Symfio connects the accounting of every company in your group and keeps the consolidated numbers up to date every day. You decide whether to stop at actuals or add a plan, a forecast and someone to work through the numbers with you.
- entities in one group
- 1–100+
- connected accounting systems
- 20+
- data refresh
- Daily
Overview
See what happened.
Numbers for one entity or the whole consolidated group, refreshed daily. Click through any figure to the document behind it.
Base tier
- Income statement, balance sheet and cash flow statement for each company, a holding, a fund or the whole group
- Drill down from statements to the journal and the source document
- Receivables and payables calendar
- Connections to your accounting systems, several at once if needed
- Manual entries module for consolidation reclassifications and adjustments
- Management dimensions: cost centres, projects, activities
- Automatic daily data refresh
- Support during business hours
Available as paid add-ons
- Custom reports and statements
- User training
Planning
Most popularSee what’s coming.
Budgeting and cash flow forecasting join your reporting, so you decide on the outlook rather than last month’s numbers.
Everything in Overview
- Plan module: budget, plan vs. actuals, scenarios
- Cash Flow module: forecast and available cash
- Forecast linked to payables and receivables
- Debt load and cash runway
- Planning by management dimension
- Rolling forecast
- Your own data sources for planning
Available as paid add-ons
- Custom planning extensions
- Contractual uptime SLA
Management
You’re not on your own with the numbers.
We build Symfio into your processes, Conrad helps with controlling, and an outsourced CFO adds the capacity you’re missing.
Everything in Overview and Planning
- Conrad, an AI controller that watches your data and helps with controlling from Q4 2026
- Dedicated Customer Success manager
Available as paid add-ons
- Custom automated AI checks
- Outsourced CFO for extra capacity
- Embedding Symfio in your processes and close cycle
Start straight away with a Proof of Concept trial
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, not a demo, and the rollout carries on from there instead of starting over. Trials are available on every tier.
What each tier includes
Every tier includes full reporting and consolidation. We don’t hold features back from the lower tiers to push you up. Higher tiers add forward-looking work, and then work we take off your hands.
- included
- Add-onavailable at extra cost
- not available on this tier
| Feature | Overview | Planning | Management |
|---|---|---|---|
| Data and consolidationThe same on every tier. Everything else is built on this. | |||
| Connector to your accounting or ERP system | Included | Included | Included |
| Several accounting systems in one group | Included | Included | Included |
| Automatic daily data refresh | Included | Included | Included |
| Unified group chart of accounts and mapping | Included | Included | Included |
| Consolidated statements for the whole group | Included | Included | Included |
| Multiple currencies and FX conversion | Included | Included | Included |
| Intercompany eliminations | Included | Included | Included |
| Manual entries module for consolidation reclassifications and adjustments | Included | Included | Included |
| Connector to a non-standard system | Add-on | Add-on | Add-on |
| Groups spanning several countries | Add-on | Add-on | Add-on |
| Ownership stakes and minority interests | Add-on | Add-on | Add-on |
| Accounting standards and methodology setup (IFRS and others) | Add-on | Add-on | Add-on |
| Reporting and dashboardsWhat you see and how far you can drill down | |||
| Income statement, balance sheet and cash flow statement for a company, holding, fund or the whole group | Included | Included | Included |
| Drill down from statements to the journal and the source document | Included | Included | Included |
| Invoices and open items | Included | Included | Included |
| Receivables and payables calendar | Included | Included | Included |
| Management dimensions: cost centres, projects, activities | Included | Included | Included |
| Standard dashboards and KPI overviews | Included | Included | Included |
| Export to Excel and PDF | Included | Included | Included |
| Report sharing and user roles | Included | Included | Included |
| Planning and budgetsThe Plan module comes as a whole, from the Planning tier up | |||
| Annual budget and plan vs. actuals | Not available on this tier | Included | Included |
| Planning by management dimension | Not available on this tier | Included | Included |
| Plan versions and scenarios | Not available on this tier | Included | Included |
| Rolling forecast | Not available on this tier | Included | Included |
| Your own data sources for planning (non-financial and operational data) | Not available on this tier | Included | Included |
| Cash flow forecastThe Cash Flow module comes as a whole, from the Planning tier up | |||
| Direct cash flow forecast | Not available on this tier | Included | Included |
| Linked to payables and receivables | Not available on this tier | Included | Included |
| Available cash, debt load and cash runway | Not available on this tier | Included | Included |
| Search across forecast items | Not available on this tier | Included | Included |
| Rules that prefill items automatically | Not available on this tier | Add-on | Add-on |
| Custom extensionsBilled by the hour, depending on scope. Each tier gives access to a different type. | |||
| Custom reports and statements | Add-on | Add-on | Add-on |
| Custom planning extensions | Not available on this tier | Add-on | Add-on |
| Custom automated AI checks | Not available on this tier | Not available on this tier | Add-on |
| Onboarding, administration and supportHow much work stays with you and how much we take on | |||
| Onboarding and setup | hourly | hourly | managed project |
| Managerial reporting setup | hourly | hourly | managed project |
| Trial on your own data | Add-on | Add-on | Add-on |
| User training / workshop | Add-on | Add-on | Add-on |
| Embedding Symfio in your processes and close cycle | Not available on this tier | Not available on this tier | Add-on |
| Dedicated Customer Success manager | Not available on this tier | Not available on this tier | Included |
| CFO services | Not available on this tier | Add-on | Add-on |
| Accounting and tax services | Add-on | Add-on | Add-on |
| Hosting and securityWhere your data lives and who can get to it | |||
| Hosted on Microsoft Azure, data stored in the EU | Included | Included | Included |
| Access and user role management | Included | Included | Included |
| GDPR, NIS2, CRA and EU AI Act documentation | Included | Included | Included |
| Contractual uptime SLA | Not available on this tier | Add-on | Add-on |
Before you get in touch
How do I know which tier is right for us?
It depends on where your work with the numbers stops today. If you mainly need to know how the group performed, Overview is enough. If you put budgets together and keep an eye on whether the cash will last, go for Planning. And if you need to work with the numbers and turn them into decisions but don’t have the people for it, Management makes sense.
Does the tier depend on how many companies are in the group?
No. Entities are charged at the same rate on all three tiers. A holding with five companies can choose Management, and a group with fifty can stay on Overview without missing out. Reporting and consolidation are complete on every tier.
How is the price calculated?
It starts with a monthly fee based on your group’s turnover, plus the number of entities and the tier you choose. One-off items are charged separately, usually onboarding and, if you need one, a custom connector. You get an itemised quote, not a single number.
Can we change the tier or the number of entities later?
Yes. Both can change at any point, and the change shows up on your next invoice. Moving up doesn’t mean a new rollout, just an extended configuration. You can move down too, for example once budgeting season is over.
How does the trial work?
We connect your live data and build reporting on it for a period you choose, usually two to four weeks. You see real output on your own numbers rather than a demo, and the rollout picks up from there instead of starting from scratch. It’s a one-off charge based on the monthly fee.
Can you build reports and statements to our methodology?
Yes. We set up the chart of accounts mapping, a management P&L that follows your structure, and your own dashboards. We agree the scope up front, and the setup is billed at an hourly rate.
What if we don’t have our own CFO?
Software is one part of the job. Working with the numbers is the other. We also offer CFO services and accounting or tax services, either as short-term help during rollout or as a long-term arrangement.