Synergist lets you estimate third-party costs, raise purchase orders, manage supplier tenders, and control mark-ups, all stored against the job for complete visibility. Approval workflows and spending limits make sure nothing is committed without sign-off.
The Sports Consultancy, a 50+ person sports consultancy, uses Synergist to manage all POs and supplier invoices in one place, giving their finance team real-time cost visibility.
We do all our POs and supplier invoices through Synergist, so everything is in one place. Having everything in one place has also been transformational. As a business, we wish we'd turned to it years ago.
Synergist matches supplier invoices against purchase orders and feeds costs straight into your project profitability reports. You can see actual costs vs quoted and invoiced at any time, with accrual reporting for purchases billed to clients but not yet invoiced by suppliers.
Synergist tracks expected purchase dates and payment terms alongside your project billing schedule, so you can forecast when supplier costs will land and when you'll recover them from clients. This gives finance teams a clear view of upcoming cash commitments across the business.
Spreadsheets can list your supplier costs. Accounting software can process invoices. But neither connects purchases to the job they belong to in real time. You end up manually reconciling costs, missing mark-ups, and only finding out a job has gone over budget after the invoice lands.
In Synergist, every purchase order is raised against a job. When a supplier invoice comes in, it's matched to the PO and the project budget updates automatically. Mark-ups, accruals, and cost recovery are all tracked in one place, so finance and project teams are looking at the same numbers.
Yes. Every purchase order in Synergist is tied to a job, so third-party costs are tracked against the correct project. When supplier invoices come in, they're matched to the PO and feed directly into the job's profitability report.
Yes. Synergist lets you convert freelancer timesheets into purchase orders and allocate their time across one or multiple jobs. Freelancer costs appear alongside other third-party costs in your project budget, so you have full visibility of all external spend.
Yes. Synergist lets you define mark-ups at supplier or client level, and adjust the charge-out price on individual purchases. You can also mark purchases as optional or non-chargeable if you want to exclude them from the client quote.
Yes. Synergist integrates with accounting systems, including Sage and Xero, so matched supplier invoices can be posted directly into your finance system without manual re-entry.
Have more questions? Drop us an email enquires@synergist.co.uk
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