Case Study: Rae & Associates saves time and empowers clients with Syft Analytics

How Rae & Associates uses Syft and other software to partner with their clients

Rae & Associates is a family-run accounting practice that sought to move beyond traditional bookkeeping to offer more strategic, advisory services to its small and medium-sized business clients. Their challenge was that the management reports they generated were difficult for clients to understand, leading to a lack of engagement with their financial data. They turned to Syft Analytics to solve this reporting and communication hurdle.

By implementing Syft, Rae & Associates transformed its reporting with clear visualizations and AI-powered commentary, making complex financial data instantly understandable for business owners. The solution from Syft saved the accounting team significant time in preparing reports and empowered their clients to actively engage with their own KPIs and data. The measurable result was a dramatic improvement in client relationships and understanding, with the firm saving approximately 60% of its time after moving to cloud-based tools like Syft.

Rae & Associates

Lauren du Plooy

Chief Operation Officer