
Syft Analytics
Reporting, dashboards, and consolidations for accountants and advisors.
Overview
Syft Analytics is a cloud-based reporting and advisory platform for solo, small, and mid-sized accounting firms that connects to accounting software and produces dashboards, management reports, multi-entity consolidations, and cash flow forecasts without manual data exports or spreadsheet assembly.
The platform suits firms that want to run advisory services across a portfolio of clients at scale. Reports are branded and shareable, giving clients a clear view of their performance without the firm rebuilding documents from scratch each month. Consolidation tools handle groups of related entities, aggregating results and enabling side-by-side comparison. Forecasting supports scenario modelling so advisors can present multiple outcome paths in a structured format.
For firms starting advisory, the typical entry point is a monthly report pack: pull numbers from the ledger, apply a branded template, add commentary, and send it to the client. Syft handles data assembly so the accountant can focus on the narrative.
Compared to Fathom, which also targets accountant-led advisory, Syft puts more weight on multi-entity consolidation. Firms whose advisory centres on single-entity reports may find Fathom tighter, while practices managing property groups or franchise portfolios lean toward Syft.
Syft works with Xero, QuickBooks, Sage, Excel, and Google Sheets. Pricing is per entity and available on application; a free trial is available for new accounts. No desktop installation is required.
Syft fits solo advisors building a recurring advisory revenue stream and small to mid-sized firms managing multiple client entities. It is listed on the Xero App Marketplace and the QuickBooks App Store, which is where many accountants in those ecosystems first find it.
Key facts
- Starting price
- Custom pricing
- Pricing model
- Per entity
- Free trial
- Yes
- Free tier
- No
- Deployment
- Cloud
- Geography
- US, UK, AU, CA, Global
- Founded
- 2016
- Support
- Email, Chat, Phone, Knowledge Base, Community Forum
- Languages
- English
- Works with
- Quickbooks, Xero, Sage, Excel, Google Sheets
- Last verified
- 2026-05-01
Pros and Cons
Pros
- Solo advisors who want to launch a recurring advisory service across multiple client entities.
- Practices on QuickBooks, Xero, or Sage that want pre-built dashboards and consolidations.
- Firms that want a free trial before committing. Syft offers one for new accounts.
Cons
- Mid-market in-house finance teams. Syft targets accounting firms, not corporate FP&A teams.
- Practices that want enterprise-grade scenario modelling. Datarails or Jirav are deeper in that category.
- Firms not on QBO, Xero, or Sage. Syft's connectors target those three.
Pricing
No public pricing. Syft Analytics quotes directly.
Frequently asked questions
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User reviews
See what other accounting professionals say about Syft Analytics on independent review platforms.
Alternatives to Syft Analytics
Other AI tools in the FP&A and advisory reporting category.
Last verified 2026-05-01. Pricing and features come from vendor-published specs. See our methodology.