Total Synergy review
A broad project-finance platform for firms that need billing, forecasting, and visibility.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Total Synergy is a web-based project-management and project-accounting platform for architecture, engineering, and construction design practices. It brings together project timesheets, timers, expenses, rates, budgets, stages, tasks, templates, purchase orders, invoicing, payments, credit notes, profitability reporting, revenue forecasting, document management, and role-based access control. It is suited to project firms that want financial and operational information in one system, particularly where project margins and billing need regular oversight.
The Business edition covers core project accounting and management, including timesheets, expenses, work in progress, invoices, financial reports, customisable reports, revenue forecasting, budgets, project templates, project-specific rates, and purchase orders. Enterprise includes those capabilities and adds resource planning, a custom security matrix, multi-office and multi-currency support, plus project performance and analytics dashboards. According to the vendor’s pricing approach, prospects contact the Customer Success Team for prices, so evaluating fit requires a direct sales conversation rather than comparing published plan amounts.
Its ecosystem is a practical strength for firms with established finance and collaboration tools. Integrations include Xero, Sage 50cloud, QuickBooks Online, MYOB AccountRight Live, Wiise, Microsoft Teams, Microsoft SharePoint, Mail Manager, 12d Synergy, Microsoft Dynamics 365 Business Central, Zapier, and Power BI. A REST API supports broader connectivity. Firms should choose Total Synergy when project accounting, forecasting, billing, and management visibility are priorities across professional-services work. It is less suitable for buyers seeking a clearly documented native general ledger or resource planning within the entry edition; those needs may point toward an alternative with those capabilities at its core.
Total Synergy pros and cons
- Where it wins
- Combines timesheets, expenses, budgets, invoicing, payments, and profitability
- Enterprise adds resource planning, multi-office, and multi-currency support
- Connects with Xero, QuickBooks Online, Power BI, and other business tools
- Where it doesn't
- Pricing requires contact with the Customer Success Team
- Resource planning is available only in the Enterprise edition
- General-ledger functions rely on integrations with external accounting software
Total Synergy fact sheet, pricing and score →
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