Syft Analytics vs Xero Client Insights - Which Works Best | Future Proof Accountants

Описание: Ever wished you could see all your client data in one place?
In the first part of this video, Neha shares why that’s such a game-changer for practice owners, so DON'T SKIP it!

In this episode, Neha’s looking at the difference between Syft Analytics and Xero Client Insights. Both are powerful tools, but they shine in different ways.

✨ With Syft Analytics, you can:
• Create your own formulas and ratios
• Tick off tasks with handy checkboxes
• Pull data from more places, not just Xero
• Customise reports to suit your firm

✨ With Xero Client Insights, you get:
• A ready-to-go dashboard right in Xero HQ
• Cash balance, receivables, payables, revenue and expenses at a glance
• Gross profit and margin already worked out for you
• Industry benchmarks to see how you stack up

Both give you clarity, the real question is: which one fits your practice best?

If you’re Xero-only, Client Insights may be all you need. But if you want more integrations, custom formulas, and deeper analysis, Syft could be the way to go.

Want to see more on Syft? Watch the other episode 👇
PART 1:    • Syft Analytics is now part of Xero | Futur...  
PART 2:    • Automate Client’s Staff Onboarding for Xer...  
PART 3:    • Using Syft for File Review and Benchmarkin...  
PART 4:    • This Tool Shows All Your Clients’ Key Numb...  

💡 At Future Proof Accountants, we’re all about helping bookkeepers and accountants choose the right tools to make running a practice smoother. Whether it’s Syft Analytics for custom insights or Xero Client Insights for a quick overview, the goal is always the same, saving time and giving you clarity so you can focus on clients, not just numbers.

👉 What about you? How are you tracking and managing client data right now? Is it giving you the visibility you need, or do you feel there’s room to improve?

Share your thoughts in the comments, we’d love to hear from you!

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