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Excide Symphony

Symphony manages and automates your data entry workflow to ensure that your clients have timely information on the state of their accounts.

Symphony allows you to manage and coordinate your accounting processes and workflows remotely so that your business can function smoothly by having your processes well-documented and the status of each workflow visible.

Features

  • Coordinate multi-step workflows across multiple users/roles.
  • Easy creation of recurring workflows using templates.
  • Preset templates for finance workflows eg. Accounts Payable.
  • Notifications so that users know when they are supposed to complete a task.
  • Automated reminders so that no task is forgotten.
Explore all features of Excide Symphony

Excide Symphony + Xero

Symphony allows you to upload invoices in image or PDF formats. The files can be uploaded individually or as batches into the AP workflow process in Symphony. After the data from the invoice is extracted automatically or manually, you can verify that the data entered is correct before sending the data over to Xero as Awaiting Approval or Approved invoices.

When files are uploaded in batches, Symphony allows you to track the status of the batch progress and will guide you through the data entry process of each invoice, reducing the need to navigate between multiple pages.

excide symphony
Get this app
Made by Excide Symphony
Added in 2020

Shared data

Xero
Excide Symphony
Accounts
Credit Notes
Currencies
Invoices
Items

Countries

Global, Hong Kong, Indonesia, Malaysia, Philippines, Singapore

Languages

English

Support

Setup walkthroughIntegration walkthroughsupport@excide.co

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