Syft Analytics

Learn how to use our KPI Scorecards to track performance, compare data, pin and create customized metrics all in one place

KPI Scorecards

Get deep insights, report summaries and performance improving action items - instantly.

Syft Assist AI

Get a high level view of your entities' financials using Syft's Oversight tool

Oversight

Create customizable graphs and tables on Syft with ease...

Visualize

Use Syft's comprehensive tools and views to analyze your financials with ease.

Financials

How to use Syft's Build tool to customize your financials

Build P&L, BS, Ledger

How to report on and analyze your tracking categories, classes, locations, analysis codes and projects in Syft

Divisions

Analyze your customer and product sales data on Syft

Sales

How to use Syft's Ledgers tool to combine and compare data

Ledgers

Compare your company's performance to other companies in the same industry on Syft

Benchmarks

How to use Syft's Valuations tool for strategic insights

Valuations

Analyze, filter and clarify your transaction list on Syft

Transaction list

How to create accounts and post journals on Syft

Accounts and journal posting

How to upload and use non-financial data in Syft

Connections

Learn how to send your Syft reports to your teams using various methods.

Send to Slack and Microsoft Teams

Your entity's settings includes everything from formats to methodologies and exclusions. Read this article to find out how to get set up.

Entity Options

Your data refreshes automatically every 24 hours, but you can also manually refresh it.

How often does my data sync?

Get AI-powered summaries and alerts delivered to your inbox, mobile phone, Slack, or Microsoft Teams.

Syft Send

Manage your month-end process in one place

Financial Close

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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