Job & Project Costing
Track all project costs including staff and freelance time, purchases and expenses using a browser or mobile app.
Billing of Jobs & Projects
Synergist makes it easy to see what can be billed at any time, ensuring you generate maximum income for the minimum effort.
Project Estimating & Quoting
Quickly generate project estimates from scratch, template or any existing project in Synergist. Build on what actually happened in previous projects to improve accuracy and send as beautiful PDF's at the click of a button.
Time Sheets & Expenses
Brower or App-based time and expense recording, fully integrated with your project management and staff scheduling and Sage Cloud Accounting. Ensuring no need for data re-entry so scheduled work appears as pre-populated timesheet entries and all costs reflect live in the project management and overall business forecasting and reporting.
Staff Scheduling
Quickly visualise all upcoming work and allocate to your team using Synergist's drag and drop scheduling. Everyone shares one view of loading, with no re-entry of information. Fully integrated with estimating, project management, timesheets and profitability forecasts.
Kanban Project Management
With hundreds of live jobs task management can get complex. Synergist's Kanban tool gives every user their own filtered view of task progression. With the ability to attach all relevant files this ensures your team can pick up the next task and be immediately productive.
Project & Business Dashboards
From one project or for the whole business, gain instant visibility of the key information that matters to you. This allows you to intervene early to correct issues and keep the business on target to success.
Project and Business reporting
Managing many projects simultaneously can lead to complex reporting challenges. Synergist brings a structured approach and all standard reports needed at the touch of a button from staff utilisation, profitability, WIP to revenue recognition and capacity forecasting.
Similar Apps
BillBjorn
Lightning fast automated data entry into Sage Accounting
BillBjorn
Capsule
Capsule is the smart and simple online CRM used by thousands of businesses and sales teams worldwide. Capsule CRM gives you the big picture about your customers and contacts so you can better help them and make the most of your sales pipeline to grow your business.
Capsule
Clarity
Clarity helps Sage accountants, bookkeepers & advisors to introduce and/or scale business advisory services using your client's Sage Accounting data. Clarity is a systemised business strategy & goal setting tool that enables business owners to understand and improve their numbers and create a clear strategic plan to build their ideal business.
Clarity
Credit Hound
Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks. PayThem
Credit Hound
HireHop Equipment Rental Software
Affordable & powerful equipment rental software for your hire company. Manage inventory, jobs and clients with the world's best Rental Business Software.
HireHop Equipment Rental Software
Joiin
Consolidated financial reporting made easy - manage your multi-entity and multi-currency group consolidations with Joiin. Create great looking custom reports and management reporting packs from your Sage financial data. ADDITIONAL KEYWORDS: Syft Analytics
Joiin
Paperless Software
PaperLess: Invoice Automation for Sage 50, Sage 200, and Sage Intacct If you're still manually keying invoices into Sage, PaperLess can change that. It's built specifically for Sage 50, Sage 200, and Sage Intacct users who are tired of data entry mistakes and slow invoice turnaround times. Automated Invoice Processing and Data Capture The OCR technology reads invoices automatically and pulls out the data you need. PaperLess handles emailed invoices, matches them against purchase orders, and processes everything digitally without anyone touching a keyboard. Smart Invoice Approval Workflows You decide the rules—maybe invoices over £500 need manager sign-off, or certain suppliers always go to the procurement team. Once you've set it up, invoices go straight to the right person. Approvers can action them from their phone during the commute or from their laptop at home. Everything's logged, so you know exactly who's approved what. Stuck invoices are easy to spot, and if your usual approver's on annual leave, you can reassign their queue in moments. Managing Purchase Orders and Requisitions Staff can raise purchase requests without filling in forms or sending emails. Managers see requests come through, approve what makes sense, and reject what doesn't. Your finance team watches the whole process and keeps control of company spending. Receipt and Expense Management Your team takes a photo of a receipt, and that's basically it. PaperLess reads the details and sends it through for sign-off. Same goes for mileage and other expense claims—staff submit them quickly, managers approve them, and finance can see everything that's happening. Why Sage Users Pick PaperLess You're getting invoice processing, purchase orders, receipts, and expenses all sorted in one system. Most teams see fewer mistakes, invoices getting processed quicker, and better grip on their finances. Works just as well if you're running a small operation on Sage 50 or handling complex accounting in Sage Intacct.
Paperless Software
Simple-Simon
Simple-Simon's smart work order app makes it possible to digitize work orders/job sheets and get rid of the paper hassle. Register your work on the spot via smartphone and tablet and keep track of all work orders via the office module. Save time, money and increase your quality.
Simple-Simon
Swoop Funding for Advisors
As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt, equity and grants, identify and easily make savings, making you indispensable to your clients.
Swoop Funding for Advisors
X3CloudDocs
Automate the Accounts Payable invoice process with X3CloudDocs. Designed specifically for Sage X3 by expert Sage X3 developers.
