Case Study: Bicknell Business Advisors saves time and improves client reporting with Syft Analytics

How BBA and Syft work together to transform data and delight clients in construction

Bicknell Business Advisors (BBA), an accounting firm specializing in the property and construction industry, faced a challenge in generating clear, understandable financial reports for its clients. They needed a way to transform complex data into accessible insights to improve client communication and provide additional value beyond standard accounting services. They turned to the reporting and analytics capabilities of Syft.

By implementing Syft, BBA gained a powerful tool for creating highly visual and intuitive report packs. The integration with their clients' Xero accounting software made data import seamless. Beyond reporting, BBA utilized Syft's Review add-on to quickly identify data errors and the Clarify tool to efficiently request corrections from clients, ensuring data quality. Syft has already saved the firm 10-15 hours per month, with an anticipated future savings of up to 40 hours a month, allowing them to focus more on high-value advisory services and maintain their personal touch with clients.

Bicknell Business Advisors

Steve Bicknell

Founder and Director