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  1. We will get in touch with a meeting date.
  2. We will discuss where we can help and show you a demo of how it would work.
  3. We will guide you through onboarding and set everything up for professional financial management.

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Your own income statement in Symfio

Create an income statement that follows the exact structure of your business

Why have your own income statement set up?

Most companies have an income statement they are used to – whether in Excel, in a report from their accountant or in an internal system. The problem is that someone has to put these statements together, retype and check them by hand regularly. In Symfio you keep exactly the income statement structure you are used to, with one fundamental difference: it is always up to date, filled in automatically and correct. No manual retyping, no copy-paste errors, no waiting for the month-end close. Your numbers are available whenever you need them – in the format you know.

From now on: if your company has any specific income statement structure, it can be fully carried over to Symfio. It doesn’t matter whether you are a SaaS company, a developer, a manufacturer or a service provider – your income statement adapts to you.

Custom subtotals and multiple margin levels

The key feature is the ability to define any subtotals. Need gross margin, operating margin (EBITDA), margin before tax and net profit – all in one income statement? No problem. Create as many margin levels as your structure requires.

Examples of simplified income statements

Below are two examples of what an income statement in Symfio can look like for different types of business:

SaaS company

LineCZK
Subscription revenue (MRR)3 200 000
Implementation revenue400 000
Total revenue3 600 000
Infrastructure costs-320 000
Support costs-210 000
Gross margin3 070 000
Development (wages + services)-1 200 000
Sales and marketing-660 000
Administration-270 000
Operating margin (EBITDA)940 000
Depreciation and amortisation-130 000
Net profit before tax810 000

Real Estate Development

LineCZK
Revenue from apartment sales112 000 000
Revenue from commercial space sales21 000 000
Total revenue133 000 000
Land purchase-16 000 000
Construction costs-74 000 000
Development margin43 000 000
Project management-5 300 000
Legal and advisory services-2 100 000
Marketing and sales-3 200 000
Margin after indirect costs32 400 000
Financing interest-4 800 000
Net profit before tax27 600 000

Highlighted rows = subtotals (margins) you define yourself.

Transaction detail – from the income statement down to the journal

In Symfio you can always drill into the detail of every transaction. From any line of the income statement, click through to the supplier or customer level and from there to an individual entry in the accounting journal. That gives you full control and transparency over every number in your report.

Income statement   →   Supplier / Customer   →   Accounting journal

How to do it? Three simple steps

1.Write to us at support@symfio.app with the subject “Custom income statement”.
2.Attach a sample of your current income statement (Excel, PDF, screenshot – anything that shows the structure and the lines you want to see in Symfio).
3.We will promptly send you a quote and a deployment date.

That’s it. No complicated specifications, no forms. Just show us what your income statement looks like today, and we’ll make sure it looks the same in Symfio – only always up to date and without manual work.

support@symfio.app

www.symfio.app

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