Standard reporting, consolidation and planning come ready to use in Symfio. When your business needs more, we build it on the same data: your own statement layout, planning logic that fits how you work, or checks that watch the numbers for you. Each extension is scoped with you in advance and billed by the hour.
Features
Custom reports and statements
If your company is used to a particular income statement, it can be carried over to Symfio in full, with your own subtotals and as many margin levels as you need, from gross margin through EBITDA to profit before tax. Send us your current statement in any form, whether Excel, PDF or a screenshot, and we’ll come back with a quote and a date.
Custom dashboards can go further: 1918 Ventures, for example, tracks rent collection rates and the profitability of its property trading. Power BI reports can be embedded directly in Symfio, and income statement data is available through an API if you want to build something yourself.
Custom planning extensions
Custom automated AI checks
Automated monthly checks flag discrepancies in your management accounts before they cost money, and they can be built around how your group works.
They work alongside Conrad, Symfio’s AI controller, which sits on top of your income statement. Ask Conrad why operating margin fell or which costs are growing fastest and it answers with your numbers. It flags unusual movements in costs and revenue and explains what happened in plain language you can put straight into a management report. It works only with your verified data in Symfio and says when it isn’t sure instead of guessing.