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If it matters next FY,
budget for it now.

With the end of the financial year around the corner, now’s the time to prepare for budget season.

We’re supporting A&E firms with helpful tools, checklists, and templates, plus 50% off onboarding if you sign up before April 30.

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EOFY Tools & Resources

Project Management Software Buyer’s Guide
Project Management Software Evaluation Scorecard
EOFY Blog

Preparing for End of Financial Year

EOFY isn’t just about closing the books, it’s about setting the firm up for the financial year ahead.

In FY26, we see architecture and engineering firms having similar priorities:

  • How clearly you can see project performance.
  • How accurately you can forecast workload.
  • How quickly leadership can act when things shift.

If improving visibility, control, and profitability is on your FY26 agenda, this is the moment to plan for it.

EOFY Checklist

Use this checklist to close the year cleanly, reduce wasted resources, and start the next financial year with clearer visibility and stronger margins. 

Software & Subscriptions

Project & Financial Review

Clients, Contracts & Risk

Team & Capacity Planning

Planning for the Year Ahead

Project Management Software Buyer's Guide

Successful projects rely on successful systems. The right project management software helps projects run smoothly, keeps teams aligned, and gives you more time to focus on the business. The wrong one adds extra admin, costs, and frustration. With so many options on the market, it’s easy to get lost comparing features, pricing models, and promises.

 

Think of this guide as your map to a clearer buying process. We’ll explore what architects and engineers need to think about before buying, from clarifying the real cost to defining essential features, plus the questions to ask vendors along the way.

Project Management Software Evaluation Scorecard

Download our free vendor evaluation scorecard to compare options side by side. Use it to track notes, grade vendors on your requirements, and find the best fit for your firm.

What Our Customers are Saying

Smarter Resourcing & Real-Time Visibility

With 50 staff and over 100 projects on the go, JBT Architects needed a better way to manage time and resources.

Marc Barron, Director at JBT Architects, shares how Total Synergy helps his team see who’s working on what, balance workloads, and keep every project moving efficiently, all from one central platform.

Total Synergy is a No-Brainer

Total Synergy made it easier for Forcefield Services to manage projects, track time, and invoice accurately, without extra admin.

Managing Director David Eddleston explains how he’s selling more billable time and running a tighter, more efficient operation with Total Synergy.

Total Synergy Logo
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

Resources

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Customer Stories

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