Two products. One team. Both built to keep things simple.
At SimpliFi Tech Solutions, we build software that takes the busywork out of running a business. Today that means two products: Simpli Finance for commercial finance, and Simpli Ledger for accounting.
Different jobs, same idea. Enter your information once, see where everything stands, and get back to the work that matters.
Simpli Finance
Deal management and credit applications for commercial finance brokers and commercial equipment dealers.
If you work in semi-truck, trailer, or equipment financing, you know the drill: the same information typed into Excel, PDFs, emails, and more. Our founder, David Fillerup, lived it for years. So he built a better way.
Simpli Finance is an all-in-one platform that brings every part of a financing deal into one place.
- Find the right lenders fast. Advanced filtering tools show which lenders your customers qualify for, so you can compare terms and rates in under a minute, with soft pulls to avoid unnecessary credit inquiries.
- Never lose track of a deal again. See every deal’s status at a glance, whether it’s pending, awaiting funds, or approved but not yet signed.
- Less re-typing, more closing. Generate PDFs, draft emails, and submit credit applications without entering the same information over and over.
- Everyone in one place. Manage customers, employees, and vendors, and keep your customer database up to date. No more scattered notes or lost leads.
- Made to fit your business. Simpli Finance is fully customizable to the way you work.
Diane Mika
PBC Finance
Game-changing technology and highly recommended!
SimpliFi has been a total game-changer for us—our productivity shot up by 85%! Before, submitting a deal to lenders was a slow, 20-minute process. Now? Less than 3 minutes.
All the customer documents we need are automatically pulled in, so we’re not wasting time chasing files from different places. No more manual work, no more frustration—just a smooth, effortless process that lets us focus on getting deals done.
Simpli Ledger
Accounting software for small businesses and the CPAs who serve them.
Bookkeeping shouldn’t feel like a second job. Simpli Ledger is a simpler, modern alternative to older accounting software, built for small business owners who want clear books without the clutter, and for CPAs who want an easier way to work with their clients.
- Bank reconciliation made simple. Match your books to your bank statements without the headache.
- Bank connections that do the typing. Import your bank data through bank connections, so you spend less time typing it in by hand.
- Clear reporting. See how your business is doing with straightforward reports.
- Built for CPAs. Manage multiple clients from one login, so you’re not juggling a separate account for every business you serve.
- Switch with less hassle. Moving from older accounting software? We’ll work with you hands-on and help you move over.
Those are some of the tools in Simpli Ledger today. Want to see them in action? Book a free demo.
Not sure which fits?
Tell us a little about your business and we’ll point you to the right tool. Or both. Demos and quotes are free, there’s no minimum contract, and billing is monthly.
Prefer to talk? Call 1-888-846-0084 or email inquire@simplifits.com.
Your business SimpliFied.