Case Study: Ad Valorem achieves transaction-level client insights with Syft Analytics

How Ad Valorem empowers clients with transaction-level insights from Syft

Ad Valorem, an accountancy firm, sought a scalable software solution to improve and streamline the creation of management accounts reports for its diverse client base. Their previous system had a difficult setup process and was time-consuming, creating bottlenecks that limited their advisory services. They turned to Syft Analytics to find a better way to generate these vital insights.

By implementing Syft, the firm gained a user-friendly platform with seamless Xero integration, enabling anyone on the team to generate pre-populated management account packs in minutes instead of hours. The solution from Syft provided crucial transaction-level detail, allowing Ad Valorem to identify the root causes of financial issues for clients. This empowered their clients to act on insights, such as noticing a decline in a key customer's spending, and ultimately saved the firm significant time, freeing up managers to provide more value-added services.

Ad Valorem

Ben Brophy

Senior Client Manager