Symfio + Odoo: Financial reporting built on your Odoo data

Odoo brings accounting and business operations into one system. Symfio takes the financial data from Odoo and turns it into the reports, cash flow outlook and planning that management needs. The accountant keeps working in Odoo. Management gets the numbers in a format that is easier to understand and use.

What does connecting Symfio and Odoo bring you?

Automatic financial reporting

Symfio uses the accounting data from Odoo to prepare management reporting. Profit and loss, balance sheet, cash flow and other key figures are available without building the same reports again in Excel.

A current view of the company

Accounting data is updated automatically. You can check how the company is doing without waiting for a monthly report or asking someone to prepare another export.

Cash flow and planning in one place

Symfio works with actual accounting data, plans and forecasts together. You can see what has happened, what was planned and where the numbers are moving next.

Reporting for the way you run the company

Cost centers, projects, activities and analytical accounts can be categorized and tagged in Symfio. You can therefore look at profitability by the areas that matter to you without changing the way accounting is posted.

One overview for groups

If Odoo is one of several accounting systems in your group, Symfio can report the companies together using one methodology. Management can see the group as a whole and still get to the detail of each company.

How the connection works

Symfio runs in the cloud, so there is nothing to install on your side. Odoo is connected as a data source and the relevant accounting data is brought into Symfio for reporting and planning.

The technical setup is part of the implementation. We then set up the reporting structure, categorization and plans around the way you manage the company.

Key benefits for users

• Time saved: no repeated export and preparation of management reports.
• Better decisions: reports and forecasts come from accounting data.
• Fewer mistakes: less copying between systems and spreadsheets.
• One view for groups: several companies can be managed using the same methodology.