New feature: AI Commentary by Syft
Our Executive Summary is one of our most famous features. In a discussion about his experience of Syft, Andrew Seguin, the Founder of Seguin Financial, in Cornwall, Ontario, said:
“The automated financial reports coming out of Syft that provide the Executive Summary have been a godsend for us."
Today, we've introduced a more powerful, optimizable, AI-powered version of our Executive Summary – AI Commentary. Read on for all the details.
When you create a template in your Executive Summary, you have the following options according to your report type:
For reusable report templates: you can include the chart of accounts and standard categories; and
For entity-specific report templates: you can include everything from chart of accounts and layouts to KPIs. And you can select multiple entities simultaneously.
Pro tip 💡: You can also choose between landscape or portrait mode.
When adding content to your report, select the "Summary" option. You will then see that you have three options to choose from. Let's break each of these down:
AI Templates: preset templates which guide you on what to add as comments to your report. This will insert the number of templates that corresponds with the number of entities you are reporting on.
Start from scratch: select AI commentary and build out your own commentary including specific date ranges, templates, bolding, italics, underlining, headings, bullet points, and tables.
Exec Summ (Legacy): this is our original executive summary.
When starting from scratch, you can insert a template or use the @ sign to mention accounts, totals, or even entity names. To insert a template, click "Insert template". Your options will change according to the selected entity.
Note 📝: You need to click twice on your data to see the options for period selection.
If you are on the Enterprise+ plan, you will be able to insert tables and edit everything about them, from the layout, color and borders to the contents and whether there are bullet points or numbers.
You can also expand the table to full-screen while you work on it, and insert multiple periods and prior data ranges into your table. To delete the table, press command/control A, or remove the rows.
Our new AI Commentary feature provides you with more in-depth and modifiable summaries that are fully dynamic. This is great for financial disclosure and customer-related information, as well as for adding accounting policies and notes. It's never been easier to generate report commentary. Try our new, super-customizable feature today!
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