Syft Analytics
Syft Analytics turns accounting data into financial reports, visualizations, and business insights.
What Syft Analytics is
Syft Analytics turns accounting data into financial reports, visualizations, and business insights. Reports can be sorted, filtered, compared, explored through drill-down, and exported to PDF, Word, or Excel; users can also share interactive Live View reports. Budgets can combine profit and loss, balance sheet, KPIs, and non-financial data. Scenario support in the newer budget and forecast experience is available on Advanced. Syft Assist AI can produce report and visualization insights, summaries, and action items, with availability depending on plan. Connections listed include Xero, QuickBooks Online, Sage, MYOB, FreeAgent, Sage Intacct, Shopify, and HubSpot. Spreadsheet Link works with Excel and Google Sheets on Standard, Plus, and Advanced. Plan allowances differ: Standard has one dashboard and P&L budgets only, Plus has up to three dashboards and three budgets, and Advanced has unlimited dashboards and budgets. The web-based service has a free plan and a 14-day trial. Syft states that data is encrypted in transit and at rest, and that it is SOC 2 certified.
Good
- Reports support drill-down and multiple export formats.
- Live View reports are interactive and collaborative.
- Connections include accounting, CRM, and e-commerce services.
- Spreadsheet Link supports Excel and Google Sheets.
- Every paid plan includes live chat and onboarding classes.
Watch out
- The product is web-based only.
- Standard allows one dashboard and P&L budgets only.
- Scenario support is on Advanced.
- Xero data refreshes automatically every 24 hours.
Who it suits
Syft may suit accountants, bookkeepers, business owners, franchises, universities, and financial institutions that need reporting or planning from connected financial data. It is also relevant to teams wanting spreadsheet tools or interactive shared reports.
Verdict
Syft combines financial reporting, budgeting, and integrations with several accounting and business data sources. Compare the dashboard, budget, and plan-specific feature limits before choosing a tier.
The facts
Each one read from Syft Analytics's own pages, with the date it was checked.
What it does
- Accounting integrations
- The integrations directory lists accounting connections including Xero, QuickBooks Online, Sage, MYOB, FreeAgent, and Sage Intacct.checked 30 Sep 2026
- AI
- Syft Assist AI generates report and visualization insights, summaries, and action items; availability varies by plan.checked 30 Sep 2026
- Budget limits
- Standard supports P&L budgets only, Plus supports up to three budgets, and Advanced allows unlimited budgets.checked 30 Sep 2026
- Compliance
- Syft says it is SOC 2 certified and that its SOC 2 report is available by request through an account executive or customer success manager.checked 30 Sep 2026
- CRM integration
- HubSpot CRM data can be turned into graphs, forecasts, and insights for customizable reports.checked 30 Sep 2026
- E-commerce integration
- Shopify data supports customer and product metrics, sales and benchmarking analysis, and reports.checked 30 Sep 2026
- Forecasting
- Syft’s newer budget and forecast experience supports scenarios on the Advanced plan.checked 30 Sep 2026
- Integrations
- The integrations collection lists accounting and data connections including Xero, QuickBooks Online, Sage, Stripe, MYOB, Shopify, and HubSpot.checked 30 Sep 2026
- Intended users
- Syft says accountants, bookkeepers, franchises, universities, business owners, and financial institutions use the app.checked 30 Sep 2026
- Product
- Syft Analytics turns accounting data into financial reports and insights.checked 30 Sep 2026
- Refresh limit
- Xero data automatically refreshes every 24 hours, and invalid authentication details can interrupt refreshes until the entity is re-authenticated.checked 30 Sep 2026
- Reporting
- Financial reports support sorting, filtering, drill-down, comparisons, and export to PDF, Word, or Excel.checked 30 Sep 2026
- Reports
- Users can create financial reports and share them as interactive, collaborative Live View reports.checked 30 Sep 2026
- Security
- Syft states that data in transit and at rest is encrypted and that it uses access controls, MFA, and security audits.checked 30 Sep 2026
- Spreadsheet tools
- Spreadsheet Link works with Microsoft Excel and Google Sheets and is available on Standard, Plus, and Advanced.checked 30 Sep 2026
- Support
- Every paid plan includes human-powered live chat, Syft Campus, and onboarding classes; Plus and Advanced practices can also access a Partner Success Manager and instant video and phone support.checked 30 Sep 2026
- Support hours
- Live support is available 19 hours a day on weekdays and selected hours on weekends, with an AI chatbot during offline hours.checked 30 Sep 2026
- Visualizations
- Visualize turns financial data into customizable graphs and tables that can be added to reports or Live Views.checked 30 Sep 2026
Money
- Charity plan
- Syft announced free Standard plan access for charitable organizations, including reporting, visualizations, transaction-level drill-down, and KPI and ratio analysis.checked 30 Sep 2026
- Plan limits
- The Standard plan allows one dashboard, Plus allows up to three, and Advanced allows unlimited dashboards.checked 30 Sep 2026
- Planning
- Budgets can combine profit and loss, balance sheet, KPIs, and non-financial Connections data.checked 30 Sep 2026
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