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Average Ratings 0 Ratings

Total
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features
design
support

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Write a Review

Description

Strategize and evaluate your revenue and finance for a consistent impact by connecting the dots, formulating the equation, and reaching your objectives. Exopen equips CFOs and controllers with all the essential tools to enhance financial reporting, refine budgeting and forecasting procedures, and deliver clear, insightful analyses tailored for stakeholders. Through Exopen, you can leverage modern, data-centric capabilities that simplify your budgeting and forecasting workflow, integrating seamlessly with Power BI for comprehensive analysis. This allows you to gain a complete overview and increased accuracy in your budget, ultimately saving valuable time. You consistently access quality-assured data from your ERP, facilitating quicker insights that lead to more informed strategic business decisions. Tailor your experience by selecting modules that match your unique requirements, enabling a customized approach to budgeting and forecasting. Our planning tool supports a variety of methodologies, including account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis, ensuring you have the flexibility to adapt to changing business needs. By utilizing these features, you can significantly enhance your financial decision-making process and drive your organization towards greater success.

Description

Symfio is a cloud-driven platform designed to streamline financial reporting, analysis, forecasting, and planning for businesses and finance departments. By integrating with accounting systems and various financial data sources, it consolidates information into a singular location for effective reporting and financial oversight. Symfio offers direct connections to accounting software via APIs or SQL and supports data import from Excel and other formats. The platform features interactive dashboards, comprehensive reports, financial metrics, cash flow projections, and planning resources. Finance teams have the ability to evaluate actual performance against planned metrics and forecasts, manipulate data at varying levels of granularity, and distribute insights to management, colleagues, and investors seamlessly. Additionally, this enhances collaboration and ensures that all stakeholders have access to up-to-date financial information.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

ActiveCampaign Yes 
Close Yes 
Copper Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Keap Yes 
Microsoft 365 Copilot Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Excel Yes 
Microsoft Power BI Yes 
Nutshell Yes 
Salesflare Yes 
Teamleader Yes 
Teamwork.com Yes 
Visma.net Yes 
Xero Yes 
Xledger Yes 
Zebra BI Yes 
Zendesk Yes 

Integrations

ActiveCampaign No 
Close No 
Copper No 
HubSpot CRM No 
HubSpot Customer Platform No 
Keap No 
Microsoft 365 Copilot No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Excel No 
Microsoft Power BI No 
Nutshell No 
Salesflare No 
Teamleader No 
Teamwork.com No 
Visma.net No 
Xero No 
Xledger No 
Zebra BI No 
Zendesk No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$200/month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Exopen

Country

Sweden

Website

exopen.io

Vendor Details

Company Name

Symfio

Founded

2017

Country

Czech Republic

Website

symfio.app

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Product Features

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

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