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5 articlesConrad: getting started with the AI controller
Conrad is an AI controller built into Symfio. Ask in plain language about statements, cash flow, receivables, plans and account mapping, and Conrad answers from the data loaded in Symfio. It can also…
Conrad data sources
Besides accounting data from Symfio, Conrad can draw on other systems: payment gateways, CRM, documents, project tools or meeting notes. Answers then combine accounting numbers with business context.
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 (monthly commentary, inconsistency check) without writing…
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…