Case Study: Conduit Bookkeeping achieves faster advisory reporting and clearer client insights with Syft Analytics

Growing Successful Kiwi Businesses with Conduit Bookkeeping and Syft

Conduit Bookkeeping, a bookkeeping practice in Paihia, New Zealand, faced the challenge of its growing clientele demanding more sophisticated, easy-to-understand visual reports. Their clients, particularly tradespeople, outgrew basic numeric reports, and manually creating graphical representations in Excel was unsustainable. To meet this need, they turned to the Syft Analytics software.

Syft provided a solution that automated the creation of highly visual and professional management reports, including financial health summaries, cash flow forecasts, and budgets. This saved Conduit Bookkeeping significant time, allowing founder Rachel Paterson to move into a more profitable advisory role. The Syft reports were so impactful that they were accepted by financial institutions for funding applications, enhanced the firm's reputation, and created a new revenue stream through value-added services.

Conduit Bookkeeping

Rachel Paterson

Founder