Integrations

Plugged into the tools your firm already runs

Synthelio sits between your CRM, Jira, accounting and Slack, so a won deal becomes a staffed project, tracked hours become invoices, and nobody re-keys a single number.

HubSpot
Salesforce
Pipedrive
Dynamics 365
QuickBooks
Jira

Slack

Synthelio

MCP server

New

CRM

Won deal to staffed project, one click

Connect the CRM you already sell from. Deals, values, currencies and probabilities flow into Synthelio's pipeline, and the moment a deal closes, it becomes a project with a budget, a rate card, and open resource demands.

HubSpot

HubSpot

Two-way deal sync from your HubSpot pipelines, with stage mapping you control.

Salesforce

Salesforce

Opportunities sync with amount, close date and probability, per currency, per entity.

Pipedrive

Pipedrive

Pipelines and deal values land in Synthelio the moment they change in Pipedrive.

Dynamics 365

Dynamics 365

Sales opportunities from Dynamics flow straight into pipeline and demand planning.

Pipeline to delivery

Staff deals before they close

Every synced deal is visible next to your bench. Log resource demands against a deal at 60% probability, soft-book the people you'll need, and convert the whole thing, budget, dates, team, into a live project the day it's won. The gap between closing and staffing becomes days, not weeks.

Deal value & probability

Multi-currency amounts

Linked resource demands

One-click deal → project

Synthelio CRM pipeline

Project management

Make timesheets the easiest part of the week

Your engineers already log work in Jira. Synthelio pulls those worklogs into timesheets automatically, maps them to the right engagement, and routes them for approval. Approved hours bill at SoW rates, cost runs at internal rates, so margin is live without anyone filling in a second timesheet.

Automatic worklog import

Project & epic mapping

Approval workflow

SoW rates applied on approval

Jira

Works with Jira Cloud. Per-project sync, so internal boards stay internal.

Synthelio time tracking

Accounting

Approved hours become invoices, and land in QuickBooks

Synthelio drafts invoices from approved hours and fixed-price milestones, carrying SoW and PO references and the right currency. Push them to QuickBooks in one step, and payment status flows back, so the dashboard shows what's actually paid, not what was sent.

Draft invoices from approved hours

SoW & PO references attached

Multi-currency billing

Payment status synced back

QuickBooks

QuickBooks Online. Xero and other ledgers are on the roadmap.

Synthelio contracts and invoicing

Communicators

Nudges where people already are

Timesheet reminders, resource request approvals and margin alerts go to Slack, with the decision built into the message. Approvers approve from the thread; the audit trail still lands in Synthelio.

Missing timesheet reminders

Approve requests in-thread

Margin & budget alerts

Invoice paid notifications

Slack

Works with Slack. Microsoft Teams is on the roadmap.

anchor-slack-stack

Synthelio

Synthelio

9:02 AM

Resource request: Anna K.Datumo, data platform, 80% Hard Booked, Aug 3 – Oct 30.

Approve

Decline

Open in Synthelio

Synthelio

Synthelio

9:40 AM

Margin alert: Kempuri, fixed-price rollout dropped below 25% LE margin this week.

View financials

Synthelio

Synthelio

Fri 4:00 PM

3 people haven't submitted timesheets for this week. Reminders sent.

Synthelio MCP server

Your delivery data, readable by your AI

Synthelio ships its own MCP server. Connect Claude, or any MCP-compatible client, and ask about margin, bench and pipeline in plain language. Answers come from live data, not last month's export.

Permissions carry over. The server answers with exactly what that user could see in Synthelio, nothing more.
Read-only by default. Write actions like logging time or drafting an invoice are opt-in, per workspace.
Works with your client. Claude, Cursor, and anything else that speaks MCP, one URL, OAuth sign-in.

anchor-mcp-term

Claude · connected to Synthelio MCP

Which projects are below 30% margin this month, and why?

Two of your 14 active projects are below 30% LE margin in July:

Kempuri, fixed-price rollout · 21.4%, 118 unplanned hours logged against a fixed budget.
DeepBI, analytics platform · 27.9%, two contractors billing above the SoW rate card.

projects.margin

timesheets.summary

contracts.rates

Who's on the bench next month with Python skills?

4 people are under 30% booked in August with Python as a primary or secondary skill, the closest match is Marta W. (Senior, free from Aug 10).

resources.bench

skills.search

One platform, connected end to end

Leave the spreadsheets behind, from won deal to paid invoice, in one place.

Early accessSee how it works
FAQ

Integrations, answered

Answers to the questions firms ask most about how Synthelio fits their industry.

Still got questions?

Visit our support page or contact our support team.

Contact us
Which industries does Synthelio serve?

Synthelio is built for firms that bill for people's time: IT solutions and consulting companies, consulting firms, digital agencies, accounting firms, and law firms. If your business staffs skilled people onto client work, it fits.

Is Synthelio only for IT companies?

No. IT services is where Synthelio started, so the fit is deepest there, but resourcing, utilization, time tracking, and margin work the same way for any professional services model.

Does it work for retainer-based businesses?

Yes. Retainers, T&M, fixed price, and internal work run side by side, so agencies and firms mixing recurring and project work see capacity and margin in one view.

Can billing models differ per industry?

Yes. Each project carries its own billing type and rates, so a firm can run hourly matters, milestone-based projects, and retainers at the same time without workarounds.

How do we get started?

Synthelio is in founding-cohort access. Request early access or book a demo, and the team maps the platform to how your firm staffs, tracks, and bills work today.