By becoming a Syft Certified Pro Advisor you are equipping yourself with the skills to provide in-depth analysis, valuable insights, and efficient, scalable financial reporting processes.

(Courses covering all areas of Syft except for forecasting, audit, and consolidations).

This certification gives you 13 hours of CPD/CPE points. If you would like more information, please visit this page.

Bundle Contents

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

Reporting

Syft's report tool comes with pre-populated templates that make it easy to create customized reports and schedule the sharing of these reports.

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

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

Visualize: Performance

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

Jodilee Manuel

Jodilee Manuel

FREE

Financials

Financial statements tell the story of the business and, oftentimes, financial statements are the only reports stakeholders see.

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

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