Everything finance runs on.In one platform.
Simplogic is an FP&A platform at its core, with full ERP-grade accounting, operations, CRM and AI built in. Plan the business, run it, and report on it, from the first budget line to the final management report.
From plan to professional report.
Eight connected capabilities, one shared set of data.
FP&A: Planning & Plan vs. Actual
Budget, forecast and track performance in P&L and balance sheet terms
- Annual budgets, rolling forecasts and scenarios
- Plan vs. actual across P&L, balance sheet and cash flow
- Variance analysis by department, project and entity
- Automated alerts when performance drifts from plan
Organizational & Business Planning
Model the company you are building, not only the one you have
- Headcount and org structure planning
- Multi-year business plans and financial models
- Departments, cost centers and projects
- Instant impact on every financial statement
Professional Reports
Accountant-grade statements and management reports
- Profit & loss, balance sheet and cash flow statements
- Management reports and executive KPI dashboards
- Board-, bank- and audit-ready output
- Drill down from any figure to the source transaction
AI That Knows Your Business
A fully integrated AI across every module
- Answers questions grounded in your own books
- Explains variances and runs what-if scenarios
- Detects anomalies, risks and missing activity
- Takes action: documents, reminders and plan updates
Conversational CRM
Manage customers and pipeline in free conversation
- Create leads, update deals and log meetings by chat
- Pipeline connected to forecast and revenue plan
- Customer 360°: deals, documents, balances
- Follow-ups and reminders set in plain language
Accounting & Document Generation
ERP-grade bookkeeping, approved by the Israel Tax Authority
- Double-entry general ledger and period close
- Tax invoices, receipts, quotes, delivery notes, credit notes
- Bank feeds and automatic reconciliation
- Complete audit trail on every entry
Inventory & Procurement
Operations that post straight to your actuals
- Items, warehouses, stock movements and valuation
- Suppliers, purchase requests and purchase orders
- Goods receipts and 3-way matching
- Reorder alerts and live stock levels
Collections & Receivables
Get paid faster, with full visibility
- Customer balances and aging reports
- Automated payment reminders
- DSO tracking and collection forecasts
- Cash impact reflected in the plan instantly
Replace systems, or connect them.
Run everything in Simplogic, or keep the systems you rely on and connect them through our REST API. Either way, your plan and your actuals stay in sync.
- Banks & financial institutions
- ERP systems (SAP, Priority, NetSuite, QuickBooks)
- CRM platforms (Salesforce, HubSpot)
- Custom business applications via REST API
Implementation
- 1
Discovery & planning
Map your structure, chart of accounts and planning needs
- 2
Setup & migration
Configure modules and migrate balances, customers and items
- 3
Integrations
Connect banks and any existing systems you keep
- 4
Go live & support
Launch with ongoing support from finance specialists