Project Financials

Keep your projects financially healthy with a full suite of easy-to-use financial management tools, all in one place.

Streamline Financial Management

Planning, tracking, and managing the financial health of your projects is integral to determining their success. And yet, with so many moving pieces, keeping track of it all can be a hassle.

 

With robust project management tools, you’ll always know where you stand—in real time—without manually hunting and gathering relevant data. Simpli.fi’s tools will even integrate with QuickBooks, combining powerful capabilities and familiar simplicity.

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Estimate, Purchase, and Manage With Ease

01

Make More Accurate Estimates

Estimate project budgets quickly and accurately with Simpli.fi’s software that uses project history or schedules you’ve already built.
02

Control Purchasing

Ensure the work done by outside sources is done right, with purchase orders generated automatically from approved estimates and shareable directly from within the system.
03

Monitor Financial Status

View a clean, customizable summary of every relevant facet of your project in real time––from vendor and pass-through costs to billing, copies of invoices, and more.
04

Capture and Manage Expenses

Capture employee expenses from anywhere with automatic updates to the project's financial status upon approval.

Explore More Simpli.fi Solutions

Automate workflows and increase visibility with media planning, buying, and project management integration.

Agency Integration

Maximize workflows with our all-in-one platform built for agencies, media planning, buying, and project management integrations.

Budget and Forecasts

Leverage a single platform to learn from past budgets, analyze present needs, and plan for future forecasts with confidence.

Billing

Amplify efficiency with an easy-to-use interface for displaying and automating billables.

Payables and Receivables

Optimize accounting functions with real-time record processing, automated audit trails, and more—all in one place.