# Knowledge Center

> Hi, how can we help you?

## Get started

- [Get started with Syft](https://help.syftanalytics.com/en/articles/9014731-get-started-with-syft.md): Get started with Syft Analytics in a few quick steps!
- [Forgot password](https://help.syftanalytics.com/en/articles/9014830-forgot-password.md): What to do if you forgot your password. Trying to log in but using the wrong password? Don't worry. We've got you covered.
- [Setting up two-factor authentication](https://help.syftanalytics.com/en/articles/9018083-setting-up-two-factor-authentication.md): Secure the financial data on your Syft account by setting up 2FA to use every time you log into Syft.
- [Branding](https://help.syftanalytics.com/en/articles/9018836-branding.md): Implement custom themes and branding on Syft Analytics.
- [Support](https://help.syftanalytics.com/en/articles/9025756-support.md): Take advantage of our various support resources to ensure your business gets the most out of Syft Analytics.
- [Settings, Oversight, and Appearance](https://help.syftanalytics.com/en/articles/10154885-settings-oversight-and-appearance.md): Set up your preferences, reset 2FA, assess plan details, add users, assign rolls, track activity and entities, and change your appearance.
- [Analytics powered by Syft vs. Syft Analytics](https://help.syftanalytics.com/en/articles/11602802-analytics-powered-by-syft-vs-syft-analytics.md): What's the difference between these two products and what they offer? We'll unpack that all here.
- [How to upgrade your Syft plan](https://help.syftanalytics.com/en/articles/12413566-how-to-upgrade-your-syft-plan.md): Learn how to upgrade your plan in a few simple steps.
- [Syft Monetization Model](https://help.syftanalytics.com/en/articles/12752283-syft-monetization-model.md): Your Client's Value Journey: Scaling Advisory Services with Syft

