Symfio connects the accounting data of every company in the group, adds budgets and a cash flow forecast, and the AI controller Conrad keeps an eye on the numbers. The platform is built by people who have run group finances themselves.
The problem
Where group finance teams lose time
Finance teams today spend over 80% of their time preparing numbers. Symfio takes over that work so the team has time for analysis. Read more about what financial reporting is and how it helps companies.
How it works
What Symfio is made of
Symfio has five parts. All of them work with the same data.
01Data infrastructure
Accounting, ERP, plans, forecasts and your own data in one place, reconciled and up to date. The controller works with the numbers directly, with no exporting data, writing VLOOKUPs or matching PDFs. Data and consolidation
02Metrics
Margins, debt, EBITDA and other indicators. You set up how they are calculated. Reporting and dashboards
03Planning and forecasting
Budgets and outlooks directly in Symfio, on top of current accounting data. Planning and budgets · Cash flow forecast
04Custom dashboards and data sources
When standard statements are not enough, we build custom analytics with our partners. Custom extensions
05AI controller Conrad
Answers questions about your numbers and flags inconsistencies in the data. More about Conrad
Key features
What you’ll find in Symfio
Real-time consolidation
- Map any structure across entities, countries, business models, currencies and GAAPs.
- Intercompany transactions are matched and eliminated automatically.
- Every change is reflected in the whole group’s numbers immediately.
- Adjust numbers manually in the journal, without waiting for the accountant.
Statements tailored to your needs
- Income statement, balance sheet and cash flow in one place.
- Adjusted, or compared with the plan and forecast.
- Comments on the income statement and on deviations from the plan.
- Margins, EBITDA, debt and your own indicators.
Planning and budgets
- Budgets and forecasts just a few clicks from your reporting.
- The plan builds on current accounting data.
- The whole team works in one version of the plan.
- You can plan in the currency you actually do business in.
Cash flow forecast
- A cash flow outlook built on current numbers.
- Just a few clicks from your reporting.
- Receivables and payables by entity.
Executive summary
- A management overview you can configure in detail.
- Key metrics, trends and deviations on one screen.
- Share it with owners and management straight from the app.
- Custom dashboards built on your data in Symfio.
Sharing, roles and security
- Invite colleagues and set which statements they can see.
- New sign-in with more two-factor authentication (2FA) options.
- The whole team sees the same numbers.
AI controller
Conrad, your AI controller
Conrad takes over routine checks so the team has more time for analysis. He works directly with your numbers in Symfio.
Talk to your data
Ask in plain language, for example about margin trends or a deviation from the plan. Conrad answers from your data.
He spots inconsistencies
At every month-end close he checks the management accounts and flags errors that would otherwise slip through.
Ready-made connectors
Connections to more than 20 accounting and ERP systems
Symfio connects directly to your ERP and accounting. Any other source can be added via Excel, Google Sheets, SharePoint, OneDrive or MS Access. You’ll find an overview of all connections in the article Symfio now offers more than 20 direct connections.
What’s new
What’s new in the current version of Symfio
Details about the new generation of the platform are in the article Symfio 2.0 is now live.
Instant recalculation
Any change is recalculated across the whole group immediately.
Safer sign-in
New sign-in with more 2FA options.
New design
A clearer interface with more interactive elements.
Executive summary
A redesigned overview with detailed settings and sharing.
Journal adjustments
Manual adjustments to the numbers without waiting for the accountant.
Comments on deviations
Comment on deviations from the plan or forecast directly in the income statement.
Who it’s for
For groups of companies and their finance teams
Companies
- Growing companies
- They want financial management that can handle further growth.
- Complex groups
- With dozens of entities and large volumes of financial data.
- Funds
- They need to follow the results of portfolio companies continuously.
- Holding structures
- They need an overview of the performance, assets and liabilities of the whole structure.
- ERP systems and financial institutions
- They can offer Symfio to their clients as an additional service.
People
- CFOs and controllers
- They want time for analysis instead of preparing data.
- Modern finance teams
- They work with up-to-date numbers.
- Accountants
- They want to offer their clients financial management too.
- CEOs and owners
- They want an answer now, not a PDF in two days.
- Analysts and managers
- They want to model instead of copying data.
Clients
More than 500 companies use Symfio
1918 Ventures consolidates dozens of companies into one report
How SPM standardized financial reporting for sixty companies across multiple accounting systems
How Piano Group built reporting for a group of 9 companies from day one
Effectix went from 6 months without results to working reporting in 1 day
What makes us different
Why Symfio
faster and cheaper than enterprise BI, custom solutions or Excel.
of Excel work disappears. Symfio does the exports, VLOOKUPs and manual reconciliation.
Everything in one platform
Consolidation, statements, planning, the cash flow forecast and the AI controller all work with the same data. No moving it between tools.
Built for complex structures
Any number of entities, countries, currencies and GAAPs, with automatic intercompany elimination.
Built by people from finance
Symfio is built by a team with experience in software development and in reporting and controlling at many companies. About the company
You pay only for what you use
The price depends on the number of entities and the modules you choose. See pricing
Proof of concept
Try Symfio on your own data
The proof of concept runs on your real data and usually takes two weeks.
- We’ll get in touch and arrange an introductory meeting.
- We connect your accounting data and set up the group structure.
- You work with Symfio on your own numbers.
Pricing
Pricing based on what you use
The price depends on the number of entities and the modules you choose: reporting, planning, cash flow forecast, custom dashboards and connectors. Users are included.
We provide onboarding, data mapping, custom reports, training and ad-hoc analytics as a service.
Before you get in touch
FAQ
Who is Symfio for?
For growing companies, groups with dozens of entities, funds and holdings. Users include CFOs, controllers, accountants, analysts and business owners.
How quickly does Symfio connect to our accounting?
Symfio has ready-made connectors for more than 20 accounting and ERP systems, including Pohoda, ABRA Flexi, Money and Helios. Any other source can be connected via Excel.
What exactly does the AI controller Conrad do?
Conrad answers questions about your numbers in plain language. At every close he checks the management accounts and flags errors.
Can Symfio handle multiple currencies and accounting standards?
Yes. You map the structure across entities, countries, business models, currencies and GAAPs. Intercompany transactions are matched and eliminated automatically. You can plan in the currency you actually do business in.
Can we try Symfio first?
Yes. We offer a proof of concept on your real data, usually for two weeks. Write to us and we’ll agree on a start.