Accounting Practice Management
Learn how to make the most of Syft and how to monetize it and use it to grow your practice
- Course
- By Jodilee Manuel
Analyze
Learn how to use Analyze to manage your teams and reporting better, get an improved understanding of your business, and make key strategic decisions
- Course
- By Jodilee Manuel
Business Onboarding
A course focussed on showing you how to get the most out of Syft for your business. How to use it to run, grow and protect your business.
- Course
- By Jodilee Manuel
Connections 101
In this course, we will take a look at how you can add non-financial data from third-party providers to Syft Analytics via the Connections tab.
- Course
- By Christopher Giannopoulos
Financial Statements Masterclass
Learn the basics of Financial Statements and Disclosures on Syft Analytics.
- Course
- By Nicholas Schram
Getting Started on Syft
Get set up and started on Syft and get a taste of all Syft has to offer.
- Course
- By Jodilee Manuel
Getting Started with Visualize
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.
- Course
- By Laurika Steenekamp
Layouts 101
Layouts are foundational to everything you do and impact numerous reports. So, you want to make sure you know exactly what you're doing in the Layouts department before moving onto more complex reporting.
- Course
- By Jodilee Manuel
Ledgers 101
In this course, we will explore the details of ledgers, why they are useful to your business or practice, and how you can use this tool to your advantage on Syft.
- Course
- By Jodilee Manuel
Level up your e-commerce data
Learn how to make the most of Syft for your Square or Shopify Entities.
- Course
- By Alexandra Hoffman
Live Training
Now that you've completed Live Training, please watch this video and take a quiz to qualify for CPD or CPE points!
- Course
- By Jodilee Manuel
Make the most of your Stripe data with Syft
Learn how to use Analytics by Syft to harness the power of data analytics, visualizations, and reporting to improve your business performance.
- Course
- By Alexandra Hoffman
Q1 Update course 2025
A look at Syft's latest updates to make sure you know how to make the most of the new features.
- Course
- By Jodilee Manuel
Q2 2025 Syft Campus Quarterly Update
In this course, we take look at Syft's latest updates to make sure you know how to make the most of the new features, while also exploring exciting updates on Syft Campus and the Beyond Insights podcast. We also take you through a special feature focus to ensure that you're making the most of Syft.
- Course
- By Alexandra Hoffman
Q3 2024 Syft Campus Quarterly Update
A look at Syft's latest updates to make sure you know how to make the most of the new features.
- Course
- By Jodilee Manuel
Q3 Syft Campus Quarterly Update
A look at Syft's latest updates to make sure you know how to make the most of the new features.
- Course
- By Jodilee Manuel
Q4 2024 Syft Campus Quarterly Update
A look at Syft's latest updates to make sure you know how to make the most of the new features.
- Course
- By Jodilee Manuel
Segments 101
Working with many distinct divisions (tracking categories, analysis codes, classes, or projects)? If so, segments are for you.
- Course
- By Jodilee Manuel
Spreadsheet Link
Supercharge your reporting with seamless integration between your favorite spreadsheet tools and Syft Analytics.
- Course
- By Jodilee Manuel
Syft Certified Advisor (AUS & NZ)
This certification combines recordings from our live onboarding series with two online courses. By the end, you should feel confident building insightful client reports and identifying opportunities for you to monetize Syft’s features.
- Course
- By Jamie Bezuidenhout
Syft Certified Advisor (UK & SA)
This certification combines recordings from our live onboarding series with two online courses. By the end, you should feel confident building insightful client reports and identifying opportunities for you to monetize Syft’s features.
- Course
- By Jamie Bezuidenhout
Syft Certified Advisor (US & Canada)
This certification combines recordings from our live onboarding series with two online courses. By the end, you should feel confident building insightful client reports and identifying opportunities for you to monetize Syft’s features.
- Course
- By Jamie Bezuidenhout
Transaction List Upload Masterclass
Want to upload a transaction list into Syft but aren’t sure where to start? Then this is the course for you. While it’s a lot easier to add an entity directly from cloud accounting software, such as Xero, we know that sometimes you need to add information from Excel, Google Sheets, or desktop software. In this course, we’ll take you through how to upload TBs and transaction lists into Syft, including all the important details you need to remember, as well as some top tips we’ve learned after years of helping other Syft users get started.
- Course
- By Monica van Zyl
Trial Balance Upload Masterclass
Want to upload a trial balance into Syft but aren’t sure where to start? Then this is the course for you. While it’s a lot easier to add an entity directly from cloud accounting software, such as Xero, sometimes you need to add information from Excel, Google Sheets, or desktop software. In this course, we’ll explain how to upload TBs into Syft, including all the important details you need to remember and some top tips we’ve learned after years of helping other Syft users get started.
- Course
- By Monica van Zyl
Visualize: Performance
Learn how to manage and monitor your profitability and cash using two powerful tools from Visualize
- Course
- By Laurika Steenekamp
Visualize: Sales
Let's look at how Syft's Customers, Products, and Suppliers sections can provide you with critical operational information to help you make better business decisions
- Course
- By Laurika Steenekamp
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