Solutions by role
One platform.Every role that runs the numbers.
From the CFO's plan to the collections call, Simplogic gives every role the tools it needs, all working from the same live data: planning, accounting, operations, CRM and an AI that knows your business.
ISO 27001 certifiedIsrael Tax Authority approved bookkeeping
CFO
Chief Financial Officer
One live view of plan, actuals and cash, so you can steer the business instead of chasing numbers.
Common challenges
- Plans live in spreadsheets, disconnected from the books
- Plan vs. actual arrives weeks after month-end
- Board and bank reports take days to assemble
- Cash flow surprises with little warning
How Simplogic helps
- Budgets and forecasts in P&L, balance sheet and cash flow terms
- Plan vs. actual updated continuously from the ledger
- Board-, bank- and audit-ready financial statements
- An AI that explains variances and runs what-if scenarios
- Scenarios for hiring, pricing and investment decisions
What changes for you
- Strategic decisions based on live numbers
- One source of truth for plan and actuals
- Faster, more confident board reporting
- Earlier warning on cash and margin risks
Controller
Controller & Chief Accountant
ERP-grade bookkeeping and a faster, cleaner monthly close.
Common challenges
- Manual entries and re-keying between systems
- Bank reconciliations that drag on every month
- Documents issued in one tool and booked in another
- Hunting for the source behind every number at audit time
How Simplogic helps
- Double-entry general ledger with period close
- Tax invoices, receipts, credit notes and more, posted automatically
- Bank feeds with automatic reconciliation
- Full audit trail and drill-down to the source document
- Approved by the Israel Tax Authority as computerized bookkeeping software
What changes for you
- A shorter, more predictable monthly close
- Less manual work and fewer errors
- Audit-ready books all year round
- Compliance built into everyday work
FP&A
FP&A & Finance Manager
Build the budget, track it every month and explain every variance.
Common challenges
- Budget models break with every change
- Getting actuals means exporting and pasting
- Explaining variances takes longer than the analysis itself
- Management keeps asking for one more report
How Simplogic helps
- Annual budgets, rolling forecasts and scenarios
- Actuals flow in automatically from the books
- Variance analysis by department, project and entity
- Management reports and KPI dashboards that update themselves
- Ask the AI in plain language and get answers from your own data
What changes for you
- More time for analysis, less for data prep
- Forecasts that reflect the latest actuals
- Clear, consistent management reporting
- A true business partner to management
CEO
CEO & Founder
Know where the business stands and where it's heading, without waiting for a report.
Common challenges
- Key numbers depend on someone else's spreadsheet
- Hard to see the impact of a decision before making it
- Investors and banks expect a credible business plan
- Too many systems for a growing team
How Simplogic helps
- Ask the AI about sales, margins or cash and get an instant answer
- Organizational and business planning, including headcount
- Multi-year business plans built on real actuals
- One platform for finance, operations and customers
- ISO/IEC 27001 certified information security
What changes for you
- Clarity on performance at any moment
- Confident hiring and investment decisions
- A business plan you can stand behind
- Fewer tools and less overhead
Operations
Operations & Procurement Manager
Inventory and purchasing that stay in sync with the budget.
Common challenges
- Stock levels known only after a physical count
- Purchase orders approved outside any system
- Supplier invoices that don't match what was received
- Purchasing decisions made without budget context
How Simplogic helps
- Items, warehouses, stock movements and valuation
- Purchase requests, purchase orders and goods receipts
- 3-way matching of order, receipt and invoice
- Reorder alerts based on live stock levels
- Every purchase reflected instantly in plan vs. actual
What changes for you
- Fewer shortages and less dead stock
- Controlled, traceable purchasing
- Accurate cost of goods in the books
- Operations aligned with the financial plan
Sales & collections
Sales & Collections
Manage customers in free conversation, and get paid on time.
Common challenges
- CRM updates nobody has time for
- Quotes and invoices prepared by hand
- No clear picture of who owes what
- Collection follow-ups that fall through the cracks
How Simplogic helps
- Conversational CRM: update leads, deals and meetings by chat, in Hebrew or English
- Quotes, delivery notes and tax invoices in a few clicks
- Customer balances and aging reports
- Automated payment reminders
- Pipeline and collections connected to the cash flow forecast
What changes for you
- A CRM that is actually up to date
- Faster quote-to-cash
- Better control of receivables
- More predictable cash inflows