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1Adding a companyA company is the basic unit in Symfio – data sources are connected to a company, account categorization is set up per company and users are added per company. This article explains how to create a…
2Data sources and connectors overviewData sources are where Symfio gets the accounting data of each company – from an accounting system through a connector, or from an Excel file. This article explains how the Data sources tab works…
3Mapping accounting data for the income statement and cash flowUnder Categorization › Mappings you assign accounting items the structure in which they appear in the Income statement, the Balance sheet and the Cash flow statement. Mapping links an account (and…
4Working with statements: filters, periods, hierarchy and exportThe Income statement, Balance sheet and Cash flow statement share the same toolbar and the same table. Once you have learned to work with one statement, you know all three. This article covers…
Topics
32 articlesGetting started
First steps: creating a company, users, subscription and finding your way around the app.
Data sources & connectors
Connecting your accounting through connectors, Excel import, external plan sources and checking loaded data.
Categorization & mapping
Categories, lists and account mapping – the foundation of the income statement, balance sheet and cash flow.
Reports & statements
Executive summary, financial statements, receivables and payables, custom reports and comments.
Planning
Income statement plans and cash flow forecasts.
Conrad – AI controller
Conrad, the AI controller, its skills, and connecting Claude via MCP and artifacts.
Most read guides
Application overview and navigationThis article walks you through the layout of the Symfio application at go.symfio.app: what you find in the left menu, what the icons in the page header do, and where the administration pages are.…
Getting started
Adding a companyA company is the basic unit in Symfio – data sources are connected to a company, account categorization is set up per company and users are added per company. This article explains how to create a…
Getting started
Company settingsOn the Settings tab of the company detail you define how Symfio reads the accounting data of that company: which account classes count as revenue and expenses, from which date data is processed…
Getting started
Managing users and rolesOn the Users tab of the company detail you invite colleagues to Symfio, assign them a role and decide which reports and administration pages of that company they can see. Use this article when a new…
Getting started
SubscriptionA subscription is the top-level unit in Symfio that groups the companies and users of one customer. This article explains what a subscription is for, where to find it and how it relates to the…
Getting started
Data sources and connectors overviewData sources are where Symfio gets the accounting data of each company – from an accounting system through a connector, or from an Excel file. This article explains how the Data sources tab works…
Data sources & connectors
Importing accounting data from ExcelImporting from Excel is the fastest way to get accounting data into Symfio when your accounting system has no connector yet or when you want to load historical data. You prepare one file with the…
Data sources & connectors
ABRA Flexi data connectorThe ABRA Flexi API connector links the ABRA Flexi accounting system (formerly FlexiBee) with Symfio. Once connected, accounting data is pulled automatically and is available for reporting and…
Data sources & connectors
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Write to our Customer Success team at support@symfio.app or ask Conrad directly in the app.