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Project management integration with Xero

Simple workflow from project costing to accounts

Not only does Synergist give you a great solution for project and agency management, but it fully integrates with to Xero to ensure a smooth workflow through to this popular accounting software.

Synergist project management system for agencies, delivers total project visibility and live business intelligence to run multiple projects simultaneously.

Synergist delivers close integration with Xero. For example, the transfer of sales invoice information from Synergist to Xero is achieved in just a few clicks. Approved purchase invoices are also readily transferred. It also offers a pre-flight test and transaction-level nominal code support.

Synergist and Xero

Synergist and Xero for a complete business solution

  • Transfer of sales invoice information from Synergist to Xero in just a couple of clicks.
  • Transfer of approved purchase invoices from Synergist to Xero.
  • Pre-flight test to ensure all transactions will be accepted by Xero prior to transfer.
  • Transaction-level support for nominal codes as well as two Xero 'tracking codes' e.g. Team and Job Number.

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

Existing Synergist user

If you're an existing Synergist user looking to integrate with Xero accounts, then just search for "Xero" within "Synergist Help" or contact the helpdesk.

Prospective Synergist user

Are you an existing Xero user looking for a comprehensive project management and costing system to run your business? Then please contact us for a demo or further information.

All-in-one agency management software

From new business, costing, project and resource management, through to billing and reporting, Synergist brings together everything you need to manage your agency's projects, people, clients and financials.

See all Synergist features