Track Finances

See your Practice's Finances Like Never Before

From real-time dashboards to detailed project financials, Total Synergy gives you the project financial management software to monitor project profitability, manage expenses, and make smarter decisions for your A&E firm.

Clearer Financial Insights Across Every Level of Your Practice

Keeping your business profitable shouldn’t be a guessing game. With Total Synergy, you get real-time financial information and KPIs covering profitability, project finances, and office expenses, all in one view.
people in a conference room reviewing data

Enhance Your Experience with Synergy Add-Ons

Discover additional features that expand Total Synergy’s capabilities for architecture and engineering firms.

See the Big Picture While Tracking Every Financial Detail

Experience comprehensive project management tools that adapt to your practice’s unique needs.

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Finance Dashboards Built for A&E Practices

Get a clear picture of your business’s financial health and financial performance with Power BI dashboards tailored for architects and engineers. Track profitability trends and KPIs, monitor WIP, and dive into project reports to see exactly how your business is performing.

Detailed Project Finances in a Snap

See the full financial story of every project in seconds. From stage-level and milestone breakdowns of revenue and costs to tracking bills, purchase orders, and office expenses, Total Synergy keeps everything organised in one connected system instead of scattered spreadsheets. With all the details in one place, staying on top of your project finances has never been easier.
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Connected Finances, No Double Entry​

Eliminate duplicate work with seamless integration to your general ledger. Sync invoices, expenses, and purchase orders directly to accounting software such as Quickbooks, Xero and MYOB. Total Synergy ensures your financials are accurate, streamlined, and always up to date.

Role-Based Access Control

Keep sensitive financial information secure and accessible only to the right people. With role-based access, you can assign permissions to control who views or edits data, ensuring your team has access to what they need.

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Powering Success for Architecture & Engineering Firms Worldwide

2x

Double invoicing capacity

75%

Time saved on invoicing

30hrs

Saved on projects per week

18k+

Global A&E users

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Talk to our A&E Project Experts Today

Our experienced team is here to guide you through how Total Synergy can transform your project management approach.

 

Take the first step toward transforming your practice. In just one demo, our team will show you how Total Synergy simplifies project management, project finances, and project analytics for over 18,000 A&E professionals.

“Total Synergy was the tool that actually spoke our language.”

OLIVIA HAMILTON, OFFICE MANAGER

LAB-WORKS ARCHITECTURE

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Get the Clearest Path to Project Success with Total Synergy

From project management to financial clarity, explore the tools and insights that empower A&E firms to operate seamlessly and profitably.

Frequently Asked Questions About Financial Management Software

What does project financial tracking involve for architecture and engineering firms?

Project financial tracking means monitoring budgets, actual costs, WIP, and profitability at the project level in real time, rather than waiting for a monthly report to find out how a project performed. It sits at the centre of project financial management, alongside project accounting practices such as job costing, billing, and general ledger reconciliation. For architecture firms and A&E firms more broadly, this financial information needs to live alongside project management, not in spreadsheets or a separate finance system nobody checks day to day.

Total Synergy tracks costs, time, and revenue against every project as they happen, and time tracking, timesheets, and billable hours feed directly into the same dashboards used for financial reporting, so the hours your team logs and the revenue those hours generate are never disconnected. This means practice leaders and project managers are working from the same live financial performance data and KPIs, rather than last month’s numbers, which makes it much easier to catch a budget overrun while there’s still time to act.

When financial tracking lives in spreadsheets disconnected from day-to-day project delivery, problems like budget overruns or scope creep often aren’t visible until invoicing or month-end reporting. By then, cash flow has already taken the hit and the cost is locked in. Total Synergy closes that gap by keeping financial data connected to the project as it’s delivered, so cash flow forecasts reflect what’s actually happening on site and at your desks, not what a spreadsheet said three weeks ago.

Yes. Total Synergy breaks financial performance down by project, phase, milestone, and discipline, so you can see exactly where a project is making money and where it isn’t, even across complex, multi-phase projects that run for months or years, from early design through construction administration. This level of detail supports better project planning and gives you the evidence for an informed conversation about scope or fee before project profitability quietly disappears.

When financial data is current and accessible, practice leaders can make decisions based on how the firm is actually performing right now, rather than an educated guess. Total Synergy’s financial tracking feeds directly into firm-wide dashboards alongside resource allocation and capacity planning data, so decisions about staffing, pricing, or pursuing new work are grounded in real financial information, not a hunch. It’s the difference between financial management software that simply reports on projects and one that helps you actually manage projects, connecting the numbers to the CRM data on where new work is coming from in the first place.

Time and expense tracking is most useful when it flows straight into billing. In Total Synergy, timesheets let your team track time and log expenses against a project, feeding directly into invoicing, so there’s no manual re-entry between logging hours and getting paid for them. That same data powers financial reporting in real time, giving practice leaders an accurate read on utilisation rate and billable hours without waiting for someone to reconcile spreadsheets at month end.

Yes. Total Synergy connects to accounting software including QuickBooks, Xero, and MYOB, so invoices, expenses, and purchase orders sync straight through to your general ledger. There’s no double entry between your project accounting and your accounting software, which keeps financial reporting accurate and saves your finance team from reconciling two systems by hand.

Point solutions such as BQE Core and Deltek Ajera each cover part of the picture, usually time tracking, billing, or accounting on their own. Total Synergy brings project planning, resource allocation, and project financial management into a single connected platform built specifically for A&E firms, rather than asking your team to jump between systems or reconcile numbers manually. That’s what makes it possible to manage projects and their finances as one continuous process, not two separate jobs.

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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.

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Manage Engineering Projects with Precision and Clarity

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Run a Smarter Practice with Less Stress

Finance Leader

Take Charge of Your Firm’s Financial Future with Confidence

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Lead Projects Without the Stress

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Simplify Your Operations for Unmatched Efficiency

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