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4 articlesConrad: getting started with the AI controller
Conrad is the AI controller built into Symfio. You ask it in plain language about statements, cash flow and receivables, and it answers from the data loaded in Symfio. Use it when you need to quickly…
Conrad skills
Skills are saved instructions that tell Conrad how to prepare a report or analysis. Use them when you want the same type of output repeatedly (a monthly income statement commentary, an inconsistency…
Connecting Claude to the Symfio MCP server
Once connected to the Symfio MCP server, Claude can work directly with your data in Symfio: you ask in plain language and Claude retrieves the figures it needs (statements, cash flow, receivables…
Embedding a Claude artifact in Symfio
A report or dashboard you created in Claude as an artifact (for example a commented month-end close) can be displayed directly in Symfio in the Custom menu of a company. This guide describes how to…