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SPECIFICTION
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Syft Analytics

syftanalytics.com

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Spec score 6.7 #18 of 23 in Financial Reporting Software

What it is

Syft Analytics turns accounting and connected business data into financial reports, visualizations, budgets, forecasts, and insights. Reports support sorting, filtering, comparisons, drill-down, and export to PDF, Word, or Excel, and can be shared as interactive Live View reports. Budgets can combine profit and loss, balance sheet, KPIs, and non-financial Connections data. Scenario support in the newer budget and forecast experience is available on Advanced. Syft Assist AI can generate report and visualization insights, summaries, and action items, depending on plan. Listed connections include Xero, QuickBooks Online, Sage, MYOB, FreeAgent, Sage Intacct, Stripe, Shopify, and HubSpot. Spreadsheet Link works with Microsoft Excel and Google Sheets on Standard, Plus, and Advanced. Standard includes one dashboard and P&L budgets only; Plus allows up to three dashboards and budgets; Advanced allows unlimited dashboards and budgets. The web service has a free plan and a 14-day trial, with encryption, access controls, MFA, and stated SOC 2 certification.

Spec sheet

Product
Syft Analytics is a financial reporting and data analytics tool for accountants and businesses.Read 30 Sep 2026 · help.syftanalytics.com
Intended users
Syft says accountants, bookkeepers, franchises, universities, business owners, and financial institutions use the app.Read 30 Sep 2026 · blog.syftanalytics.com
Integrations
The integrations collection lists accounting and data connections including Xero, QuickBooks Online, Sage, Stripe, MYOB, Shopify, and HubSpot.Read 30 Sep 2026 · help.syftanalytics.com
Security
Syft states that data in transit and at rest is encrypted and that it uses access controls, MFA, and security audits.Read 30 Sep 2026 · help.syftanalytics.com
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.Read 30 Sep 2026 · help.syftanalytics.com
Support
Every paid plan includes human-powered live chat, Syft Campus, and onboarding classes; Plus and Advanced practices can also access a Partner Success Manager and instant video and phone support.Read 30 Sep 2026 · help.syftanalytics.com
Accounting integrations
The integrations directory lists accounting connections including Xero, QuickBooks Online, Sage, MYOB, FreeAgent, and Sage Intacct.Read 30 Sep 2026 · help.syftanalytics.com
AI
Syft Assist AI generates report and visualization insights, summaries, and action items; availability varies by plan.Read 30 Sep 2026 · help.syftanalytics.com
Budget limits
Standard supports P&L budgets only, Plus supports up to three budgets, and Advanced allows unlimited budgets.Read 30 Sep 2026 · help.syftanalytics.com
Charity plan
Syft announced free Standard plan access for charitable organizations, including reporting, visualizations, transaction-level drill-down, and KPI and ratio analysis.Read 30 Sep 2026 · blog.syftanalytics.com
CRM integration
HubSpot CRM data can be turned into graphs, forecasts, and insights for customizable reports.Read 30 Sep 2026 · help.syftanalytics.com
E-commerce integration
Shopify data supports customer and product metrics, sales and benchmarking analysis, and reports.Read 30 Sep 2026 · help.syftanalytics.com
Forecasting
Syft’s newer budget and forecast experience supports scenarios on the Advanced plan.Read 30 Sep 2026 · help.syftanalytics.com
Plan limits
The Standard plan allows one dashboard, Plus allows up to three, and Advanced allows unlimited dashboards.Read 30 Sep 2026 · blog.syftanalytics.com
Planning
Budgets can combine profit and loss, balance sheet, KPIs, and non-financial Connections data.Read 30 Sep 2026 · help.syftanalytics.com
Refresh limit
Xero data automatically refreshes every 24 hours, and invalid authentication details can interrupt refreshes until the entity is re-authenticated.Read 30 Sep 2026 · help.syftanalytics.com
Reporting
Financial reports support sorting, filtering, drill-down, comparisons, and export to PDF, Word, or Excel.Read 30 Sep 2026 · help.syftanalytics.com
Reports
Users can create financial reports and share them as interactive, collaborative Live View reports.Read 30 Sep 2026 · blog.syftanalytics.com
Spreadsheet tools
Spreadsheet Link works with Microsoft Excel and Google Sheets and is available on Standard, Plus, and Advanced.Read 30 Sep 2026 · help.syftanalytics.com
Support hours
Live support is available 19 hours a day on weekdays and selected hours on weekends, with an AI chatbot during offline hours.Read 30 Sep 2026 · help.syftanalytics.com
Visualizations
Visualize turns financial data into customizable graphs and tables that can be added to reports or Live Views.Read 30 Sep 2026 · help.syftanalytics.com

Strong points and limits

Strong points

  • Exports reports to PDF, Word, or Excel
  • Interactive collaborative Live View reports
  • Connections include Xero, QuickBooks, Shopify, and HubSpot
  • Excel and Google Sheets spreadsheet tools
  • Free plan and 14-day trial

Limits

  • Dashboard and budget allowances vary by plan
  • Advanced scenarios require the Advanced plan
  • Xero refreshes automatically every 24 hours
  • Invalid authentication can interrupt refreshes

Who it suits

Syft Analytics is aimed at accountants, bookkeepers, franchises, universities, business owners, and financial institutions. It suits teams needing connected accounting reports, KPI analysis, budgeting, and forecasts.

Verdict

Syft Analytics covers reporting, visualization, budgeting, forecasting, and connected data analysis in a web application. Plan limits determine dashboards, budgets, scenarios, and some AI availability.

Where Specifiction places it

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