We primarily use Syft for creating our P&L statements and balance sheets, allowing us to track our financials monthly and compare quarterly or yearly as needed.

We set up custom equations like gross profit, operating margin, gross margin, EBITDA, and more.

We also create KPIs to track whether our business financial performance is on the right track, comparing our actuals with both the budget we uploaded into Syft and our forecasts.

Additionally, we use other modules and features such as ledgers, P&L builder, cash manager, dashboard visualizations, and the connection module for uploading non-financial data. Review collected by and hosted on G2.com.