Case Study: Practical CFO lifts reporting quality and saves time with Syft Analytics

Raising the Quality Curve with PCFO and Syft

Practical CFO (PCFO), a firm advising high-growth businesses, faced a challenge with its labor-intensive and expensive manual reporting process. Their method, which involved assembling reports using Microsoft Word, Excel, and PDF writers, was costly and prevented them from providing detailed financial packs to smaller clients. This limited their ability to offer high-quality analysis efficiently.

The Syft Analytics solution automated PCFO’s reporting, enabling the production of high-quality, automated financial packs for clients of all sizes. By using Syft, PCFO significantly reduced the cost to serve, saving an estimated two to three hours per larger client monthly. This automation allowed them to profitably serve smaller clients with valuable insights and freed up time to provide more advanced financial planning and analysis, ultimately raising the quality of service across their entire client base.

Practical CFO

Matt Topham

Director