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Syft Analytics
What it 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 budgeting and forecasting experience is available on Advanced. Syft Assist AI can provide report and visualization insights, summaries, and action items, with availability depending on plan. Listed connections include Xero, QuickBooks Online, Sage, MYOB, FreeAgent, Sage Intacct, Stripe, Shopify, and HubSpot. Spreadsheet Link supports Microsoft Excel and Google Sheets on Standard, Plus, and Advanced. Plan allowances vary: Standard includes one dashboard and P&L budgets only; Plus allows up to three dashboards and three budgets; Advanced has unlimited dashboards and budgets. The service is web-based, with a free plan and a 14-day trial. Syft says data is encrypted in transit and at rest, and that it is SOC 2 certified.
For and against
For
- Reports support drill-down, comparisons, filtering, and export
- Interactive Live View reports can be shared
- Spreadsheet Link works with Excel and Google Sheets
- Listed connections include accounting, CRM, and e-commerce services
Against
- Xero data refreshes automatically every 24 hours
- Invalid authentication can interrupt refreshes until re-authentication
- Dashboard and budget allowances vary by plan
- AI feature availability varies by plan
The verdict
Syft Analytics brings reporting, budgeting, visualizations, and integrations together in a web-based service. Compare plan allowances and refresh behavior with the reporting workflow you need.
Who it suits
Syft Analytics may suit accountants, bookkeepers, business owners, and other listed users who need reporting and budgeting from accounting data. It also supports franchises, universities, and financial institutions.
On the record
- Accounting integrations
- The integrations directory lists accounting connections including Xero, QuickBooks Online, Sage, MYOB, FreeAgent, and Sage Intacct.help.syftanalytics.com · read 30 Sep 2026
- AI
- Syft Assist AI generates report and visualization insights, summaries, and action items; availability varies by plan.help.syftanalytics.com · read 30 Sep 2026
- Budget limits
- Standard supports P&L budgets only, Plus supports up to three budgets, and Advanced allows unlimited budgets.help.syftanalytics.com · read 30 Sep 2026
- Charity plan
- Syft announced free Standard plan access for charitable organizations, including reporting, visualizations, transaction-level drill-down, and KPI and ratio analysis.blog.syftanalytics.com · read 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.help.syftanalytics.com · read 30 Sep 2026
- CRM integration
- HubSpot CRM data can be turned into graphs, forecasts, and insights for customizable reports.help.syftanalytics.com · read 30 Sep 2026
- E-commerce integration
- Shopify data supports customer and product metrics, sales and benchmarking analysis, and reports.help.syftanalytics.com · read 30 Sep 2026
- Forecasting
- Syft’s newer budget and forecast experience supports scenarios on the Advanced plan.help.syftanalytics.com · read 30 Sep 2026
- Integrations
- The integrations collection lists accounting and data connections including Xero, QuickBooks Online, Sage, Stripe, MYOB, Shopify, and HubSpot.help.syftanalytics.com · read 30 Sep 2026
- Intended users
- Syft says accountants, bookkeepers, franchises, universities, business owners, and financial institutions use the app.blog.syftanalytics.com · read 30 Sep 2026
- Plan limits
- The Standard plan allows one dashboard, Plus allows up to three, and Advanced allows unlimited dashboards.blog.syftanalytics.com · read 30 Sep 2026
- Planning
- Budgets can combine profit and loss, balance sheet, KPIs, and non-financial Connections data.help.syftanalytics.com · read 30 Sep 2026
- Product
- Syft Analytics is a financial reporting and data analytics tool for accountants and businesses.help.syftanalytics.com · read 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.help.syftanalytics.com · read 30 Sep 2026
- Reporting
- Financial reports support sorting, filtering, drill-down, comparisons, and export to PDF, Word, or Excel.help.syftanalytics.com · read 30 Sep 2026
- Reports
- Users can create financial reports and share them as interactive, collaborative Live View reports.blog.syftanalytics.com · read 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.help.syftanalytics.com · read 30 Sep 2026
- Spreadsheet tools
- Spreadsheet Link works with Microsoft Excel and Google Sheets and is available on Standard, Plus, and Advanced.help.syftanalytics.com · read 30 Sep 2026
