Get set up and started on Syft and get a taste of all Syft has to offer.

Learn how to make the most of Syft and how to monetize it and use it to grow your practice

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.

Learn how to use Analyze to manage your teams and reporting better, get an improved understanding of your business, and make key strategic decisions

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.

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.

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.

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

Learn the basics of Financial Statements and Disclosures on Syft Analytics.

A look at Syft's latest updates to make sure you know how to make the most of the new features.

Supercharge your reporting with seamless integration between your favorite spreadsheet tools and Syft Analytics.

Learn how to use Analytics by Syft to harness the power of data analytics, visualizations, and reporting to improve your business performance.

Learn how to make the most of Syft for your Square or Shopify Entities.

A look at Syft's latest updates to make sure you know how to make the most of the new features.

A look at Syft's latest updates to make sure you know how to make the most of the new features.

A look at Syft's latest updates to make sure you know how to make the most of the new features.

A look at Syft's latest updates to make sure you know how to make the most of the new features.

A quick look at Syft's latest feature updates to make sure you know how to make the most of all the new features.

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.

Working with many distinct divisions (tracking categories, analysis codes, classes, or projects)? If so, segments are for you.

Now that you've completed Live Training, please watch this video and take a quiz to qualify for CPD or CPE points!

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.