Loading...

Thank you for your message

It has been sent successfully. If you would prefer to book a meeting right away, choose your preferred time.

Successfully sent

Your e-mail has been successfully subscribed to the newsletter

Want to know more?
Let's meet up!

What will happen after completing the questionnaire?

  1. We will contact you with an offer of dates
  2. Together, let’s take a look at how Symfio can help you and how the app works
  3. Let’s take a look at your current financial management system
  4. We will agree on the terms of cooperation and possible customization to suit your needs
  5. We will guide you through the entire implementation process

By submitting you confirm that you are aware of the processing of personal data.

Use case: Monthly commentary on results against the plan

Instead of comparing the income statement with the budget by hand and writing a commentary for management, ask Conrad for a finished commentary: a summary, an actual-versus-plan table and explanations of the largest variances.

2 min read Updated 15. 10. 2026

Who and when

  • Who: controller, CFO, finance manager.
  • When: after the monthly close, before a management meeting or investor report.
  • Data sources: Symfio accounting (income statement, income statement plan).
  • Result: a commentary ready in 1–2 minutes instead of hours of work.

Steps

  1. Make sure the company has an income statement plan and a closed month.
  2. Start a New conversation in Conrad and enter the question (template below).
  3. If the company has several plans, Conrad asks which one to use. Reply, e.g. “Use plan Plan, scenario Main.”
  4. Review the table and variances. Verify key numbers in the Income statement.

Question template

Prepare a monthly commentary on the income statement of Karlínfornia Engineering s.r.o. for August 2026 against the plan: summary in 3 sentences, table Revenue / Costs / Net profit (actual, plan, variance) and the 3 largest variances with explanation.

Conrad's commentary for August 2026 (Karlínfornia demo, answered in 81 s).
Conrad’s commentary for August 2026 (Karlínfornia demo, answered in 81 s).
  1. Sources searched.
  2. Summary: net profit CZK 1,718,100, CZK 426,800 above plan; revenue above plan, costs too.
  3. Actual / plan / variance table.

Turn it into a skill: save the prompt as a skill monthly-commentary with a fixed structure; every month you then only type the company and period.

Use case: In-app support and how-to guidanceConrad can also act as support for working with Symfio. It explains how to do something in the app, warns about common mistakes and links to the relevant guides in the documentation. For problems it… Use case: Data quality check and mapping fixBefore the close or a management report, let Conrad go through the accounting data and mapping: it finds unmapped accounts, accounts classified against their name, missing recurring entries and… Use case: Overdue receivables and their cash flow impactConrad ranks customers with overdue invoices by urgency, suggests the next step for each and calculates what collecting the largest receivables would do to cash.

Request quote for clear insights

Act now