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What is Symfio?

Symfio is a cloud-based solution aimed at optimizing the processes of financial reporting, analysis, forecasting, and planning within organizations and their finance departments. By connecting with accounting systems and diverse financial data sources, it aggregates information into one centralized platform for improved reporting and financial management. Symfio facilitates direct integration with accounting software through APIs or SQL and allows data importation from Excel and other file types. The platform provides dynamic dashboards, extensive reporting capabilities, financial indicators, cash flow forecasts, and strategic planning tools. Finance teams are empowered to assess actual performance in comparison to set metrics and forecasts, manipulate data with varying degrees of detail, and share insights effortlessly with management, peers, and investors. Moreover, this capability fosters enhanced collaboration and guarantees that every stakeholder is informed with the most current financial data. The comprehensive features make Symfio an invaluable asset for any finance team striving for efficiency and accuracy in their financial operations.

What is Exopen?

Develop a strategic approach to your financial revenue management by connecting various elements, creating the necessary equations, and achieving your targets. Exopen provides CFOs and financial controllers with vital resources to improve financial reporting, optimize budgeting and forecasting, and produce clear, meaningful analyses for stakeholders. With Exopen, you can harness advanced, data-driven functionalities that streamline your budgeting and forecasting processes, allowing for seamless integration with Power BI for in-depth analysis. This integration provides a holistic view and boosts accuracy in your financial plans, leading to significant time savings. You will regularly access high-quality data from your ERP system, enabling faster insights that contribute to more strategic business decisions. Customize your experience by choosing modules that fit your specific needs, allowing a tailored approach to budgeting and forecasting. Our planning tool accommodates various methods, such as account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis, giving you the adaptability required to meet shifting business demands. By leveraging these capabilities, you not only improve your financial decision-making process but also empower your organization to achieve greater successes and overcome challenges effectively. Ultimately, Exopen ensures that your financial strategies are not just effective but also resilient in the face of changing market dynamics.

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Integrations Supported

Integrations Supported

ActiveCampaign
Capsule
Close
Coevera
Copper
Fortnox
Google Analytics
HubSpot CRM
Insightly
Keap
Microsoft 365 Copilot
Microsoft Dynamics 365
Microsoft Excel
Pipedrive
Teamwork.com
Vtiger CRM
Xero
Zebra BI
Zendesk
Zoho CRM

API Availability

API Availability

Pricing Information

$200/month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Symfio

Date Founded

2017

Company Location

Czech Republic

Company Website

symfio.app

Company Facts

Organization Name

Exopen

Company Location

Sweden

Company Website

exopen.io

Categories and Features

Categories and Features

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