FreeAgent: Unlock client insights with Syft integration launch image

FreeAgent: Unlock client insights with Syft integration launch

FreeAgent has launched a new integration with Syft

Posted byFreeAgent
onTuesday, 14 November 2023

Earlier this year, FreeAgent launched a powerful integration with Syft Analytics, an analytics tool for practices. Syft uses transaction-level data to provide real-time insights into clients' financial performance, facilitating proactive discussions.

Unlock Insights: Customisable reports offer quick insights into clients' financial health. Share these directly with clients, enhancing collaboration with comments or videos.

Consolidate Data: Syft consolidates clients' financial performance across different software providers, offering a unified view for informed conversations.

“Syft Analytics has been a game-changer for Danbro. The software integrates seamlessly with FreeAgent and all major accounting software providers, and has made accessing valuable data effortless.

Having all our clients on one dashboard has enabled us to get a better insight into our clients’ financial health, and with visual dashboards we can present meaningful data to our clients more clearly.

The ease of use and depth of data has truly revolutionised the level of advisory services we are able to provide to our clients.”

Neil Ormesher, Managing Director of Danbro Accounting

Drive Revenue: Syft, alongside FreeAgent, saves time on data interpretation, allowing practices to serve more clients and diversify services. Practices can introduce new revenue streams with additional analysis options.

“Allowing clients to look at this kind of data really demonstrates the value of an accountant or bookkeeper and how important they can be to a business in making good financial decisions. This is a great tool whether you’re a new business or an established practice looking to add that additional layer of value.”

Gem Malek, FreeAgent’s Practice Partnerships Consultant

Existing Syft users who are FreeAgent Partners can connect their accounts. Watch the video.

Learn more from the recent webinar with FreeAgent and Syft

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