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)

I love the dashboard and invoicing features. We have been with Synergist for 15 years; the real benefit is that they listen to clients and evolve the platform to reflect the changing requirements of the industry.

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.