## Integrations

- [Xero](https://help.syftanalytics.com/en/articles/9025863-xero.md): How to connect Xero to Syft
- [QuickBooks Online](https://help.syftanalytics.com/en/articles/9144378-quickbooks-online.md): How to connect QuickBooks Online to Syft
- [Sage Accounting](https://help.syftanalytics.com/en/articles/9026022-sage-accounting.md): How to connect Sage Business Cloud Accounting to Syft
- [Sage Accounting UK](https://help.syftanalytics.com/en/articles/9335694-sage-accounting-uk.md): How to connect Sage Business Cloud Accounting UK to Syft
- [Trial balance import](https://help.syftanalytics.com/en/articles/9158271-trial-balance-import.md): How to import a trial balance into Syft
- [Transaction list import](https://help.syftanalytics.com/en/articles/9159035-transaction-list-import.md): How to import a transaction list into Syft
- [Segments](https://help.syftanalytics.com/en/articles/9145364-segments.md): How to create segments to supercharge your divisional reporting
- [Sage Intacct](https://help.syftanalytics.com/en/articles/9018528-sage-intacct.md): How to connect Sage Intacct to Syft
- [Stripe](https://help.syftanalytics.com/en/articles/9112205-stripe.md): How to connect Stripe and Stripe Connect to Syft
- [SimplePay](https://help.syftanalytics.com/en/articles/9088969-simplepay.md): How to import SimplePay data into Syft
- [FreeAgent](https://help.syftanalytics.com/en/articles/9076192-freeagent.md): How to connect FreeAgent to Syft
- [MYOB](https://help.syftanalytics.com/en/articles/9026782-myob.md): How to connect MYOB to Syft
- [FreshBooks](https://help.syftanalytics.com/en/articles/9030622-freshbooks.md): How to connect FreshBooks to Syft
- [Exact Online](https://help.syftanalytics.com/en/articles/9030030-exact-online.md): How to connect Exact Online to Syft
- [Acumatica](https://help.syftanalytics.com/en/articles/9076543-acumatica.md): How to connect Acumatica to Syft
- [Shopify](https://help.syftanalytics.com/en/articles/9112706-shopify.md): How to connect Shopify to Syft
- [Square](https://help.syftanalytics.com/en/articles/9112992-square.md): How to add Square to Syft
- [Sage 50](https://help.syftanalytics.com/en/articles/9018435-sage-50.md): How to connect Sage 50 to Syft
- [Sage 100](https://help.syftanalytics.com/en/articles/9178148-sage-100.md): How to connect Sage 100 to Syft
- [Sage 200](https://help.syftanalytics.com/en/articles/9178151-sage-200.md): How to connect Sage 200 to Syft
- [Sage 300](https://help.syftanalytics.com/en/articles/9178152-sage-300.md): How to connect Sage 300 to Syft
- [Sage X3](https://help.syftanalytics.com/en/articles/9178153-sage-x3.md): How to connect Sage X3 to Syft
- [QuickBooks Desktop](https://help.syftanalytics.com/en/articles/9018539-quickbooks-desktop.md): How to connect QuickBooks Desktop to Syft
- [Duplicate an entity](https://help.syftanalytics.com/en/articles/9024007-duplicate-an-entity.md): How to create a duplicate entity on Syft
- [Journal entities](https://help.syftanalytics.com/en/articles/9018256-journal-entities.md): How to create a journal entity on Syft
- [Bank feeds](https://help.syftanalytics.com/en/articles/9144505-bank-feeds.md): How to connect your bank feeds to Syft
- [Gusto](https://help.syftanalytics.com/en/articles/9305933-gusto.md): How to connect Gusto to Syft
- [Xero Payroll](https://help.syftanalytics.com/en/articles/9399184-xero-payroll.md): Everything you need to know about Syft's Xero Payroll integration, points and requirements
- [Top 3 consolidation and financial reporting tools](https://help.syftanalytics.com/en/articles/9189311-top-3-consolidation-and-financial-reporting-tools.md): The ultimate review of the top consolidation and reporting tools.
- [Spotlight Reporting: A Go-To Handbook](https://help.syftanalytics.com/en/articles/9207674-spotlight-reporting-a-go-to-handbook.md): Get started on Spotlight with this quick guide
- [HubSpot](https://help.syftanalytics.com/en/articles/9942535-hubspot.md): How to import HubSpot data into Syft
- [Refreshes FYI](https://help.syftanalytics.com/en/articles/10516866-refreshes-fyi.md): Everything you need to know about how often your data refreshes on Syft Analytics.
- [Mailchimp](https://help.syftanalytics.com/en/articles/11196406-mailchimp.md): Connect your Mailchimp account to Syft to visualize, analyze, and report on your email marketing data. Then, transform data into decisions.
- [Toast](https://help.syftanalytics.com/en/articles/11693692-toast.md): Request access to link your Toast account to Syft to visualize, analyze, and report on your restaurant data. Become a beta tester!

## Users and roles

- [Invite users](https://help.syftanalytics.com/en/articles/9018879-invite-users.md): Invite users to Syft and assign roles so that they can view data that is relevant and useful to them.
- [Who has access to what?](https://help.syftanalytics.com/en/articles/9027348-who-has-access-to-what.md): Manage user access on Syft
- [Roles and permissions](https://help.syftanalytics.com/en/articles/9026107-roles-and-permissions.md): Assign custom roles to your team with varying access on Syft
- [Guest roles](https://help.syftanalytics.com/en/articles/9030207-guest-roles.md): Invite guest users to Syft and manage their permissions.
- [Activity logs](https://help.syftanalytics.com/en/articles/10182720-activity-logs.md): Keep track of the activity of users within your organization with Syft's activity logs.
- [Lock User Organization](https://help.syftanalytics.com/en/articles/13487082-lock-user-organization.md): What does it mean to toggle “Lock user organization” on in Syft? You’ve probably seen a pop-up about it in an invitation email. Let’s have a look at this security preference.

