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

Consero's SIMPL® platform UI updates unite enterprise-grade reporting capabilities with a first-class user experience.
Updated: June 30, 2025
YouTube player

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
Eliminate Accounting System Headaches

Get the software and processes we use to help hundreds of businesses scale their back-office.

Schedule Consultation

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
SIMPL makes it so that customers don’t have to be in five systems a day. I don’t have Bill.com open, I don’t have Nexonia open, I don’t have Intacct open…I’m not even sure what my Intacct login is at this point because I really just go through SIMPL. I can ignore any of my emails from Bill.com or Nexonia because I can come right in here and approve.

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
I spent three days in a NetSuite reporting class and still couldn’t build the report. SIMPL lets me drill in two clicks.

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
SIMPL’s permissions are pretty incredible. You can give people permission to see just their class. If you have a product owner for ‘Product One,’ you can give the owner access to SIMPL but restricted to just Product One, and maybe you’re also like, ‘That owner really shouldn’t see people’s salaries either.’

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
I really like to come in here and see how my revenue is trending and then on the flip side same thing on spend management, my trended vendor spend to see how that’s going.

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
The way I use SIMPL with the board is providing them access to see the financials early and often. They can come in here, they can see it anytime so that I don’t get pinged for ad-hoc reports.

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:

Efficiency: Consolidates multiple finance apps into a single pane.

Visibility: Granular permissions let every stakeholder see exactly what they need—no more, no less.

Usability: Modern UI, themed navigation, and favorite-pinning speed up routine work.

Control: Re-designed payment flow and notification settings keep approvals timely without inbox overload.

Support Loop: Built-in request tiles and user feedback feed directly into the product roadmap.

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

Related Resources

Mergers Acquisitions pic
Video

Lack of scalability will hinder your business growth

You have survived and thrived as a startup. You have customers and a healthy balance sheet. Does your business have the potential to multiply revenue ...
Gray and white image of a deconstructed compass
Accounting SoftwareAccounting Software

9 Best QuickBooks Alternatives for Scaling Businesses [2025]

The best QuickBooks alternatives are easy to use, unite disparate systems, and eliminate manual processes.
Case StudyFinance as a Service

Corporate franchise gets greater scalability and lower costs from outsourcing vs. in-house solution

Sunstone Yoga was faced with rapidly growing requirements for F&A services, both at the corporate level and for a diverse group of franchisee owners. While ...

3 Poor Financial Processes That Can Lead To Employee Fraud

Just about every company will experience employee fraud in their lifetime. Companies should look at their finance department and understand how they process financial transactions ...
Accounting SoftwareFinance & Accounting

Consero Offers Finance & Accounting Expertise for Every Stage of Your Company

Consero offers comprehensive and flexible solutions tailored to resolve your organization's unique finance and accounting challenges.
ArticleFinance & Accounting

How To Create a Cash Flow Forecast

Predicting future cash flow plays a critical role in maintaining the company’s health, and yet many small businesses have no satisfactory forecasting mechanism in place. ...

Finance as a Service

Cutting edge technology, processes, and people in a fully-managed solution to deliver precise financial visibility and improved operational scalability, plus a lower and more predictable cost structure. 

Flex Finance

Keep your existing technology and processes. We can manage the back-office F&A function from end-to-end process, including closing the books. When you need skilled talent, we can supplement your F&A team.

Advisory Services

Expert advice and strategies to help you grow.

• CFO Advisory Services
• FP&A and Reporting
• Technical Accounting & Clean-Up

Consero FaaS: Disrupting the Outdated Traditional F&A Model

Transformation
  • Cash to GAAP conversion
  • Clean-up work
  • Interim oversight & support
  • Accounting software Implementation

Build it Yourself Solution

  • CFO / Interim CFO
  • Consultants / VARs

Consero FaaS Solution

  • CFO / Interim CFO
  • or Consero Interim CFO
  • Consero Setup/Transformation
Ongoing F&A
  • Monthly financials
  • Daily accounting support
  • Management reporting
  • Integrate add-on acquisitions

Build it Yourself Solution

  • CFO
  • Controllers & Accounting Team
  • Enterprise Accounting Applications

Consero FaaS Solution

  • CFO
  • or Consero Fractional CFO
  • Consero FaaS Enterprise F&A Software and Services

New PE Platform Investment F&A Challenges

Founder Owned Company Accounting:
  • Existing accounting done on a cash/hybrid basis
  • Run on SMB accounting software and other disparate applications
  • Inability to produce auditable financials
  • Lack of know-how to develop projections & KPIs
  • No consistency/structure to customer contracts
  • Underqualified staff
  • Non-scalable manual processes
Carve-Out Accounting:
  • Required to move off parent company accounting applications in a timely fashion
  • Have to build an entire F&A team
  • No documented operational policies and procedures
To Optimized Finance & Accounting:
  • Monthly financials available in 5-10 business days
  • Audit and diligence ready support details
  • Integrated enterprise grade accounting software
  • Budget and forecast reporting
  • Business KPIs
  • Efficient & scalable processes for rolling in add-ons