Keep track of all your opportunities and jobs in one system for total visibility of your revenue, profit and capacity forecasts.
Synergist brings real-time visibility of your pipeline and the implications of winning work. Instantly see a live forecast weighted by probability and track sales performance against targets.
You can see where you have the capacity to take on extra work so you can look to fill gaps... or where you might have resourcing issues!
Instantly see how much has been invoiced (or recognised) versus the amount planned for each period.
You can invoice staged payments based on set dates or project milestones and forecast revenue and profit by month. The advanced revenue recognition feature also allows you to adjust the amount of turnover or profit you recognise to match work in progress.
Purchase management tools record costs to the correct job, giving you control over spending. You can also manage suppliers and purchase approvals, control markups or discounts, and store all related information and invoices in one place instead of siloed systems.
See more agency billing and purchase management features.
We can get a much quicker handle on where we're at. And we can also take a deeper dive into the numbers if we want to take a more detailed approach.
See immediately which of your clients, projects, phases, services and resources are profitable with live performance data.
Client dashboards show each client's financial performance - tracking revenue vs targets, profit, investment and forecasts.
Project reports show you where projects have gone over budget, so you can take learnings and improve profit on future jobs.
All the reports you need to run effectively day-to-day are there at the click of a button, as well as the right insights to inform strategic decisions.
You can also build custom reports using a simple drag-and-drop interface. Create tables and charts and export them as an image, PDF, or spreadsheet. You can even schedule them for automatic delivery to nominated people.
We know what we’re good at. We’re a best-in-class agency management system, not an accounting system or online proofing tool. What we do is integrate seamlessly with other leading solutions, including your accounting software, so you can choose the packages you prefer.
Use Synergist with leading accounting software systems, including Xero, Sage, MYOB, QuickBooks and more.
