Unlock epic new functionality, across Syft. From graphs and financials to custom-built ledgers, you can now compare actuals to your new budgets and forecasts – and you can download these to Reports.

We recently released new versions of our 4-Way Forecast and Budget features to provide you with a greater visibility of your adjustments, more tailored adjustments, and more customizable setup options. Now, we’re integrating these new features across the rest of Syft’s feature set so that you can easily see how you are performing compared to your budget or forecast.

From Visualize to Analyze and beyond, forecasts and budgets are everywhere! Let’s do a quick breakdown:

Effortlessly compare your organization’s actual performance with your forecasts and budgets across a dynamic range of graphs in the Visualize section. Dive into insightful comparisons within KPIs & Accounts, and unlock deeper understanding with powerful graphs in the Profitability section.

Compare actual data in your Financials to budgets or forecasts across the P&L, Balance Sheet, Cash Flow statements, and EBITDA to assess how your business is tracking against your expectations. This includes comparisons to both the new budget and forecast features and legacy budget or forecasts you created in the past.

Add budgets and forecasts to Ledgers in both the standard Ledger and Build Ledger to create more comprehensive comparisons across financial and non-financial data, such as Connections.

Last, but certainly not least, you can add any of the aforementioned features to a report pack and include the comparisons to forecasts or budgets that you have built. You can also download your budget or forecast to PDF from within the feature.

The integration of Budgets and Forecasts across other Syft features is the next step in our dramatic overhaul of these beloved features. By giving you the ability to compare actuals to your budgets or forecasts, get an electrifying real-time pulse on your business's trajectory.