Synthesis
Track finances, manage projects and contacts, automate processes, create reports, access data from anywhere.
What is Synthesis?
Synthesis is an all-in-one business management tool that combines financial tracking, project management, contact organisation, and process automation in a single platform. It's designed for small teams and freelancers who want to reduce the number of separate tools they use and keep their business data in one place. The tool lets you track income and expenses, manage projects with team collaboration, store and segment contacts, set up automated workflows, and generate reports from your data. You can access everything from a web browser or mobile device, making it useful for people who work across multiple locations.
Key Features
Financial tracking
record and categorise transactions, track income and expenses, and monitor cash flow
Project management
create projects, assign tasks, set deadlines, and collaborate with team members
Contact management
store client and contact information, segment contacts, and maintain relationship history
Process automation
build automated workflows to reduce manual tasks and repetitive work
Reporting
generate financial and business reports from your data to analyse performance
Multi-device access
view and manage everything from web, desktop, or mobile platforms
Pros & Cons
Advantages
- Single platform reduces tool sprawl and the need to switch between applications
- Freemium model lets you test core functionality without paying upfront
- Suitable for small teams and solo operators looking for an integrated solution
- Cloud-based access means you can work from anywhere with an internet connection
Limitations
- Integration capabilities with other popular tools are not clearly documented, which may limit workflow flexibility
- As an all-in-one platform, it may lack the specialisation or depth of dedicated tools in any single category
- Free tier likely has restrictions on features, storage, or user limits that aren't specified in available information
Use Cases
Freelancers managing client projects, invoicing, and contact records in one place
Small business owners tracking finances and automating routine administrative tasks
Teams coordinating projects whilst maintaining shared contact and financial records
Consultants generating regular reports for clients from centralised project and financial data