## Reports

- [Layouts and Chart of Accounts](https://help.syftanalytics.com/en/articles/9167605-layouts-and-chart-of-accounts.md): How to configure your layouts and chart of accounts in Syft
- [Template and entity specific reports](https://help.syftanalytics.com/en/articles/8989768-template-and-entity-specific-reports.md): Types of reports: Templates vs. entity specific reports
- [All about live views](https://help.syftanalytics.com/en/articles/9026540-all-about-live-views.md): Create, share and collaborate with live views on Syft
- [Schedule reports to send via email](https://help.syftanalytics.com/en/articles/9117142-schedule-reports-to-send-via-email.md): How to schedule reports to be sent out periodically via email

## Consolidations

- [Consolidations](https://help.syftanalytics.com/en/articles/9018885-consolidations.md): Consolidate entities and other consolidations with ease.
- [Exchange rates in multi-currency entities and consolidations](https://help.syftanalytics.com/en/articles/9018935-exchange-rates-in-multi-currency-entities-and-consolidations.md): Manage exchange rates for multi-currency entities and consolidations
- [Review consolidation eliminations](https://help.syftanalytics.com/en/articles/10208906-review-consolidation-eliminations.md): See a clear breakdown of each elimination and the net effect of your eliminations within Financial Close \> Eliminations.

## Dashboards

- [Create a dashboard](https://help.syftanalytics.com/en/articles/9041125-create-a-dashboard.md): Create customized financial dashboards on Syft effortlessly
- [Share dashboards](https://help.syftanalytics.com/en/articles/9041155-share-dashboards.md): Share your financial dashboards on Syft in multiple different ways

## Review

- [All about Review](https://help.syftanalytics.com/en/articles/9027378-all-about-review.md): Enhance your data integrity with Syft's Review tool.
- [Data Quality and Bank](https://help.syftanalytics.com/en/articles/9027537-data-quality-and-bank.md): Keep tabs of the quality of data connected to Syft with Data Quality and identify unreconciled transactions in your bank accounts.
- [Review Accounts](https://help.syftanalytics.com/en/articles/9108103-review-accounts.md): Use Syft to review duplicate, dormant, suspense or inverse accounts and identify unexpected account variances.
- [Review Contacts](https://help.syftanalytics.com/en/articles/9109607-review-contacts.md): Use Syft's Contacts section to detect duplicate or dormant contacts, overdue receivables & payables, negative balances, and more.
- [VAT/GST Report and Review](https://help.syftanalytics.com/en/articles/9109620-vat-gst-report-and-review.md): Investigate your VAT/GST reports using Syft.
- [Review Transactions](https://help.syftanalytics.com/en/articles/10071740-review-transactions.md): Transactions within Syft’s Review Tool empowers to review any transactions in Syft that may be erroneous.

## Spreadsheet Link

- [All about Spreadsheet Link](https://help.syftanalytics.com/en/articles/9109814-all-about-spreadsheet-link.md): How to use Spreadsheet Link on Excel and Google Sheets
- [Upload a budget to Syft with the old budget tool](https://help.syftanalytics.com/en/articles/9024092-upload-a-budget-to-syft-with-the-old-budget-tool.md): How to upload a budget into Syft via Excel
- [Spreadsheet Link templates](https://help.syftanalytics.com/en/articles/9729516-spreadsheet-link-templates.md): Use templates in Excel for complex forecasting or budget scenarios and upload this data to Syft
- [Google Sheets Troubleshooting](https://help.syftanalytics.com/en/articles/10190801-google-sheets-troubleshooting.md): If you've come across any error messages on Google Sheets, we've got you covered. Here are the most common issues and how to solve them.

## Financial statements

- [All about Financial Statements](https://help.syftanalytics.com/en/articles/9116037-all-about-financial-statements.md): How to create financial statements on Syft
- [Disclosures](https://help.syftanalytics.com/en/articles/9128108-disclosures.md): Create, edit and link disclosures to your financial statements on Syft.

