Case Study: Jellybean transforms revenue management with Synergist

Jellybean saves a full day a month on billing with Synergist

Jellybean, an independent food and drink marketing agency, faced a challenge with manual revenue reporting and a lack of real-time financial visibility after their long-serving finance manager retired. They were not fully utilizing their existing system, Synergist, which led to gaps in understanding job costs, margins, and revenue recognition across their three divisions.

By fully implementing Synergist's revenue recognition, purchase order tracking, and departmental revenue analysis features, Jellybean automated its financial processes. The solution provided the account team with real-time, trustworthy data, saving significant time on billing and month-end reporting. The results included faster billing, a cultural shift towards greater accountability, and transformational reporting that allows the agency to use its data to drive the business forward confidently.

Jellybean