When you're running a business, you don't often have time to do much aside from focusing on daily operations. However, keeping track of your performance and cash flow is critical to staying afloat.
Meet Syft Send: a quick and easy way to access daily, weekly, or monthly summaries of vital data without having to dig through the data. With this new AI-powered tool, you can keep tabs on these essential metrics and receive alerts about uncommonly large transactions, abnormally high numbers of transactions, or unusually high-value transactions in the palm of your hand.
Read on to find out how this works.
AI-powered summaries ✨
Your days are busy, filled with far too many tasks. You don't always have the time to log into Syft and check your various reports. With Syft Send, you don't need to do this. To get a daily report of your sales, bank balance, and cash flow projections, simply open Syft Send and leverage the power of AI to summarize these key metrics. Syft will then send them to your email, Slack, or MS Teams account every day so you don't miss a thing.
Daily too much for you? Perhaps you'd like a weekly summary. Use Syft Send to generate a weekly email or message on any of the apps mentioned above which summarizes metrics such as:
Your weekly sales performance
Receivables and payables due
Bank account balances
Cash flow prediction for the week
And, if you'd like a monthly summary, you can set one for this too. The metrics you can send in the monthly summary include the following:
Monthly sales performance
Profit & Loss summary
Receivables and payables due
Bank account balances
Cash flow prediction for the month
Note 📝: You can change the reports that are included in Syft Send by unticking or ticking the relevant report.
When you're ready, click "Trigger Report."
AI-powered Alerts 🚨
In addition to automatic summaries, you can also use Syft send to set up alerts that track:
Abnormally low bank balances
Unusual transaction values
Uncommonly high transaction volume
This is useful as it empowers you to quickly act when your bank balance is concerningly low or when there are anomalous transactions that you may wish to investigate.
To edit an alert, click on the pencil icon and then choose the relevant details to alter. Remember to click "Save" when you're happy with the information provided.
How to get started 🧐
To open Syft Send, click on the airplane arrow at the right of your screen. Then, click on "Get started." From here, you can choose the type of summary or alert you'd like to set up, which reports to include and who should receive these reports.
Closing thoughts 💭
The development of AI has opened the door to many new and exciting opportunities for businesses. At Syft, we are committed to finding the best ways to leverage the latest tech to help you stay on top of your data and go from data to decisions as quickly as possible. With Syft Send, you are now able to receive daily, weekly, or monthly updates on critical metrics for your business as well as alerts that can help you to identify potential issues and nip them in the bud.
I hope you will enjoy this new feature. As always, if you have any questions, please don't hesitate to ask for help.