Symfio + Pohoda: Management reporting without Excel exports

Pohoda is the most widely used accounting software in Czech companies. Accountants work in it quickly and like it. The trouble starts when management wants to see the numbers differently from the chart of accounts: by cost centre, by project, for a whole group of companies or against a plan. Then come Excel exports, pivot tables and a few days of work after every month-end close.

Symfio connects directly to the Pohoda database (SQL or E1 edition) and turns your accounting data into management reporting, group consolidation and a cash flow forecast. Your accountant keeps working in Pohoda; you follow the company in your browser.

What does connecting Symfio and Pohoda give you?

Data without exports

The connector reads data straight from the Pohoda database and refreshes it automatically, typically every night. Nobody has to export reports or email files around. The connection is read-only: Symfio never writes anything into your accounting.

A management income statement instead of the chart of accounts

You map accounts to a management structure once: revenue by product or channel, direct and overhead costs, personnel costs separately. The income statement, balance sheet and cash flow statement then build themselves, and you can drill down from any figure to the source document. More on the Reporting and dashboards page.

Several Pohoda companies as one group

Groups often keep each company in a separate Pohoda database. Symfio connects them, eliminates intercompany transactions and shows the result for the whole group. Technology group Piano Group connected nine companies this way and went live in 14 days. See the Piano Group case study and the Data and consolidation page.

Plan and cash flow forecast on the same data

Compare your budget with actuals from Pohoda without retyping anything. The cash flow forecast is largely prefilled from open receivables and payables. More on the Planning and budgets and Cash flow forecast pages.

How the connection works

Symfio runs in the cloud, so there is nothing to install on your side. The technical SQL connection to Pohoda is usually done within an hour. The management part takes longer: agreeing what the management income statement should look like and setting up the mapping. The step-by-step setup is in our documentation, and reporting options on top of Pohoda are covered in Reporting on Pohoda.

Key benefits

• Time saved: reporting prepares itself, with no exports or copy-pasting.
• One version of the numbers: everyone works with the same data, straight from the books.
• Fewer errors: manual handling of data is kept to a minimum.
• A group of companies in one place: consolidation even when each company keeps its own database.

Related: All integrations · Data and consolidation · Reporting and dashboards · Cash flow forecast · Pricing