Synergist acts as a single source of truth for our agency, bringing everything together in one place which makes managing projects much clearer. The scheduling feature with requisitions is really helpful for resourcing and briefing, it allows us to plan work accurately and keeps everyone on the same page. There’s a broad range of functionality, so there’s lots of potential to tailor it to your specific needs, which is great. The support staff are brilliant and always there to help with any queries and any suggestions we make to help improve the system are added to the next update. Review collected by and hosted on G2.com.

The biggest challenge is the initial learning curve, it can take a bit of time to get fully comfortable with all the features. Some users find certain processes a bit manual, and there’s definitely room for better integration with other tools we use. Review collected by and hosted on G2.com.

Once fully understood, Synergist is an effective tool for providing utilisation data for both clients and consultants. We are excited that, once the system is fully implemented, it will enable us to use a range of tracking tools while removing the need for spreadsheets. Review collected by and hosted on G2.com.

On initial use, the system can feel complex, and dedicated training is essential to ensure it is used to its full potential and aligned with our business needs. Review collected by and hosted on G2.com.

Synergist: A Powerful Solution for Agencies Integrating Seamlessly with Xero

If you're running an agency and need robust, real-time insights into your financials, project health, and profitability, this software delivers exactly that—and more. Seamlessly integrating with Xero, it eliminates the headaches of duplicate data entry, sync errors, and disconnected workflows. The integration is not only smooth but incredibly reliable, making it easy for finance teams to maintain accurate records and up-to-date books.

Job Profitability Tracking: A Major Strength

One of the standout features is its comprehensive job profitability tools. Agencies often struggle to get clear visibility into which projects are making or losing money, especially when juggling multiple clients and timelines. This software excels in breaking down cost vs. revenue per project, tracking time and expenses accurately, and presenting the data in digestible formats. It gives project managers and agency owners real control and foresight over margins—something every service-based business needs.

Revenue Recognition Done Right

Another area where Synergist shines is revenue recognition. Many platforms oversimplify or ignore this critical need, but this Synergist handles it with clarity and compliance. Whether you’re operating on fixed-fee, milestone-based, or time-and-material contracts, it lets you recognise revenue appropriately—giving you accurate financial reports without having to build complex spreadsheets or rely on manual processes.

Dashboard and Reporting: At-a-Glance Clarity

The dashboard deserves special mention. Designed with agencies in mind, it provides a holistic view of your operations—revenue trends,, project performance, staff utilization, and more. It’s not just visually intuitive, it’s actionable. You don’t need to be a data analyst to glean insights from it, but if you are, the depth of reporting will still impress.

Final Verdict

Synergist is a game-changer for agencies looking to level up their financial management and operational oversight. With deep Xero integration, excellent job profitability tracking, smart revenue recognition, and a powerful dashboard, it's a must-have for any growing service business. Whether you're a small boutique agency or scaling rapidly, this platform grows with you and helps keep every pound—and every hour—accounted for.

Rating: ★★★★★ (5/5) Review collected by and hosted on G2.com.

It would be great to have a facility that clients could log into to see the status of a job. Review collected by and hosted on G2.com.

The ease at which you can get meaning information that helps you make informative business decisions. Review collected by and hosted on G2.com.

The shear amount of differing feature can lead to a very admin heavy process. its easy to get over excited about the possible reporting capabilities and create a process that is long and cumbersome for the user. Review collected by and hosted on G2.com.

It is relatively easy to use, the training and support videos are excellent and they constantly look to improve the system with regular enhancements and updates. It is an excellent project management tool and integrates well with our accounts package. There are lots of different parts within synergist from sales nurturing through to project management, cost management and billing all of which allow you to capture important data. We use it every day in our business and the customer support is excellent. Review collected by and hosted on G2.com.

It can be a bit tricky to learn at first but once you have mastered the basics of how it is structured it becomes more logical in terms of navigation. Review collected by and hosted on G2.com.

We've been using Synergist for over 6 years and it is one of our most important internal tools we use which gives us in depth information about our financials, resourcing and project costs. The system is intuitive and easy to use and navigate and has a number of different function areas. The best feature is the reporting tool which allows you to report across any of the areas in custom reports that you can easily put together. Review collected by and hosted on G2.com.

There isn't anything I dislike about Synergist, the support team resolve any issues very quickly and bug fix updates are pushed out frequently so the system is always being kept up to date. Review collected by and hosted on G2.com.

Ties project management and finances together for ease Review collected by and hosted on G2.com.

Not super customisable, some data connection can be hard to understand and update Review collected by and hosted on G2.com.

The team at Synergist are so easy to work with, and super helpful. They make the system work for you, and if the feature isn't currently available, 9 times out of 10 they will add it to the next upgrade.

The ability to track our forecast from live jobs to new opportunities and anything in between is super helpful for our agency. Review collected by and hosted on G2.com.

To the people in the team who only use certain aspects, it can be a little overcomplicated to work your way around Synergist at times. However, it is constantly been developed with new features always being added so I am sure this is something that will get worked on! Review collected by and hosted on G2.com.

The customer support is excellent. Very responsive and keen to help.

In addition The Agency Works who implement the software provide regular training webinars and insights that really help you get the most out of the software.

Persevere with learning how to use the software and you'll be glad you did as it can provide all the reporting you'll ever need. Review collected by and hosted on G2.com.

Synergist takes a bit of getting used to - there's so much going on that it can do, it can seem quite overwhelming when you're new to it. Bear with it though, go on the webinars, speak to support and you'll get there. Review collected by and hosted on G2.com.

Synergist is great for everything involved in a project, from start to finish it is a great tool to quote for projects, set-up jobs and then monitoring ongoing work, creating tasks and tracking project management. All the way through to review, invoicing and evaluating the status of your project. Review collected by and hosted on G2.com.

Sometimes it can be hard to find what you need in Synergist. Review collected by and hosted on G2.com.