated alerts the moment a job's heading over
• See what's causing the overservicing, not just that it happened

See where the hours go across the whole business, not just the billable ones.

• Time is logged to the job, phase and charge code, so it's charged correctly and you can see exactly where it went
• Spot the internal work and admin quietly eating your team's week
• Use what jobs actually take to make the next estimate sharper

Synergist makes it easy to see what's coming in and spot who's stretched and who's underused, so you can balance the work to prevent burnout.

• Spot overload or spare capacity weeks out, not the week it happens
• See what's coming using a pipeline weighted by likelihood, and model the impact of a new project before you commit
• Know when to hire, freelance or sell more, before it's urgent

Synergist tracks revenue, costs and recovery across every client relationship so you can see which accounts are earning their keep and which are quietly costing you money.

• Track total client investment, how much you've over or under-recovered across all their jobs
• Set turnover or margin targets per client, and see what's been invoiced, what's left and what percentage you've hit
• Add client-specific rate cards, so you can fix an underpriced account rather than walk away from it

Reports and dashboards pull from live project data, so everyone's working from one source of truth, updated the moment time is logged or an invoice is raised.

• Get the numbers you need to run the business the moment you need them, without waiting for someone to pull them together
• Schedule reports to land in the right inbox, so nobody has to remember to run them
• Build your own custom reports, with the exact data you want to see