Onboarding, administration and support

It starts with a call or a meeting where we look at your situation and show you Symfio. Then we connect your accounting, map your chart of accounts and set up the group structure to your methodology. The technical connection usually takes a few hours at most. Agreeing the reporting hierarchy, categories and budget models takes more thought, and once it’s settled it applies to every company you add later.

Onboarding is billed by the time it takes, or it can be run as a managed project.

We connect your live data and build reporting on it for a period you choose, usually two to four weeks. You see your own numbers rather than a demo, and if you go ahead, the rollout carries on from there instead of starting again.

The trial is a one-off charge based on the monthly fee. See pricing.

Training for the people who work with Symfio, including finance staff who collect and categorise documents as they come in, so what reaches the accountant is complete and on time.

Send questions, bug reports or requests for help with settings to support@symfio.app. Each request becomes a ticket with a named owner, and replies usually come within hours during working hours, Monday to Friday, 9:00 to 17:00 CET.

Extended support hours are also available.

Symfio works best when someone in the company owns the numbers and the accountant supports using the books for decisions. We can also help build Symfio into your processes and your month-end close, so reporting becomes part of the monthly routine rather than a separate job.

You can have a dedicated Customer Success manager as your named contact at Symfio.

If you don’t have a CFO of your own, or need more capacity, an experienced CFO can work with your numbers in Symfio: management controlling after each close, a regular strategy meeting, analysis of what the numbers mean for your strategy, and leading finance projects. The scope can change at any time, and the work starts once your data is connected.

Bookkeeping and tax processing can be arranged through Symfio as well, with the accounting connected to Symfio from the start. That covers automatic import of issued and received invoices, digital processing of the accounts, monthly VAT filings and payroll-related work.