Symphonized Financial Office – abbreviated Symfio – has long been helping companies not only with software, but also with the implementation of modern financial management and by providing the capacities of experienced finance professionals. It externally takes on the roles of CFO, controller, analyst, or planner. This combination of deep corporate finance expertise with modern technology has become the foundation of the company’s new development phase.
The company first achieved this by transferring its key know-how into the SaaS platform symfio.app, and soon it will also take the form of digital colleagues called the AI Financial Office – an always-available team that can take over selected functions of a finance department. These will help with recurring monthly tasks that financial teams typically handle, which Symfio’s extensive experience makes possible to automate and efficiently scale using AI.
“We founded Symfio as experienced CFOs and developed it together with dozens of other financial directors. Finance teams have often been working the same way for decades, and from our own practice we know what they lack in day-to-day operations. Instead of tens or even hundreds of hours of manual work each month, we can use technology to make a fundamental change and allow teams to focus on what truly matters – interpreting results, budgeting, or modelling future development scenarios,” says Michal Belan, founder of Symfio.
Symfio helps finance teams make faster and more accurate data-driven decisions, without lengthy manual processing. The platform already automatically connects to more than 10 of the most widely used accounting software solutions, such as Pohoda, Abra, Money, or Helios, enabling near-instant system readiness. Thanks to connectors for QuickBooks and Microsoft Business Central, combined with localization to U.S. accounting standards, Symfio already successfully provides financial management for international groups and plans to strategically expand in this direction.
“We are building Symfio so that companies can launch professional reporting and planning across the entire organization within hours – whether it’s a single company or a complex holding. What today typically takes months and costs tens of thousands of euros, we can deliver with a client in just tens of minutes, or at most a few days. We use best practices for consolidation, controlling, and planning that reflect modern financial team operations and work instantly – even in structures with dozens of entities across countries. This is where we differ significantly from anything else on the market today,” explains Martin Štěpánek, CTO of Symfio.
Alongside reporting, Symfio’s strengths also lie in planning and forecasting – currently at the cash-flow and scenario modelling level, and soon also at the income statement and balance sheet level. A unified planning interface is a cornerstone for finance teams that want everything in one place and do not want to waste dozens of hours fixing #REF! and #VAL! errors in spreadsheets buried on SharePoint.
“The Symfio platform brings together decades of corporate finance experience, held by each person who helped create it. We connect this know-how with modern technologies that are often missing in finance. Transferring this from our consulting business into a SaaS platform was a logical step, enabling us to fulfil our mission much faster and more scalably,” says Jan Gabriel, Head of CFO Services at Symfio.
Symfio is experiencing rapid growth thanks to positive recommendations among CFOs and accounting firms. With the new investment, the team plans to expand into new markets and continue building the smartest financial tools for modern finance.
“Thanks to our JIC Booster program, we’ve been able to be there from Symfio’s very beginning. We’ve watched as the founder’s practical experience evolved into a tool that finally gives CFOs meaningful insight into their data. Even during the program, it became clear that the market was really calling for such a solution, and the investment only confirms this. We are even considering using Symfio in our own fund,” says Radim Kocourek from JIC Ventures.
