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FOR FINANCE MANAGERS

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

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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.

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.

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Steven Clark Finance Director, Tayburn
Learn how Synergist took the pain out of monthly accounting for Tayburn
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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.

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Week-to-week: get real-time visibility

Enjoy the power of insight instead of hindsight. While standard month-end reports show your performance, it’s too late to take action. Synergist helps you spot issues early, so you can rectify them before they become problems.

  • 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.

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Make your agency more productive and profitable

See why thousands of people within creative, marketing, digital, PR and professional services agencies rely on Synergist every day.

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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.

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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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