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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 Modeliks?

Modeliks offers financial and business planning software specifically designed for startups and small to medium enterprises (SMEs). This platform enables users to develop a compelling, fundable pitch deck, comprehensive business and financial plans, and insightful investor reports, all without requiring any prior experience. With guided assistance throughout the planning process, Modeliks empowers entrepreneurs to construct a professional financial model, craft an investor-ready presentation, and generate reports featuring automated dashboards. Its user-friendly interface simplifies the creation of pitch decks that attract investors, bank-approved business plans, and driver-based financial strategies, all supported by robust financial reporting tools. The Financial Forecast feature allows users to effortlessly generate sophisticated, driver-based financial plans and accompanying financial statements, catering to those with little to no financial planning background. Additionally, the Dashboard module offers extensive analysis through over 100 charts, enabling users to monitor and compare actual business performance against their plans and previous results. Users also have the flexibility to design customizable dashboards and generate one-click management reports to effectively communicate with stakeholders, ensuring comprehensive oversight of their business's financial health. Overall, Modeliks serves as an invaluable resource for aspiring entrepreneurs looking to navigate the complexities of business planning.

Media

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Media

Integrations Supported

QuickBooks Accountants

Integrations Supported

QuickBooks Accountants

API Availability

Has API

API Availability

Has API

Pricing Information

$200/month
Free Version
Free Trial Offered?

Pricing Information

$19 per month
Start package - 19$ per month
Fund package - 35$ per month
Grow package - 59$ per month
Enterprise package - 119$ per month

Yearly packages with 30% discount.
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Symfio

Date Founded

2017

Company Location

Czech Republic

Company Website

symfio.app

Company Facts

Organization Name

Modeliks

Date Founded

2022

Company Location

Ireland

Company Website

www.modeliks.com

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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