Who and when
- Who: every Symfio user, especially new users and company administrators.
- When: during the first setup, when you cannot find something, or when a statement shows unexpected numbers.
- Data sources: the Symfio documentation (Conrad searches it automatically) and Symfio accounting (settings, mapping, your companies’ data).
- Result: a procedure for your company in 30–80 seconds, with links to the guides.
How-to questions
Ask how to do something in the app. Name the company and the goal; Conrad adapts the procedure to your situation (e.g. it checks you have access to the company and recommends suitable settings).
How do I create a 2027 income statement budget for Karlínfornia Property in Symfio? Describe the steps in the app and what to watch out for.
- Context: company, currency and a note that Conrad created nothing.
- Steps in the app with the recommended dimension structure.
- Common mistakes taken from the documentation (billing, saving, pasting from Excel, statement delay).
- Links to detailed guides in the Symfio documentation.
Troubleshooting on your data
When something does not add up, describe what you see and ask for both the cause and the fix. Conrad combines the documentation with your company’s settings.
Why do I see an Unassigned expenses row in the Income statement of Karlínfornia Republic a.s. (holding)? Find the cause in our data and tell me how to fix it in the app.
- Conclusion: incomplete income statement mapping. Conrad also says what it could not verify from the data.
- The specific account and missing field. The fix in the app and links to guides follow below.
Tip: if Conrad suggests a fix (e.g. mapping), ask it to prepare the change right away. It shows a Change confirmation card for you to approve (see Data quality check and mapping fix).
More example questions
How do I connect Stripe to Conrad and what will it see?Why does my colleague not see Karlínfornia Slovakia in the statements?How do I set the closed period in a plan and why does my colleague see a different one?Where do I find the journal entries behind an amount in the balance sheet?How do I create a skill for the monthly commentary so the whole team can use it?
Things to keep in mind
- Conrad explains, it does not create. How-to questions get a procedure; Conrad does not create plans, companies or users itself. It changes data only through an approved Change confirmation card.
- It answers from the documentation. If a feature is not documented yet, verify the procedure in the app or with support. Links in the answer lead to the documentation on symfio.app.
- Permissions apply. For data problems it sees only companies you have access to. If the cause lies in settings managed by an administrator, Conrad says so.