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Using Syft

Make the most of Syft.


Courses

Getting Started on Syft
Get set up and started on Syft and get a taste of all Syft has to offer.
Jodilee Manuel Jodilee Manuel
FREE
Accounting Practice Management
Learn how to make the most of Syft and how to monetize it and use it to grow your practice
Jodilee Manuel Jodilee Manuel
FREE
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.
Jodilee Manuel Jodilee Manuel
FREE
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
Jodilee Manuel Jodilee Manuel
FREE
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.
Jodilee Manuel Jodilee Manuel
FREE
Visualize: Overview
In the Overview section of Syft’s Visualize tab, we get a bird’s-eye view of our business, how it is performing, and where there may be potential areas of concern.
Jodilee Manuel Jodilee Manuel
FREE
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
Jodilee Manuel Jodilee Manuel
FREE
Financial Statements Masterclass
Learn the basics of Financial Statements and Disclosures on Syft Analytics.
Nicholas Schram Nicholas Schram
FREE
Q4 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.
Jodilee Manuel Jodilee Manuel
FREE
Spreadsheet Link
Supercharge your reporting with seamless integration between your favorite spreadsheet tools and Syft Analytics.
Jodilee Manuel Jodilee Manuel
FREE
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.
Alexandra Hoffman Alexandra Hoffman
FREE
Level up your e-commerce data
Learn how to make the most of Syft for your Square or Shopify Entities.
Alexandra Hoffman Alexandra Hoffman
FREE
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.
Jodilee Manuel Jodilee Manuel
FREE
Q1 Syft Campus Quarterly Update
A quick look at Syft's latest feature updates to make sure you know how to make the most of all the new features.
Jodilee Manuel Jodilee Manuel
FREE
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.
Jodilee Manuel Jodilee Manuel
FREE
Segments 101
Working with many distinct divisions (tracking categories, analysis codes, classes, or projects)? If so, segments are for you.
Jodilee Manuel Jodilee Manuel
FREE
Live Training
Now that you've completed Live Training, please watch this video and take a quiz to qualify for CPD or CPE points!
Jodilee Manuel Jodilee Manuel
FREE
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.
Christopher Giannopoulos Christopher Giannopoulos
FREE