Get more from Xero with Syft

Better Reporting, Better Conversations
Can’t make every session live? Register anyway and we’ll send the replays.

What you'll learn in this workshop series

Xero gives you powerful data and insights–now it’s about bringing them together into something clear, actionable, and commercially valuable.

If you’ve ever wondered:

  • what the real difference is between Xero Analytics and Syft
  • how to create reports clients can actually understand
  • how to use reporting to lead better conversations
  • how to move from “doing the books” to being seen as more strategic

This series is for you.

This isn’t just a demo–it’s a hands-on workshop series where you’ll apply what you learn to your own business and a client’s numbers, so you can use Syft with confidence in your client work.

 Across three practical sessions, we’ll explore how to:

  • get clearer visibility from the numbers already inside Xero
  • understand where Syft adds value
  • build reporting that supports better business conversations
  • feel more confident talking clients through the story behind the figures
  • use insight in a way that strengthens your role and value as a bookkeeper
Syft Workshop Series

Session 1: Understanding Syft

The value of reporting and how to use Xero Analytics and Syft to produce better insight and reporting for your clients. This session is about building your familiarity with Syft and what it can do for your clients.

Session 2: Syft for Your Business

Get to know Syft first hand by applying it to your own business. This workshop will take you through the process of building reports for a business you already know - your own.

Session 3: Syft for Advisory

Having used Syft already for your own business, you'll be ready to build reports for your client. In this practical workshop you'll reinforce your learning and confidence to build reports for any client, with plenty of time to ask questions.

Meet Your Workshop Hosts

Our expert panel brings together Zoe Whitman from The 6 Figure Bookkeeper and Kieran Lotze from Xero's Syft team.

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Zoe Whitman

Co-Founder, The 6 Figure Bookkeeper
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Kieran Lotze

Sales Leader at Syft Analytics

You'll walk away with...

Better Data Visibility

A clearer understanding of how to get more value from the data already in Xero, so you can spot what matters faster and use reporting more confidently.

Clearer Tool Understanding

A practical understanding of where Syft fits and how it differs from Xero Analytics, so you can point your clients to data they can use, and provide deeper analysis for advisory purposes. 

More Valuable Conversations

More confidence in leading valuable client conversations using insight, not just information, so you can move beyond sending reports and start using them to add more strategic value.