I also found that it makes all reports look beautiful and professional and I love the additional insights, like the forecasting and KPI's. Once it's setup it's pretty easy to use.

Haven not worked on the program long enough to have any dislikes at this point.

The reports look very professional and the arrow indicator of increase or decrease on most reports is especially appreciated.

INTUITIVE NAVIGATION/CUSTOMIZATIONVALUE =ADDED DATA VISUALIZATION - COMPELLING GRAPHICSINTERACTIVE/CONNECTED, DYNAMICPRODUCT SUPPORT TEAM - AMAZING.

The software is very user friendly and saves time, it allows allows users/accountants to consolidate with ease and effectiveness.

Not used that much to be able to write a review the reports but struggled to customise reports.

My clients are very happy with the management reports that I send to them each month as they are professional and easy to read. I do recommend it for any type and size of an entity.

Everything you need is one one software. Syft is a great tool, very user friendly and lots of amazing integrations, the mobile app is no different, makes my work a hole lot easier on the go.

Syft should allow for more data manipulation eg journals or re-allocating of items at report level.

So far nothing because whenever we have a problem it is always fixed straight away.

The end result is not only easy to obtain, but it looks very good too. Definitely changed our monthly reporting for the better.

Other than that, I have been impressed with the KPI's and forecasting. It makes presenting financial reports engaging and fun.

I love the fact that it connects directly to our cloud accounting software and takes a great deal of time out of preparing monthly management reports for our clients.

Simple platform to use for reports. Impressive visualizations.

The overall experience is great and I am very happy we came accross Syft.

How easy the product is to use and the pricing.

Honestly, I love the visual appeal the most, the reports are pleasant to look at and I also love the amount of customization that you can do with the reports.

The software is user friendly and very easy to use.

While I'm customizing reports in Syft I sometimes find things that need to be recategorized within QuickBooks, so I'll login to QuickBooks and quickly make that change.

The refresh data feature is very slow and often gets stuck, requiring a page refresh but this just slows things down a bit, it doesn't make it unusable.

The Software is easily accessible. Easy to understand and very user friendly.

Extremely user friendly and visually pleasing.

I absolutely love using Syft, it's such a great product and makes my life much easier.

This app is amazing and understandable also it's easy to use.

My experience with the liniment time of the day was so far excellent.

The amount of time this software saves alone makes it worth buying. It is easy to use and Syft has amazing support staff.

The integration with online packages such as Sage Online and Xero is helpful. I also enjoy the function of being able to schedule the emailing of reports.

Beautiful Reports for Every Business & Great Tool for Combining Multi-Companies.

One of the frustrating features is that you cannot refresh multiple companies at the same time. It is not possible to import budgets in Syft.

The presentation of financial data is precise and the graphics are wonderful.

We paid a yearly subscription fee which included the Syft audit function, however a few months in we were told to pay additionally for this function.

It is easy and intuitive to use, they listen to my suggestions in terms of new functionality, and their customer service is great (easy to get hold of, very friendly and professional).

Okay for basic analysis but appears to be limited in functionality.

Assisted me in making financial reporting to my clients fun and informative and allowing me more time to strategise than to be bogged down with the number crunching.

Easy to navigate the app, very affordable price for a top quality software.

I like the capability to link with multiple accounting packages. Its great that when you make a suggestion that the Syft team implements the suggestions.

After using it for a few years now we can't imagine not using it. The single cost for unlimited companies is an excellent value for us as an accounting firm as we use it for all of our clients.

It connect easily to Quickbooks so we can fast and easily compare the reality to what we budget and forecast. The price is simply the best on the market for that quality of the product.

I love this product as it is so easy to use and allows for optimal management reporting to clients if the cloud accounting systems are correctly set up and bookkeeping is done very accurately.

Easy to understand outputs. Seamless sing up process and integration.

Excellent product with a lot of features for ease of use.

The support staff were very friendly and really helpful. They helped me solve my queries in such a short time.

We like that we can see at a glance on our dashboard what work we have assigned to us as it comes in and the appropriate staff check in the projects.

The staff are very helpful and always timely. The Invoice creation process was smooth and saved me a lot of time.

In viewing the project history, it is hard for me to follow the steps as the go from step to step.

This saves a lot of time and gives increased visibility into past billing. It still integrates with QBO and the invoices go in there.

I love having a centralized location for all my daily, monthly, and qtrly tasks. We can then break them down even further by different locations/departments.

Integration to our business was a pretty smooth process. Didn't take long to learn Firm360 because it is easy to use.

It is cost effective for small firms, and easy to use.

Nothing that I've seen yet other than the pain of changing software.

So far our experience with Firm 360 has been great.

I like the time and project tracking. It is very helpful with keeping up with the progress of the projects I am working with and I receive notices if additional info has been added to a project.

I love how everything is situated in one program. Its nice to have everything at my fingertips.

I haven't found anything that I don't like about this system yet.

This software is helping our employees know what they need to do and to stay on track and meet deadlines. It is helping our client data stay up to date and easily accessible to the whole firm.

Its a great tool that is easy to learn and navigate, and houses everything i need to run the work of my accounting practice.

One thing that I find I'm missing is the email function to be able to send and reply to emails.

Great tool for multi users to keep track of project management. Great utilization for clients portal and all staff to have access to help clients.

The addition of contacts to multiple clients can get messy. You have to know that a contact has been setup in order to access for another client.

The most difficult thing is having to change how you run your practice to incorporate the program.

I haven't found anything that I don't like about this software.

This product is very user friendly and easy to use. I love the project function of it and being able to keep up with tasks that need to be completed.

