Case Study: Proact CFO saves time and delivers better client reporting with Syft Analytics

Moving US Businesses from Reactive to Proactive with Proact CFO and Syft

Proact CFO, an outsourced CFO services provider, struggled with inefficient and time-consuming financial reporting for their diverse client base. Their team was spending excessive time manually building reports in spreadsheets like Excel and Google Sheets, which limited their capacity for higher-value advisory work. This reactive process was a significant pain point for their practice.

By implementing Syft Analytics' reporting software, Proact CFO automated and simplified their reporting. The solution's user-friendly interface allowed for quick implementation and easy adoption by staff, requiring minimal training. Key features like the Financial Health Score, KPI scorecards, and automated scheduled report delivery freed up the team's time. As a result, Syft enabled Proact CFO to shift from manual busywork to offering premium, value-added advisory services, allowing them to charge higher rates and significantly reduce client communication stress.

Proact CFO

Spencer Jones

Founder