Synergy Consulting Group

When Synergy modernized their technology stack, leveraging UKG for payroll, they recognized the need to replace their legacy accounting system, Sage 50 Accounting (formerly Peachtree), which no longer supported their operational and reporting needs. It lacked flexibility, real-time visibility, and advanced reporting capabilities required by both leadership and key clients. Plus, its limited integration capabilities left payroll and accounting disconnected, which was unsustainable for a growing staffing organization where accurate time capture, billing, and revenue recognition are essential.

In addition, Synergy’s Accounts Receivable and Accounts Payable processes were highly manual and time-consuming, relying heavily on spreadsheets and manual data entry, which not only increased the risk of invoicing errors but also delayed billing cycles.

NetSuite provided Synergy with a modern, user-friendly ERP platform that could integrate seamlessly with Synergy’s existing payroll system, UKG. Unlike their legacy accounting software, NetSuite offered the flexibility to be customized for project-level timesheets and customer-specific billing – a critical requirement for a staffing organization. Its cloud-based architecture and real-time reporting capabilities also meant they could improve visibility, accuracy, and scalability across financial operations.

They chose to partner with Vursor to implement NetSuite because of their deep understanding of the recruitment and staffing industry and a proven track record working with firms in this space.

Vursor was quick to understand Synergy’s workflows and reporting requirements and brought hands-on expertise across processes critical to staffing operations, including payroll and timesheet integrations, project-level accounting, and client-specific billing. Drawing on their experience, they guided Synergy through a full NetSuite implementation and beyond, rebuilding Accounts Receivable, enabling project-level time tracking, and enhancing custom reporting for commissions and financial visibility.

• Smooth, timely implementation: Vursor’s practical, collaborative approach ensured the NetSuite implementation was completed ahead of schedule, delivering a solution tailored to Synergy’s business.
• Rebuilt and automated Accounts Receivable: AR processes were redesigned to support customer-specific invoicing, with custom UKG timesheet imports linking employee hours to the correct projects. This improved accuracy, reduced manual errors, and cut invoicing time from four days to approximately 2.5 hours, with full automation now in progress to further streamline billing.
• Real-time commission tracking: Recruiter commission reporting is now accurate and accessible in real time. NetSuite dashboards replaced multiple Excel reports, giving leadership and recruiters immediate insight into daily commission data and enabling informed decision-making.
• Expanded departmental insights: NetSuite usage now extends beyond finance to recruiting and sales teams, providing live operational and financial visibility. Dashboards track project hours, revenue, project-level targets, and missed opportunities, eliminating reliance on spreadsheets and supporting accurate forecasting and planning.

“One of the best things about Vursor is their communication. They were always available to answer questions, guide us through processes, and provide constructive advice when needed. They were personable and attentive to our needs, ensuring the implementation went smoothly and was fully tailored to our business.”

–  Angela Bates, Senior Accountant / NetSuite Project Lead