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Data & Analytics
Syft Analytics
Syft Analytics logo
Data & Analytics

Syft Analytics

Syft Analytics is an AI-powered financial analytics and reporting platform designed primarily for accountants, financial analysts, and business leaders. The tool automates the transformation of raw accounting data into visually rich, interactive financial reports and dashboards. By connecting directly to accounting software like QuickBooks, Xero, and Sage, Syft extracts transactional data and applies AI algorithms to categorize, analyze, and visualize financial performance. It solves the problem of manual, time-consuming financial reporting by providing automated insights into profitability, cash flow, balance sheets, and key performance indicators. The platform is positioned as a bridge between traditional accounting data and modern business intelligence, enabling users to make data-driven decisions faster. It serves small to medium-sized businesses, accounting firms, and financial consultants who need to present financial information in a clear, professional format without extensive manual spreadsheet work. The AI components help identify trends, anomalies, and opportunities that might be missed in traditional reporting.

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📊 At a Glance

Pricing
Paid
Reviews
No reviews
Traffic
≈50,000 visits/month (public web traffic estimate, Q4 2024)
Engagement
0🔥
0👁️
Categories
Data & Analytics
Business Intelligence

Key Features

AI-Powered Financial Categorization

Automatically categorizes transactions from connected accounting software using machine learning algorithms that improve over time with usage. Reduces manual data entry and ensures consistent classification across financial periods.

Interactive Financial Dashboards

Transforms raw financial data into visually engaging, interactive dashboards with drag-and-drop customization. Users can drill down into any metric to see underlying transactions and create custom visualizations without technical skills.

Automated Report Generation

Generates complete financial statements (Profit & Loss, Balance Sheet, Cash Flow) automatically on a scheduled basis. Reports include professional formatting, executive summaries, and trend analysis without manual compilation.

Industry Benchmarking

Compares a company's financial performance against anonymized industry averages and peers. Provides context on whether metrics like gross margin, operating expenses, or inventory turnover are typical for the sector.

White-Label Client Reporting

Allows accounting firms to brand reports with their own logo, color scheme, and contact information. Creates professional client-ready packages that reinforce the firm's brand rather than the software vendor's.

Real-Time Financial Monitoring

Continuously monitors connected accounting data and alerts users to significant changes, anomalies, or threshold breaches via dashboard notifications or email alerts.

Pricing

Starter

$29/month
  • ✓1 company/client connection
  • ✓Basic financial reports (Profit & Loss, Balance Sheet)
  • ✓Standard visualizations and charts
  • ✓PDF export functionality
  • ✓Email support
  • ✓Access to core AI categorization features

Professional

$79/month
  • ✓Up to 5 company/client connections
  • ✓Advanced financial reports and dashboards
  • ✓Custom report templates
  • ✓Benchmarking against industry data
  • ✓Priority email and chat support
  • ✓White-label reporting options
  • ✓Scheduled report deliveries
  • ✓Multi-user access with basic permissions

Enterprise

contact sales
  • ✓Unlimited company/client connections
  • ✓Custom API integrations
  • ✓Dedicated account manager
  • ✓SLA guarantees
  • ✓Advanced security features (SSO, audit logs)
  • ✓Custom data retention policies
  • ✓Training and onboarding services
  • ✓Custom development for specialized reporting needs

Traffic & Awareness

Monthly Visits
≈50,000 visits/month (public web traffic estimate, Q4 2024)
Global Rank
##250,000-300,000 global rank by traffic, Similarweb estimate
Bounce Rate
≈42% (Similarweb estimate, Q4 2024)
Avg. Duration
≈00:03:45 per visit, Similarweb estimate, Q4 2024

Use Cases

1

Accounting Firm Client Reporting

Accounting practices use Syft to automate monthly financial reporting for multiple clients. Instead of manually extracting data from each client's QuickBooks or Xero file and building reports in Excel, accountants connect all client accounts to Syft. The platform automatically generates branded financial packages with consistent formatting across all clients, saving hours per client each month. This allows firms to provide higher-value advisory services rather than spending time on basic compliance reporting.

2

SMB Financial Management

Small business owners and their internal bookkeepers use Syft to gain clearer insights into business performance without accounting expertise. By connecting their accounting software, they receive plain-language explanations of financial results, visual trends showing what's driving profitability, and alerts when key metrics deviate from expectations. This helps non-financial managers make better decisions about pricing, expenses, and investments based on data rather than intuition.

3

Financial Due Diligence

Investors, acquirers, and lenders use Syft to quickly analyze the financial health of target companies during due diligence. Instead of reviewing static PDF financials, they can connect to the company's accounting system (with permission) and explore interactive dashboards that highlight trends, anomalies, and key ratios. The benchmarking feature helps assess how the company performs against industry peers, while the AI categorization ensures consistent analysis across different accounting methods.

4

Board and Investor Reporting

CFOs and financial controllers use Syft to create compelling board presentations and investor updates. The platform transforms complex financial data into visually engaging charts and executive summaries that tell a clear financial story. Automated scheduling ensures reports are delivered consistently before meetings, while interactive elements allow board members to explore details that interest them without requiring finance team intervention for every question.

5

Multi-Entity Financial Consolidation

Companies with multiple subsidiaries, locations, or business units use Syft to consolidate financial reporting across all entities. The platform can connect to multiple accounting systems simultaneously, standardize the chart of accounts across entities, and produce consolidated financial statements with segment breakdowns. This eliminates manual consolidation spreadsheets and provides leadership with a unified view of performance across the organization.

How to Use

  1. Step 1: Sign up for a Syft Analytics account on their website, typically starting with a free trial that requires providing basic business information and email verification.
  2. Step 2: Connect your accounting software by selecting your provider (QuickBooks, Xero, Sage, etc.) and authorizing Syft to access your financial data through secure API connections.
  3. Step 3: Configure your reporting preferences by selecting report templates, setting fiscal periods, choosing visualization styles, and defining key metrics relevant to your business or client.
  4. Step 4: Let Syft's AI engine process your financial data, which automatically categorizes transactions, reconciles accounts, and generates standardized financial statements and dashboards.
  5. Step 5: Review and customize the auto-generated reports in the web interface, where you can adjust visualizations, add commentary, highlight key insights, and apply branding elements.
  6. Step 6: Share reports with stakeholders through secure links, PDF exports, or scheduled email deliveries, with options to set permission levels for different viewers.
  7. Step 7: Set up automated reporting schedules for regular financial reviews, ensuring dashboards update automatically as new accounting data becomes available.
  8. Step 8: Use advanced features like benchmarking against industry standards, creating custom KPIs, or integrating with other business tools through available APIs for a comprehensive financial workflow.

Reviews & Ratings

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At a Glance

Pricing Model
Paid
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