So, you've signed up with Syft. Now what? In this article, we outline 5 steps to get started with Syft, pointing you to everything you need to know and all the features you should check out. This guide will cover:

Let's get into it!

Home is your headquarters on Syft. It is a central place that provides you with a bird' s-eye view of everything in Syft. Home includes an overview of your connections to Syft and entity details, as well as all the usual settings you'd expect to see.

Navigate to any entity by clicking on the entity's name from your Overview screen.

If you hover your mouse next to the name of an entity, you will see that three dots appear. If you click on these three dots, you can configure your entity. This will take you to a Configure page, where you can edit specific fields for that entity.

If you open the dropdown next to the entity name, you will see a list of users and their roles and email addresses with access to that entity. You have the option to disconnect users from here or invite new users, or add existing users to this entity.

Here's a quick, simple guide to add entities:

Whether you're connecting a cloud accounting provider or importing data into Syft manually, you can supplement your financial data with non-financial data using Connections (you can set this up later).

An important step for any accounting, ERP, trial balance upload or transaction list upload is to configure the entity's layouts and COA. It's critical that you set up your layouts and COA correctly as this impacts every feature across Syft.

Head over to Configure in any entity. Edit your layout by creating a new layout according to your needs. Press the plus icon to get started. You can then:

In the layout builder, drag and drop accounts to order them as you wish and create formats such as groups, categories and even groups of groups.

There are tons of tools to explore, these are the key sections and the tools contained in each:

The Users tab is where you should go to add and manage your users. To access this tab, click on your profile picture icon at the top left of the screen and then select Users.

Here, you can choose between inviting new users one at a time or importing them in bulk via a spreadsheet. You will then get a clear overview of your organization's users, roles, entity access, and login method.

You can also add existing Syft users to your organization by clicking the "Add user to entity" button and then selecting the relevant entity.