Finance Leader

Take Charge of Your Firm’s Financial Future

Track budgets, timesheets, and cash flow in one place, making it easier to make confident decisions without the admin headaches.

Before Total Synergy

With Total Synergy

Chasing Numbers, Missing the Big Picture

  • Cash Flow Confusion: When timesheets are late, and invoices are scattered, keeping track of cash flow feels impossible.
  • Messy Reporting: Pulling financial reports feels like solving a puzzle, with data stuck in spreadsheets and disconnected systems.
  • Inconsistent Billing: Complex billing structures tied to project phases leave too much room for mistakes.
  • Time-Consuming Processes: Tracking costs manually and chasing missing info eats up valuable time.

Clarity in Every Dollar, Confidence in Every Decision

  • Clear Cash Flow: Get a real-time view of incoming payments, outgoing costs, and cash flow across all projects.
  • Fast, Accurate Reporting: Generate reports in minutes, not hours, and get the insights you need to make smarter calls.
  • Streamlined Billing: Easily manage invoices tied directly to project stages, with support for complex structures like milestones and credit notes.
  • Confident Decisions: Use live project data to track profitability and make adjustments before issues arise.

Tailored Financial Solutions for Architecture and Engineering Firms.

Accurate Cost Tracking

Track project expenses, labor costs, and revenue in real time to ensure profitability. Monitor budgets, compare actuals to estimates, and keep an eye on expenses as they happen, eliminating surprises.

Automated Invoicing

Generate invoices tied to project milestones with no manual entry. Automate invoicing for accurate, timely payments.

Cash Flow Dashboards

View real-time cash flow with dashboards tailored for finance leaders. Track incoming and outgoing cash across projects to plan confidently.

Financial Reports That You’ll Use

Create profit, loss, and WIP reports instantly, no need for spreadsheets. Generate actionable insights to guide decisions and track performance in real time.

Key Financial Challenges Faced by A&E Finance Leaders.

Total Synergy centralizes all your project data, automating payroll, invoicing, and cash flow tracking. With everything in one place, you’ll spend less time on admin and more time making smarter financial decisions.

Keeping Cash Flow Predictable

Late timesheets and manual invoicing can throw off your cash flow, making it tough to plan ahead.

How We Help: Total Synergy automates invoicing and connects it to project stages, giving you a clear picture of what’s owed and when to expect it.

Produce Reports That Matter

When data is scattered, building a financial report can take hours—and you still feel like something’s missing.

How We Help: Total Synergy pulls all your data together, letting you create accurate reports in minutes, so you can focus on strategy.

Track Costs Without The Chaos

Spreadsheets make it hard to see where your money’s going until it’s too late to fix it.

How We Help: Total Synergy tracks every cost in real time, so you can spot problems early and stay on top of your budgets.

Industry Approved.
Globally Trusted

Join the thousands of A&E professional leveraging Total Synergy for the clearest path to project profitability.

Real Results from Real Firms

18,000 A&E Professionals Trust Total Synergy

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Why Total Synergy?

Simplify Product Delivery

Free Your Team to Focus On What They Do Best: Delivering Great Projects

Reduce Project Risk

Reduce Project Risk with Real-Time Financial Insights.

Win the Right Projects

Win Projects That Drive Profit and Avoid the Ones That Don’t.

Receive 24/7 Support

Expert A&E-Focused Support Whenever You Need It.
Solutions

Produce Budgets & Quotes

Make budgeting and quoting easier, more accurate, and less stressful.

Manage Projects

Stay organized, on time, and on budget with tools that drive project profitability and efficiency.

Track Time

Track time effortlessly, stay on budget, and improve billing accuracy at every project phase.

Allocate Resources

Easily see who’s working on what, their availability, and how to best balance workloads.

Process Invoices

Get invoices out faster, reduce delays, and keep cash flowing with clear project finances.

Track Finances

Make budgeting and quoting easier, more accurate, and less stressful.

Decide with Data

Make smarter decisions with real-time dashboards and reports.

Forecast Revenue

Gain crystal-clear visibility into your future revenue, project profitability, and resource needs.

Apply Document Control

Centralize your project information for seamless collaboration, better control, and fewer headaches.

Use Cases

By Practice

Architecture

Deliver Your Best Designs with Project Management Built for Architects

Engineering

Manage Engineering Projects with Precision and Clarity

By Role

Business Owner

Run a Smarter Practice with Less Stress

Finance Leader

Take Charge of Your Firm’s Financial Future with Confidence

Project Manager

Lead Projects Without the Stress

Operations

Simplify Your Operations for Unmatched Efficiency

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