Symfio + MS Dynamics NAV: Financial reporting from your NAV data

Microsoft Dynamics NAV can hold years of accounting data. The problem for management is usually not access to the data, but getting a clear financial view without spending hours preparing reports. Symfio connects to the data and turns it into management reporting, cash flow and planning. The accounting process stays where it is. The management view moves into one place.

What does connecting Symfio and MS Dynamics NAV bring you?

Automatic management reporting

Relevant NAV accounting data becomes the basis for Symfio reports. You do not need to prepare the same statements manually every month.

Current results in the browser

The financial data is updated automatically, so management can check the latest available numbers without waiting for the finance team to send another report.

Cash flow and forecasts alongside actuals

Symfio combines accounting results with planning and forecasting. That makes it easier to see where the company is versus plan and what needs attention next.

Management dimensions that fit the business

Use cost centers, projects, activities and analytical accounts to look at the business in the way management actually runs it.

One methodology across the group

If different companies use NAV and other accounting systems, Symfio can bring the results together into one overview. Each company keeps its own accounting system, while management works with comparable numbers.

How the connection works

Symfio connects MS Dynamics NAV as a data source and runs in the cloud. The relevant accounting data is brought into Symfio for reporting and planning.

The implementation covers both the data connection and the managerial setup needed for useful reporting.

Key benefits for users

• Reporting without repeated Excel preparation.
• A current view of financial performance.
• Better plan versus actual analysis.
• One reporting approach for several companies.