Synergist's one-click timesheets let your team log time from their browser or mobile app as they go, with scheduled jobs auto-populated with the correct job number and charge code. Approval workflows and missing timesheet reports make sure nothing slips through.
Team members can submit expenses on the go using the mobile app, upload digital receipts, and allocate costs to the right job. Approval workflows and finance system integration streamline the process from submission to payment.
AMBITIOUS, a 20+ person PR agency, uses Synergist to track time against retainers and spot overservicing before it erodes margin.
We can understand more about whether we're overservicing or underservicing our clients, and if so, what's causing this. Ultimately, managing time is key as that's what we're billing for.
Standalone time tracking tools capture hours. But they don't connect those hours to project budgets, utilisation targets, or invoicing. You end up exporting data into spreadsheets to work out whether a job is on track, by which point it's often too late.
In Synergist, every timesheet entry updates the project budget and margin in real time. If a job is heading over budget, the dashboard flags it before you've finished the work. And because time data flows straight into invoicing and utilisation reporting, there's no manual reconciliation and no gaps between what's logged and what's billed.
Want a deeper look? Watch our product tour to see how agencies manage project profitability with Synergist
Synergist shows utilisation on chargeable and non-chargeable work by team, role, or individual, with actual hours and value tracked against targets. You can drill into where time is being spent and spot where you're over or underservicing clients.
As time and expenses are logged, Synergist updates project budgets and margins automatically. A traffic-light system flags jobs at risk of overrunning so project leads and finance can act before margin is lost.
Yes. Synergist has a mobile app for iOS and Android that lets team members log time and submit expenses on the go. They can also upload digital receipts directly from the app.
Yes. Every timesheet entry in Synergist is logged against a specific job and charge code. As time is recorded, the project budget and margin update in real time, so project managers and finance always have a live picture of where each job stands.
Yes. Synergist tracks actual time against estimates and budgets, with traffic-light dashboards and email alerts that flag when a job is approaching or exceeding its budget. You can also monitor client investment across all their jobs to see whether you're consistently over or underservicing specific accounts.
Yes. Synergist integrates with accounting systems including Xero and Sage, so approved expenses can flow through to your finance system without manual re-entry.
Have more questions? Drop us an email enquires@synergist.co.uk
Essentially, agencies sell people’s time. So, the more hours you sell, the more revenue you make. And this is where you need to know more about your team’s utilisation rates.