Great onboarding, customer service response is terrific, easy to use.

With the client numbering system, the clients are in no particular order so it makes my OCD go nuts when looking at the client list.

We're getting organized and everything straightened out like a big firm which will allow us to grow at a much faster pace with more control.

Our firm is still in the process of setting up our projects, but for what we have done, it is wonderful to have some organization for the company.

I like that you can navigate from place to place with links on the page.

The sync to QBO feature makes Firm 360 very easy to use for updating client data, adding new clients, and most especially billing.

Firm360 is very easy to use and often customizable to our firm. Software suggestions were always welcomed and often implemented.

I joined the team only a week ago and so far, I am very impressed. The software is extremely easy to navigate and is designed specifically for our accounting purposes.

Firm360 is pretty intuitive and highly customizable.

It allows you to use time and billing, project management, document management, A/R management and client management all on one platform. It is truly a time saver and is very cost effective.

Love the program, love the team that is always responsive and take feedback into consideration for making their program better.

The software is very easy to use and did not take a lot of time to learn.

My team enjoys how easy it is to use, and the project management features crucial to how my Firm functions each day. Time entry is easy, and forecasting work is a breeze.

And their customer support team is amazing. We ask for tweaks or adjustments, and the same day we get a response.

Firm360 is a great product because it provides you the features you need without adding so many options that the product becomes bloated and not user friendly.

We looked at many other similar products but they were either very costly or a lot of work to load data/ roll out/ learn. Firm 360 is the perfect solution.

The time tracking by projected is great, and I love the ability to customize projects and tasks for specific clients without having to go back to Customer Service for help.

We have struggled to have an easy to use, easy to access with 2-factor authentication, and useful firm management system.

It is easy to navigate to client information quickly. The time management feature is also great to keep up with billable hours.

I looked for months for a solution that integrated time tracking, document management, and client task management in one solution.

Very happy with this sofware. It is a huge step above what we have used in the past and it is reasonably priced and offers excellent customer support.

Documents filing system, automatic sort out system non-exiting, search criteria limitation.

US Dollar

Syft Analytics is the award-winning interactive & collaborative financial reporting tool. From simple reports through to integrated forecasts, businesses use Syft to create, collaborate and explore beautiful financial reports. Syft seamlessly integrates with Xero, QuickBooks Online, Sage Business, Excel and Google Sheets, as well as Stripe, Square and Shopify, to transform your accounting and e-commerce data into actionable graphs, reports, and insights.

Get peace of mind with access to our Security Center and SOC 2 Type I and Type II accreditations. Upskill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus.



LongDescription

Forecasting

Customizable Reports

Cash Flow Management

Consolidation/Roll-Up

Multi-Currency

Multi-Company

Budgeting/Forecasting

Visual Analytics

Data Visualization

Cash Management

Audit Management

Income & Balance Sheet

Reporting/Analytics

Profit/Loss Statement

General Ledger

Real-Time Analytics

Financial Analysis

Dashboard Creation

Real Time Data

Third-Party Integrations

Scheduled/Automated Reports

Collaboration Tools

Data Import/Export

Customizable Templates

Real Time Reporting

Financial Reporting

Single Sign On

Sales Reports

Performance Metrics

Data Connectors

Reporting & Statistics

Predictive Analytics

Customizable Branding

Customizable Dashboard

Summary Reports

Bank Reconciliation

Financial Management

Projections

Sales Trend Analysis

Accounting

Role-Based Permissions

Multiple Data Sources

Accounting Integration

Trend Analysis

Search/Filter

Audit Trail

Ad hoc Reporting

Access Controls/Permissions

Scenario Planning

Real-Time Updates

Interactive Reports

"What If" Scenarios

Usage Tracking/Analytics

Drag & Drop

Nonprofits

For Accountants

Multi-Location

Mobile Access

Fixed Asset Management

Accounts Payable

Expense Tracking

Accounts Receivable

Client Management

Data Management

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Syft Analytics

In Person

Live Online

Webinars

Documentation

Videos

Get More Work Done With Firm360.

Streamline your practice with our all-in-one platform has everything you need to run your firm.

Some recent client results:
Banks, Gray & Crumpler - 25% productivity increase, reduced income tax return delivery process by ~100 clicks, 50% average outstanding accounts receivable balance
Peerless CFO Services - moved project tracking from spreadsheets so they could grow their team
Holloway Milikan CPAs & Advisors - was able to grow their team 50% after implementing our processes
Mark Ashman CPA - "Our processes are smoother and there’s less confusion. We’re saving time all over the place."


If you are a partner at an accounting firm in the US, and you want to streamline your processes and drastically improve team productivity, then click the link and book a call. 

On the call we will discuss your situation and see if we can help. 

My name is Brandon Gray and I have been in the accounting industry for 15 years.  Now my passion is helping other firm owners reach their full potential. 
We have hundreds of users who rely on our platform to run their firms.

Click here to learn more: https://www.myfirm360.com

File Management

Commenting/Notes

Deadline Management

Project Workflow

Employee Management

Electronic Payments

Invoice History

Status Tracking

Billable & Non-Billable Hours

Billable Items Tracking

Payment Processing

Recurring/Subscription Billing

Due Date Tracking

Time Tracking

Project Templates

Document Storage

Activity Tracking

Timer

Online Time Tracking

Charting

Progress Tracking

Task Board View

Mobile Payments

Workflow Configuration

Task Scheduling

SSL Security

Project Billing

Credit Card Processing

Invoice Management

Transaction History

Pricing can vary based on your needs. Please contact us for detailed pricing information.

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