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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
Free
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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
Free
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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
Free
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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
Free
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Financial Statements Masterclass

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

  • Course
  • By Nicholas Schram
Free
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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
Free
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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
Free
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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
Free
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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
Free
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Level up your e-commerce data

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

  • Course
  • By Alexandra Hoffman
Free
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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
Free
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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
Free
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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
Free
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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
Free
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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
Free
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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
Free
Product image for Q4 2024 Syft Campus Quarterly Update

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
Free
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Segments 101

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

  • Course
  • By Jodilee Manuel
Free
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Spreadsheet Link

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

  • Course
  • By Jodilee Manuel
Free
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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
Free
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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
Free
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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
Free
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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
Free
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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
Free
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Visualize: Performance

Learn how to manage and monitor your profitability and cash using two powerful tools from Visualize

  • Course
  • By Laurika Steenekamp
Free
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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
Free
26 products found