## Other features

- [KPI Scorecards](https://help.syftanalytics.com/en/articles/9680693-kpi-scorecards.md): Learn how to use our KPI Scorecards to track performance, compare data, pin and create customized metrics all in one place
- [Syft Assist AI](https://help.syftanalytics.com/en/articles/9360648-syft-assist-ai.md): Get deep insights, report summaries and performance improving action items - instantly.
- [Oversight](https://help.syftanalytics.com/en/articles/9059009-oversight.md): Get a high level view of your entities' financials using Syft's Oversight tool
- [Visualize](https://help.syftanalytics.com/en/articles/9070894-visualize.md): Create customizable graphs and tables on Syft with ease...
- [Financials](https://help.syftanalytics.com/en/articles/9172671-financials.md): Use Syft's comprehensive tools and views to analyze your financials with ease.
- [Build P&L, BS, Ledger](https://help.syftanalytics.com/en/articles/9172695-build-p-l-bs-ledger.md): How to use Syft's Build tool to customize your financials
- [Divisions](https://help.syftanalytics.com/en/articles/9148358-divisions.md): How to report on and analyze your tracking categories, classes, locations, analysis codes and projects in Syft
- [Sales](https://help.syftanalytics.com/en/articles/9159888-sales.md): Analyze your customer and product sales data on Syft
- [Ledgers](https://help.syftanalytics.com/en/articles/9167216-ledgers.md): How to use Syft's Ledgers tool to combine and compare data
- [Benchmarks](https://help.syftanalytics.com/en/articles/9083810-benchmarks.md): Compare your company's performance to other companies in the same industry on Syft
- [Valuations](https://help.syftanalytics.com/en/articles/9094097-valuations.md): How to use Syft's Valuations tool for strategic insights
- [Transaction list](https://help.syftanalytics.com/en/articles/9094711-transaction-list.md): Analyze, filter and clarify your transaction list on Syft
- [Accounts and journal posting](https://help.syftanalytics.com/en/articles/9111988-accounts-and-journal-posting.md): How to create accounts and post journals on Syft
- [Connections](https://help.syftanalytics.com/en/articles/9166912-connections.md): How to upload and use non-financial data in Syft
- [Send to Slack and Microsoft Teams](https://help.syftanalytics.com/en/articles/9755290-send-to-slack-and-microsoft-teams.md): Learn how to send your Syft reports to your teams using various methods.
- [Entity Options](https://help.syftanalytics.com/en/articles/10057579-entity-options.md): Your entity's settings includes everything from formats to methodologies and exclusions. Read this article to find out how to get set up.
- [How often does my data sync?](https://help.syftanalytics.com/en/articles/10184361-how-often-does-my-data-sync.md): Your data refreshes automatically every 24 hours, but you can also manually refresh it.
- [Syft Send](https://help.syftanalytics.com/en/articles/10532086-syft-send.md): Get AI-powered summaries and alerts delivered to your inbox, mobile phone, Slack, or Microsoft Teams.
- [Financial Close](https://help.syftanalytics.com/en/articles/15348502-financial-close.md): Manage your month-end process in one place

## Security

- [Security at Syft](https://help.syftanalytics.com/en/articles/9018560-security-at-syft.md): Multiple layers of security to protect the information you trust to us
- [SOC 2](https://help.syftanalytics.com/en/articles/9018791-soc-2.md): Syft is SOC 2 certified
- [GDPR](https://help.syftanalytics.com/en/articles/9018810-gdpr.md): Syft is GDPR compliant
- [Accessing security and compliance documents](https://help.syftanalytics.com/en/articles/9018830-accessing-security-and-compliance-documents.md): Syft's security and compliance documentation and how to access them

## Forecasts and budgets

- [Forecasts](https://help.syftanalytics.com/en/articles/9136417-forecasts.md): Use Syft to build formula-driven forecasts in no time!
- [Budgets](https://help.syftanalytics.com/en/articles/9121060-budgets.md): Use Syft to build formula-driven budgets in no time!
- [Cash Manager](https://help.syftanalytics.com/en/articles/9734574-cash-manager.md): Take a deeper look into your business's cash position with Syft's Cash Manager

## Xero Analytics

- [What's New on Xero Analytics](https://help.syftanalytics.com/en/articles/11205090-what-s-new-on-xero-analytics.md): Your regular rundown of changes implemented on Xero Analytics to improve your product experience.