SIMPL® Demo: Upgraded UI + Tips from a Super User

The SIMPL® platform has undergone significant UI updates, focusing on modernizing the user experience and improving accessibility. These enhancements aim to streamline navigation and provide a more intuitive interface for users.

Jeff Smith, Product Manager, and Ashley Honeyman, CFO/COO, demonstrate the latest updates and share practical tips for maximizing the platform’s potential.

New Authentication and Single Sign-On (SSO) Features

The platform has expanded its authentication capabilities to provide more seamless access for enterprise users:

• Added Okta integration alongside existing Google and Microsoft SSO options
• Introduced Recent Entities feature for quick access to frequently used entities
• Streamlined login process reduces navigation time

Modernized User Interface (UI) and Landing Page

SIMPL’s new UI represents a complete overhaul of the user experience, focusing on accessibility and a more intuitive interface:

• Completely redesigned landing page with modern look and feel
• To-dos and notices prominently displayed at the top for immediate visibility
• Updated color schemes and interactive graphs throughout the platform
• Enhanced accessibility for understanding required tasks upon login

Enhanced Navigation System

The platform’s navigation has been restructured to accommodate growing functionality while maintaining user-friendly access:

• Left-hand navigation reorganized into thematic categories
• Expandable and collapsible submenus reduce clutter
• Related features grouped together (e.g., Cash Flow includes Cash Insights Dashboard and Cash Transaction Details)
• Financial reporting consolidated into single expandable section
• Improved organization addresses previous real estate limitations

Streamlined Payment Processing

The payment workflow has been completely redesigned to improve efficiency and user experience:

• Redesigned flow follows top-left to bottom-right approach
• Enhanced bill review process with detailed GL information
• Flexible payment scheduling (approve today, process later)
• Integration with Bill.com for seamless payment processing
• Improved vendor bill approval and payment workflow

Daily Workflow Management

As a longtime SIMPL super user, Honeyman also shared insights on how SIMPL serves as a central hub for daily financial operations, eliminating the need for multiple system logins:

• To-dos and notices serve as the primary starting point each day
• Eliminates need to access multiple systems (Bill.com, Nexonia, Intact)
• Streamlined approval process with business rule enforcement
• Visibility into approval chains and reviewer history

Financial Reporting Capabilities

SIMPL’s financial reporting is significantly easier to navigate compared to other GLs like QuickBooks, NetSuite, and Intacct.

The platform allows for clear financial views by department or category without the complexity of managing double chart of accounts for COGS:

• Interactive Financial Reports (IFR) provide intuitive financial analysis
• Department and category-based reporting without complex chart of accounts
• Drill-Anywhere: view P&L by category or department; click to see variances down to airfare vs. lodging.
• Smart COA Design: Consero treats COGS as a department, avoiding duplicate GL accounts.
• Real-time financial data access for stakeholders
• Eliminates need for manual report generation and distribution

Advanced Permission Management

SIMPL offers sophisticated access controls that enable granular data visibility based on user roles:

• Role-based access with department and class restrictions
• Ability to exclude sensitive data (e.g., salary information) from specific users
• Department heads can access only their relevant data
• Private equity partners can receive full access for real-time monitoring
• Custom permission combinations for different stakeholder needs

Revenue and Spend Analytics

The platform provides comprehensive tools for analyzing financial trends and vendor relationships:

• Trended Revenue Details show customer revenue patterns by month
• Trended Vendor Spend identifies spending patterns and cost optimization opportunities
• Month-over-month analysis for identifying unusual transactions
• Vendor performance tracking for cost management

Stakeholder Communication and Board Reporting

SIMPL facilitates better communication with external stakeholders through self-service access.

• Board members and PE partners can access real-time financial data
• Reduces ad-hoc reporting requests
• Enables early and frequent financial review
• Eliminates manual report distribution
• Improves responsiveness to stakeholder inquiries

Platform Customization and Support

SIMPL offers extensive customization options and multiple support channels for user assistance.

• Customizable dashboards with widget selection and arrangement
• Role-based dashboard configurations
• Multiple support channels: standard requests (24-hour response), urgent after-hours support (same-day response)
• Feature request submission directly to product development team
• Notification preferences customizable by user
• Daily summary emails available as alternative to real-time notifications

Technical Capabilities and Data Management

The platform provides robust data management features for various accounting needs.

• Real-time data refresh for accounts payable and receivable
• Historical data access for specific date ranges
• Integration with multiple accounting systems and payment platforms
• Accounts receivable aging available for prior month-end and fiscal year-end
• Cash reporting with historical date options

See What SIMPL Can Do For Your Financial Visibility

SIMPL® isn’t just a pretty dashboard, it’s a force-multiplier for finance leaders who want faster closes, deeper insight, and fewer systems to babysit. 

Here’s what you’ll gain:

Interested in seeing SIMPL in action? Book a call with Consero.