Business and project management software enabling businesses to effectively manage their operational business performance and individual jobs to profitability.
Rated
4.9
out of 5Reviewed by
11
Xero usersListed for
10 years
September 2014Key functions
Invoicing and jobs
Time trackingOverview
Synergy is a unique cloud-based business and project management software enabling businesses to effectively manage their operational business performance and individual jobs to profitability.
Replace manual spreadsheets with a single platform for project management, accounting and collaboration.
Efficiency. Control. Profitability.
Synergy + Xero
The Xero add-on for Synergy removes the need for double entry of financial and accounting information. It allows seamless synchronisation of financial data like invoices and contacts to and from Xero — accountants and bookkeepers are happy, and project managers and business owners know where they stand on their projects' financial progress and profitability.
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Tamika Collins
Posted 26 Nov 2018
Anyone out there with a current review for Synergy as a Project Management / Workflow management program as well as it's integration with Xero?
We are currently using Workflowmax which is proving not to be so great at the Workflow side of things - very manual and tedious, difficult to manage a high volume of projects.
Thanks
One person found this review helpful.
DC
Daniel Calder
Posted 7 Mar 2018
We have been using the Synergy new website since October 2017.
Our accountant had moved to Xero and recommended it. That was one of the reasons to work with Synergy, because of its connection to Xero
The Xero add-on for Synergy definitely makes it easier for our bookkeeper. When we do the invoices, we can send them straight to Xero, our bookkeeper will process payments in Xero and we import them back in, it's a great feature.
Synergy allows you to set up invoice templates how you normally would in your architecture practice. I initially tried to create the invoice templates in Xero and soon realized I needed Synergy to help me achieve the information and layout I was after.
Synergy has much more flexibility and information input options. Client names, addresses, project stages etc are all populated automatically to the invoice from the Synergy Project Details & Work Breakdown Area. So data entry time is significantly reduced.
I would highly recommend Synergy to any architectural practice using Xero.
https://www.totalsynergy.com/blog/post/synergy/2018/03/02/technology-solves-architecture-practice-challenges-for-bespoke-architects (https://www.totalsynergy.com/blog/post/synergy/2018/03/02/technology-solves-architecture-practice-challenges-for-bespoke-architects)
2 people found this review helpful.

AK Caust
Posted 18 Jan 2018
Just wondering if anyone can post an updated review regarding this integration as we are talking to a client about Total Synergy and would like to know if people are happy with it?
Thanks and cheers
Additional info
Functions
Invoicing and jobsTime trackingIndustries
Professional servicesConstruction and tradesApp details
By Total Synergy
Added in 2014Countries
Australia, Canada, Global, Ireland, New Zealand, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
Contact supportsupport@totalsynergy.comFollow
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