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Stuck in Excel purgatory? Syft's Implementation team can help
Stuck in Excel purgatory? Syft's Implementation team can help

Reporting doesn't need to take hours and hours, leaving you hanging in Excel limbo. Syft's team of experts can help.

Alex avatar
Written by Alex
Updated over 6 months ago

Are you considering moving your reporting or analytics to Syft? Perhaps you have a complex consolidation you've been working on in Excel and would like to automate the process, but you're worried moving over will take too much time. Our Implementation team can help.

Syft's Implementation team is comprised of Chartered Accountants (CAs) and Product Experts with a wealth of experience in moving financials into Syft and building reports just the way you like them.

Reporting doesn't need to take hours and hours, leaving you hanging in Excel limbo. With the help of our team, you can create reports in no time and automate the process to repeat each month, week, or however often you need it to and watch your data update right before your eyes.

Sound good to you? Let's see how we can help!

Implementation services 🛠️

Some of the services our team offers include:

  • Entity setup - for segments, consolidations, etc.;

  • Layouts and Chart of Accounts;

  • Visualizations, including dashboards with KPIs;

  • Other reports - including special reports;

  • Budgets;

  • Forecasts; and

  • Consolidations.

For more information, book a call with a representative from your region.

Saving time on multi-entity reporting ⏱️

Lisandra Gonzalez, Financial Controller at the non-profit organization The Transition House, approached Syft for assistance setting up reporting for six companies across 20 locations. She says, “Syft has saved me four whole days every month.” She describes the team as "very present and responsive" and appreciates how they've freed up time for her to work more within the organization.

Preparing for an audit on a global consolidation 🌍

Erin Bowling, Global Director of Accounting at renowned game company Atari, approached the Implementation team for assistance with a large, multi-currency consolidation in preparation for an external audit.

The Implementation team helped set up all the relevant consolidations and inter-company eliminations on Syft so that everything made logical accounting sense. They then used the Google Sheets Connector for more complex formulas.

In the past, the team used 15 different, unlinked workbooks on Excel. Now, the processing is much smoother and everything is connected on Syft.

“Syft has definitely helped Atari in terms of transparency – without a doubt. Because FX can be very easily tested by the auditors, there’s transparency in that.” - Erin Bowling, Global Director of Accounting at Atari

Data security 🔒

Between our dedicated team of accountants and experts and our end-to-end approach to data security, privacy, and control, you can rest assured that your data is in good hands. For more information on data security at Syft, visit our Security Center.

The bottom line 🧐

If you're interested in saving a ton of time on migrating entities to Syft, setting up your reports, or creating custom reports or forecasts, please feel free to contact us and we can discuss how best to help you in implementing Syft in your business.

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