Agency financial management: Gain complete visibility and control

"Synergist is central to everything we do. Without it, we wouldn't have had the level of success we've had."

Peter McQueen, Finance Director, Mediablaze

Sales dashboard

Integrated project and financial management software for agencies

Synergist brings together your project financials and delivery - all the processes and data in one place. Resulting in substantial time savings, removing duplication, reducing the risk of manual errors and informing your decision making.

It gives you complete visibility on what’s happened, what’s happening and what’s going to happen in your agency, so you can drive your agency’s performance and profits.


Day-to-Day: Be in control

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

  • Keep on top of over-servicing. Know when you’re spending more time than estimated. Alerts flag any issues immediately. For example, a job that’s reaching a certain percentage of its budget or going over.
  • 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 present 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.
Job health dashboard and Estimate
Job list, Sales dashboard and Performance dashboard

Week-to-Week: Get real-time visibility

Most agencies do a month-end report, looking at whether they met targets, exceeded them, or underperformed. But once it’s happened, what can you do about it? All you can do is say ‘this is what we lost out on.’ The secret to success is spotting issues early, so you can take action.

  • See real-time project performance. Quickly view estimated revenue, costs and profit vs actuals to ensure a project is 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.

Month-to-Month: Drive profitability

Synergist brings all your project financial information together in one place, giving you instant visibility and reporting to drive performance and profit. Freeing up your time to analyse the information and take necessary action.

  • Invoice quickly and accurately. Ensure everything that can be invoiced, gets invoiced. 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.

Key reports can be automatically created and sent to you on the first day of each month, for example. The Data Viewer also lets you build custom reports with a simple drag-and-drop interface. Create tables and charts. Export as an image or PDF, or into a spreadsheet or presentation. You can even schedule them for automatic delivery to nominated people.

Management dashboard, Billing plans, Reports and Accounting systems

All-in-one agency management software

From new business, costing, project and resource management, through to billing and reporting, Synergist brings together everything you need to manage your projects, people, clients and financials.

Your trusted agency management system

Every day, thousands of people in agencies and consultancies rely on Synergist. They use it to manage their projects, track their time, inform their decisions, oversee their clients and drive their businesses forward profitably.

“Synergist is central to everything we do. Without it, we wouldn't have had the level of success we've had.”

“Since Covid, my focus and attention has been on the bigger picture. I'm constantly running rolling profit-and-loss and cash-flow forecasts.

Peter McQueen
Finance Director, Mediablaze, 2017-2021

View user story

We can now see what is happening at a glance, and effectively manage change.

Synergist is used to manage everything from quotation and scheduling right through to invoicing.

Clare Walsh
Then Digital Delivery Director, Redweb

View user story

“With Synergist, I know what’s going on in every job, and the great thing about it is that I know it as it’s happening. So there are no surprises.

“When we have a Monday morning meeting to allocate who will be working on which job, it’s completely transparent to all.”

Steven Clark
Tayburn’s Finance Director

View user story


Manage your clients, projects and processes effectively

Fill out the form to schedule your demo, customised for your specific agency needs.

Our implementation partner, The Agency Works, will contact you to arrange your demo. Their extensive agency experience means they can guide you towards the most effective set-up to help you save time, increase profits and ultimately achieve your goals.