Learning Outcomes


In this course, you will learn how to:

  1. Navigate Syft
  2. Set your entities up
  3. Add team members
  4. Find help
  5. Manage your clients and team with Oversight
  6. Delegate and collaborate with Users & Roles
  7. Approach your clients with Syft
  8. Monetize Syft's features and grow your practice

Example Curriculum

  Live Training Webinars
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  Unlocking Revenue Streams with Syft
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  Thanks for joining the course!
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In this course we will take a detailed look at some of the sections in Syft's Visualize section, more specifically, Dashboard, and KPIs & Accounts. This part of Syft helps you to tell the story of a business with easy to understand graphs and metrics. This could be your own business or, if you are an accountant or bookkeeper, your client's business. Visualizing financial data not only helps you to understand your information better but also makes it easier to use this information to make better business decisions.

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