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Get a demo

FOR FINANCE MANAGERS

Get real-time visibility to drive your agency's profitability

Synergist gives you the full picture. Every number you need, in one place.

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Improve your agency's financial efficiency, controls and reporting

Synergist brings together your project delivery and financials, so your data is together in one place. Resulting in substantial time savings, removing duplication and informing your decision making.

Day-to-day: stay in control

Instantly see what’s happening with projects, keeping them profitable and staying in control of costs. No more chasing. No more surprises. No more questions.

  • Keep on top of over-servicing. Know exactly when you’re spending more time than estimated, with issues flagged immediately.

  • Make sure jobs are costed correctly. Get an accurate estimate of net profit and make sure your minimum target profit percentage is met before you send a quote to the client.

  • Stay in control of costs. See any purchase orders or expenses raised against a job, make sure you're recovering costs and get up-to-date cash flow forecasts.

Book a demo See more on project profitability

Week-to-week: spot issues early

Insight, not hindsight. Month-end reports show problems too late. Synergist flags them while you can still act.

  • See real-time project performance. Quickly view estimated revenue, costs and profit vs actuals to keep your projects performing in line with profit targets.

  • Stay on top of timesheets. Missing timesheet reports quickly show you any unaccounted-for time, so you can make sure timesheets are kept up-to-date.

  • Keep billing on track. Check job progress is on track, so projects will be ready to invoice at the end of the month. And make sure work isn’t spilling over and affecting the following month’s revenue.

  • Spot revenue opportunities. Is your utilisation for the following week in line with targets? Or could you sell additional hours? Instantly see where you have capacity to bring in new work, bring work forward or strategically over-service a client.

  • Get weekly forecasts. Stay on top of changes, issues and opportunities as they happen, so you can take action and help your team hit their targets.

Book a demo See more on business intelligence

Month-to-month: drive profitability

Instant visibility and reporting gives you the data you need to drive performance and profit.

  • Invoice quickly and accurately. Billing plans show you what’s due for invoicing and quick-to-run reports help you find any unbilled time and costs.

  • Manage costs and cashflow. Make sure supplier costs are invoiced in the correct financial period, with quick-to-run purchase reports.

  • Produce accurate P&L and forecasts. Report on revenue, costs, net and gross profit with a click of a button. Plus, dashboards give you an instant view of actual forecasts vs targets for easy management reporting.

  • Improve financial performance. See which projects, clients, services and resources are most profitable, so you can make better commercial decisions.

  • Make revenue recognition easy. Generate a schedule of accruals and deferrals based on work completion. Adjust the amount of turnover or profit you recognise to sit in line with work in progress.

  • Remove manual duplication. Send sales, purchases and expenses straight to your accounting package, with seamless accounts integration.

  • Schedule key reports. Automatically send key data and reports on (say) the first day of each month. You can also build custom reports, create charts, and export data into a spreadsheet. You can even schedule them for automatic delivery to nominated people.

Book a demo See more on dashboards and reporting

Take a closer look

Watch how agencies and consultancies use Synergist to price jobs accurately, track budgets in real time, and see profit on every job.

The real system, in under 20 minutes.

We’re all so much more aware of what’s going on across the whole agency and certainly place much more focus on commerciality.
Read how Parker Design shifted their commercial focus using Synergist

Frequently asked questions

What is financial management software for agencies?

Financial management software for agencies connects project delivery to the numbers, from estimates and costs to invoicing and revenue recognition. Synergist links all of this to live project data, so finance teams can see real-time profit on every job.

Does Synergist replace our accounting software?

No. Synergist integrates with accounting systems including Xero, Sage and QuickBooks. Sales, purchases and expenses post directly from Synergist, so there’s no manual re-entry.

Can Synergist handle revenue recognition?

Yes. Synergist generates a schedule of accruals and deferrals based on work completed. You can adjust the turnover or profit you recognise, so it stays in line with work in progress.

How does Synergist help agencies improve month-end reporting?

Synergist’s financial management software produces P&L, revenue and cost reports from live data, and key reports can be scheduled to arrive automatically each month. Billing plans and unbilled time reports also make sure nothing is missed at invoicing.

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

 

Agency management software designed to help you grow with intelligence

From new business to billing, Synergist streamlines all your operations for efficient workflows, instant visibility, and robust reporting. It's set up to fit your agency's unique processes and we give you ongoing support as your business grows.

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