Symfio - A symphony in financial management

Symfio brings uncompromising clarity to your financial data

Reporting, consolidation and planning on top of the accounting data your companies already have. Choose what describes you best.

Holdings and groups

Consolidated reporting for holdings and groups of companies: the whole group in one view, even when every company keeps its books elsewhere.

For holdings, family groups, developers with project companies and other groups that run several companies on different accounting systems and currencies.

Consolidation without manual spreadsheets. Intercompany eliminations, any number of ownership levels and each company in its own currency.
Different accounting systems, one view. Pohoda in one company, Helios or Business Central in another. Symfio connects them all.
From the group down to the document. Click from the consolidated statement through to the company, the journal entry and the source document itself.
A plan for every company. Budgets and forecasts per company, in its own currency, compared with actuals.

Features

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Funds

Portfolio reporting for investment funds. The performance of all portfolio companies in one place.

For private equity, venture capital and other investment funds that need regular, comparable numbers from portfolio companies without collecting files by hand.

A portfolio without collecting Excel files. Symfio reads data straight from the portfolio companies’ accounting and refreshes it every night.
Comparable numbers across companies. Every company in the same statement structure, even when it uses a different accounting system and currency.
Plan vs. actuals for every company. See deviations from budget at any time, not only in the quarterly report.
Reporting for investors. Share exactly the dashboard investors and the investment committee should see. Nothing more.

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Used, for example, by

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Growing companies

Financial management and cash flow for growing companies. A clear view of your company before you need a finance department.

For startups, e-shops, agencies and manufacturers growing faster than their back office.

Insight from the accounting you already have. Income statement, balance sheet and cash flow without your own finance department. The technical connection usually takes tens of minutes to a few hours.
A cash flow forecast with a head start. It builds on your accounting history, so most of it is filled in before you start.
Budget and plan vs. actuals. Copy the plan in from Excel; deviations are calculated automatically.
Materials for investors and the bank. Share one up-to-date dashboard instead of spreadsheets that are out of date within a week.

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Used, for example, by

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Finance teams

Automated financial reporting for finance teams. Less retyping, more time for analysis.

For controllers, finance managers and in-house accountants who build reports from exports and spreadsheets every month.

Data without exports. Symfio reads directly from your accounting or ERP system and refreshes the data every night.
Detail in a few clicks. Drill down from the income statement through the journal to the specific document.
Management views. Statements by cost centre, project, activity or company, with year-on-year comparison.
One version of the numbers for the whole company. Colleagues work with shared reports instead of spreadsheets in email. Your accountant keeps booking as usual; Symfio never writes into your accounting.

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Used, for example, by

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CFOs

Reporting and planning for CFOs, by CFOs. Time for decisions, not for maintaining spreadsheets.

For finance directors who answer to management, the board and investors and need numbers they can rely on.

Plan, forecast and actuals in one structure. Plan budgets and forecasts the same way as actuals, with scenarios and automatic variance calculation.
Reporting for management and the board. Ready-made dashboards and balance sheet metrics, or reports built to measure.
Control over access. Share one specific dashboard with an investor, the board or the bank. Two-factor sign-in, data on Microsoft Azure in the EU.
Grows with the company. Add more companies, currencies and data sources, such as CRM or timesheets (custom connection).

Features

Used, for example, by

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Deploy Symfio in days,
not months

Symfio brings uncompromising clarity to your financial data

Holdings and groups

Consolidated reporting for holdings and groups of companies: the whole group in one view, even when every company keeps its books elsewhere.

Funds

Portfolio reporting for investment funds. The performance of all portfolio companies in one place.

Growing companies

Financial management and cash flow for growing companies. A clear view of your company before you need a finance department.

Finance teams

Automated financial reporting for finance teams. Less retyping, more time for analysis.

CFOs

Reporting and planning for CFOs, by CFOs. Time for decisions, not for maintaining spreadsheets.

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