Financial reporting in most companies starts with an export. Someone in accounting clicks, saves a file and sends it on. That step repeats every month, and every repetition is a chance for an error.
Symfio connects directly to the data source and pulls the data itself. Your accountant doesn’t need to know about it, and you don’t have to wait until it suits her.
Accounting systems we connect to
We have direct connectors for Intuit QuickBooks, Pohoda, Helios, ABRA Flexi, Money S3 and many more. Beyond traditional accounting systems, Symfio can also connect databases, APIs and storage.
Your system isn’t on the list? We can connect to any accounting software that has an API or keeps its data on an SQL server.
If we don’t support your system yet
For any software that can export to Excel, you can upload data from a spreadsheet. Just map the columns to our required structure and carry on working just like companies with a direct connection.
And if you think we should support your system, write to us at support@symfio.app and we’ll look into it. We expand the list of connectors based on what customers ask for.
How often the data is refreshed
In every mode, the data is refreshed automatically every night. For selected modes, data sources can also be refreshed more often.
How long a refresh takes depends on the volume of data in the reporting unit. It usually takes a few seconds to a few minutes.
You can handle account mapping yourself
Assigning accounts to reporting categories is the foundation of all reporting. We keep a straightforward method: one account maps to one category, and one cost centre to one category. That keeps the logic transparent for everyone involved in the finance process.
We have simplified editing to three steps: export, edit in Excel, import back. It takes minutes.
In Symfio 2.0, the result of a mapping change also shows up immediately. You don’t have to wait for the overnight recalculation to see whether the change is right.
New accounts go where you decide
When a new account appeared in the books, you used to have to remember it and add it to the mapping by hand. Whoever forgot found out only in the report.
Now you set in advance where Symfio should put new accounts. Your report won’t stop working because of one new item.
Other data sources
Accounting is the foundation, but it doesn’t have to be the only source. You can connect spreadsheets and files in Excel, Google Sheets, Airtable, SharePoint, OneDrive or MS Access to Symfio.
You can connect practically any other source, such as timesheets, project management or your own server. We handle these connections individually, depending on the client’s situation.
FAQ
Will our accountant support this?
Simply put, there are two types of accountants. Some support using accounting data for reporting; others meet the legal obligation of the annual accounts and leave it at that. If you are not sure, write to us at support@symfio.app, ideally with your company ID and your accountant’s contact details. We’ll get in touch with her and let you know whether working in the Symfio way will suit her.
Can we have several accounting systems at the same time?
Yes. In groups where each company was founded or acquired at a different time, it is more the rule than the exception.
What does the connection look like technically?
The solution is cloud-based and needs no installation or extra hardware. The connection is purely software-based.