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Advisory-first lens: We translate numbers into decisions, not just dashboards.
Detail oriented: We can help you understand why the data might be off, and help you to fix it.
Scalable governance: Practice-wide oversight to spot risks, surface opportunities, and standardise quality.
Confused about Syft Analytics?
RSM has a full-service consulting solution to help you make the most out of the platform.
The shiny graphs and charts on the landing page of the Syft
Analytics website make it seem easy to set up and configure the product.
However, once you’re in and have linked up your data, navigating through all the product features and getting the system configured to your exact reporting needs can be daunting.
RSM helps you choose the right Syft Analytics plan, set it up properly with Xero and any other custom data you may need to bring in, and turn it into a living source of advisory insight. Spend less time wrestling spreadsheets and more time making better decisions.
What you get with our Syft Analytics implementation packages
Platform selection
We assess your goals, data maturity and reporting needs to recommend the right Syft tier and add-ons
We will tell you if the platform is not right for you, and help you decide on the best platform or next steps to meet your needs.
Implementation done right
We connect Syft to clean, reconciled Xero data at transaction level, enabling reliable drill-downs and trend analysis.
Configuration for insight
We design KPI scorecards, dashboards, and report packs tailored to your board, managers and frontline teams.
Automation and alerts
We set up live, interactive reports, scheduled sends, and rules-based alerts so leaders see what matters when it matters.
Enablement and change
We train your team, document workflows, and embed governance so your insights stay accurate, timely and trusted.
How we turn Syft into a streamlined data-giving machine
- Data quality setup: We help you to configure Syft’s anomaly detection, review tasks, and track progress to keep your numbers accurate and audit-ready.
- Reconciled integration: Transaction-level syncing from Xero enables reliable drill-down into customers, locations and products.
- Management packs: We deploy pre-built management templates and customise narratives to tell the story behind performance.
- Interactive delivery: We move you from static PDFs to live, clickable reports and set up automated schedules for stakeholders.
- AI-powered prep: We enable AI insights for rapid financial summaries and talking points before client or board meetings.
- KPI scorecards: We define financial and non-financial KPIs, set weighting, and produce a single health metric to signal confidence or concern.
- Executive dashboards: We build visual dashboards with cards covering revenue, margins, cash, and operational drivers, shareable via secure links.
- Division and location views: We configure specific insights (e.g., store overheads as a percentage of sales) for multi-entity or multi-site complexity.
- Cash runway clarity: We implement Cash Manager for 30, 60, and 90-day forecasting to keep leaders ahead of tight spots and opportunities.
- Heads-up summaries: We set up Syft Send to deliver concise updates on sales, bank balances, and cash predictions at the right cadence.
- Benchmarking that matters: We compare performance to regional and industry peers or build internal benchmarks for sector cohorts.
- Consolidations at pace: We aggregate multiple entities for group-level reporting, removing manual consolidation headaches.
Our engagement model
We will tailor our approach depending on your requirements, which include:
- How many entities you have.
- What level of reporting is required.
- What data sources you need to consolidate.
Generally, we follow the process below:
- Discover: Understand objectives, decisions to support, stakeholders, and your data landscape.
- Design: Prioritise KPIs, benchmarks, dashboards, report cadence, and alert rules.
- Implement: Connect Xero, configure Syft modules, and migrate existing reporting where useful.
- Validate: Test data quality, reconcile key statements, and confirm stakeholder fit.
- Enable: Train teams, document playbooks, and embed governance and oversight.
- Evolve: Quarterly reviews to refine KPIs, add metrics, and scale use cases.
