Prototype. What you see here is an example built to illustrate what’s possible. No real data. Every Simpliciti application is designed around your operation.
Financial Services
Your finance team shouldn’t be a data entry department.
Invoices matched by hand. Approvals stuck in email. Loan files assembled across five tools. Here is what a system built to fix that looks like.
Sound Familiar?
The cracks in your financial operations.
Manual document processing
Your team reads through loan applications, invoices, and financial documents line by line — copying data into systems that should be talking to each other.
No single source of truth
Payment status lives in one system, approvals in another, and the real picture lives in someone’s head. When leadership asks for a status update, it takes three people to answer.
Compliance is a fire drill
When audit season comes, your team scrambles to reconstruct who approved what and when. The paper trail is scattered across email, shared drives, and sticky notes.
Loan Processing
What if loan packages assembled themselves?
The application we build reads loan applications, extracts borrower data, pulls credit information, checks compliance requirements, and routes the package to the right underwriter. Your team reviews the assembled file instead of building it from scratch.
Accounts Payable
What if invoices matched and routed themselves?
The application we build reads incoming invoices, extracts line items, matches them against purchase orders, flags discrepancies, and routes approved payments for processing. Your AP team focuses on exceptions, not data entry.
Accounts Receivable
Imagine every receivable tracked from invoice to cash.
The application your team works out of monitors outstanding balances, matches incoming payments, flags aging accounts, and generates collection workflows. Your team focuses on relationship management instead of chasing payments.
Your Timeline
From first conversation to live application.
This is how an engagement with a team like yours typically runs. Every system is different — this gives you a sense of what to expect.
Weeks 1–2
We map your financial workflows
We sit with your finance team and document how invoices, payments, and approvals actually flow — not how the handbook says they should.
Weeks 3–8
We build around your process
Your approval chains, your GL codes, your compliance rules — encoded into a system that handles the processing and surfaces the decisions.
Weeks 9–12
Your team goes live
We onboard every user, walk them through their role in the system, and stay with you as the system learns your operation.
Ready to modernize your financial operations?
Tell us about the process creating the most risk or the longest delays in your operation. We will show you what a system built around it could look like.