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A budget for 20 companies up to 80 percent faster

04 / 03 / 2026

How a development group uses income statement planning in Symfio to build its budget and run regular review sessions on the data – without Excel and without manual preparation. 

20 
companies in the group 		80 % 
time saved 		8 days 
instead of 40 		12× 
reviews a year 
ABOUT THE CLIENT 
20 entities, a finance team of 10 
A group in real estate development, building management and facility management. 
Each company has its own chart of accounts, different cost centres and a specific mix of revenue and costs. 		THE CHALLENGE 
40 days a year in Excel 
Every year the finance team spent 40 working days preparing budgets in dozens of Excel files. 
Consolidation, sharing, comparison with actuals – all manual. Reviews? Once a quarter at most. 

“Preparing the budget in Excel was an annual nightmare. 20 companies, 20 files, dozens of hours of consolidation. And when I wanted to do a monthly review, I had to start from scratch.” Group CFO

THE SOLUTION: 4 STEPS TO 80% SAVINGS 

  1  Create a plan in 2 minutes 

Type (Budget/Forecast), period, dimensions – PL Type, cost centre, project. One click for the whole group. 

  2  Fill the plan with numbers 

A clear table with the income statement structure. Planning by month, all in one place. 

  3  Automatic comparison 

Once the accounting data is loaded, Symfio shows actuals next to the plan. Colour-coded deviations instantly. 

  4  Monthly review sessions 

Just open the plan and tick “Compare with actuals”. No preparation, no Excel. 

 Before (Excel) With Symfio 
Time to build the budget 40 working days 8 working days 
Number of files 20+ Excel files 1 plan 
Group consolidation Manual, 5+ days Automatic 
Plan vs. actuals comparison Quarterly Monthly, real-time 
Preparing data for a review 2–3 days 0 days 
Review sessions / year 2–4× 12× (monthly) 

KEY SYMFIO FEATURES 

  • Budget and Forecast – an annual budget or a rolling forecast that can be updated during the year. 
  • Multiple dimensions – PL Type, cost centre, project, country – any structure from your accounting. 
  • Compare with actuals – actuals next to the plan in one click, with colour-coded deviations. 
  • Scenarios – Main, Optimistic, Pessimistic – switch with one click. 
  • Comments and collaboration – discussions right next to plan items, the whole team in one place. 
  • Materiality – shows only relevant deviations; small differences don’t get in the way. 

Want to plan faster? 

Try income statement planning in Symfio. Book a demo at symfio.app 

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