New

Launched 2025

Finance automation made effortless

Cut days from month-end, slash manual journals, and get real-time insights—without losing control.

50% Faster Close

90 Day Delivery

Audit Ready

Explore SFi

Book a meeting now

Integrates with 200+ platforms in your finance tech stack

Problem / Value Snapshot

Fewer spreadsheets. Fewer surprises.

We’re a strategic partner to CFOs and controllers, helping you progress towards agentic AI in finance—without compromising control.

AI Readiness & Roadmap

Close sooner with cleaner reconciliations and real‑time variance insight.

AI Readiness & Roadmap

Close sooner with cleaner reconciliations and real‑time variance insight.

AI Readiness & Roadmap

Close sooner with cleaner reconciliations and real‑time variance insight.

Risk And Compliance

Reduce operational risk with automated controls and audit‑ready evidence.

Risk And Compliance

Reduce operational risk with automated controls and audit‑ready evidence.

Risk And Compliance

Reduce operational risk with automated controls and audit‑ready evidence.

Team Efficiency

Free your team to focus on analysis, not admin.

Team Efficiency

Free your team to focus on analysis, not admin.

Team Efficiency

Free your team to focus on analysis, not admin.

Services

Services That Drive Results

From data foundations to safe finance agents, we help finance leadership modernise their close, controls, and insights—without losing grip on governance.

Close Acceleration

Agentic Automation & Co‑pilots

Predictive Analytics & Forecasting

Hybrid Advisory + Build

ROI‑Driven Pilots

AI Readiness & Roadmap

Assess data, systems, and controls. Identify quick wins and design a pragmatic roadmap for automation and AI adoption that fits your organisation and risk appetite.

AI Readiness & Roadmap

Assess data, systems, and controls. Identify quick wins and design a pragmatic roadmap for automation and AI adoption that fits your organisation and risk appetite.

AI Readiness & Roadmap

Assess data, systems, and controls. Identify quick wins and design a pragmatic roadmap for automation and AI adoption that fits your organisation and risk appetite.

Data Foundation & Unification

Build a reliable data layer across ERP, payroll, CRM, and banks. Standardise worktags, chart mapping, and entity logic so reporting and automation actually align.

Data Foundation & Unification

Build a reliable data layer across ERP, payroll, CRM, and banks. Standardise worktags, chart mapping, and entity logic so reporting and automation actually align.

Data Foundation & Unification

Build a reliable data layer across ERP, payroll, CRM, and banks. Standardise worktags, chart mapping, and entity logic so reporting and automation actually align.

Close Acceleration & Controls

Streamline journals, reconciliations, and allocations. Tighten policies, automate evidence capture, and reduce manual touchpoints while improving auditability.

Close Acceleration & Controls

Streamline journals, reconciliations, and allocations. Tighten policies, automate evidence capture, and reduce manual touchpoints while improving auditability.

Close Acceleration & Controls

Streamline journals, reconciliations, and allocations. Tighten policies, automate evidence capture, and reduce manual touchpoints while improving auditability.

Agentic Automation & Co‑pilots

Prototype safe finance agents for reconciliations, variance commentary, and task orchestration (Slack/Teams, email, tickets). Human‑in‑the‑loop by design.

Agentic Automation & Co‑pilots

Prototype safe finance agents for reconciliations, variance commentary, and task orchestration (Slack/Teams, email, tickets). Human‑in‑the‑loop by design.

Agentic Automation & Co‑pilots

Prototype safe finance agents for reconciliations, variance commentary, and task orchestration (Slack/Teams, email, tickets). Human‑in‑the‑loop by design.

Predictive Analytics & Forecasting

Stand up meaningful dashboards and driver‑based views. Connect your BI to the data layer for month‑over‑month comparability and fast, trusted insights.

Predictive Analytics & Forecasting

Stand up meaningful dashboards and driver‑based views. Connect your BI to the data layer for month‑over‑month comparability and fast, trusted insights.

Predictive Analytics & Forecasting

Stand up meaningful dashboards and driver‑based views. Connect your BI to the data layer for month‑over‑month comparability and fast, trusted insights.

ROI‑Driven Pilots

Small, time‑boxed pilots that prove value before scale. Measure impact on cycle times, error rates, and control strength; then move with confidence.

ROI‑Driven Pilots

Small, time‑boxed pilots that prove value before scale. Measure impact on cycle times, error rates, and control strength; then move with confidence.

ROI‑Driven Pilots

Small, time‑boxed pilots that prove value before scale. Measure impact on cycle times, error rates, and control strength; then move with confidence.

Hybrid Advisory + Build

We co‑design with your team and (where useful) help build the automations. Vendor‑agnostic, outcome‑led, and always tied to your control framework.

Hybrid Advisory + Build

We co‑design with your team and (where useful) help build the automations. Vendor‑agnostic, outcome‑led, and always tied to your control framework.

Hybrid Advisory + Build

We co‑design with your team and (where useful) help build the automations. Vendor‑agnostic, outcome‑led, and always tied to your control framework.

How We Work

Practical. Safe. Fast to value.

From first conversation to full rollout, we keep it lean, measurable, and transparent.

Step 1

Discover

Understand goals, risks, and constraints.

Step 1

Discover

Understand goals, risks, and constraints.

Step 1

Discover

Understand goals, risks, and constraints.

Step 2

Design

Prioritised roadmap and architecture.

Step 2

Design

Prioritised roadmap and architecture.

Step 2

Design

Prioritised roadmap and architecture.

Step 3

Pilot

Prove value with a tight, measurable use case.

Step 3

Pilot

Prove value with a tight, measurable use case.

Step 3

Pilot

Prove value with a tight, measurable use case.

Done 🎉

Scale

Execute and roll out with documentation.

Done 🎉

Scale

Execute and roll out with documentation.

Done 🎉

Scale

Execute and roll out with documentation.

Why Choose Us?

Built for finance, by finance

We bring hands‑on experience across multi‑entity, multi‑currency environments and modern finance stacks. We think like a CFO, deliver like an engineer, and document like an auditor.

50%

Faster Close Cycle

50%

Faster Close Cycle

200+

Integrations

200+

Integrations

90

Day Delivery

90

Day Delivery

Smart Automation

Purpose-built workflows that cut close times, reduce manual errors, and give your team back valuable hours.

Expert Led, Outcome Focused

We automate the close, unify your data, and strengthen your controls—so your team can focus on strategy, not spreadsheets.

Integration

Connect with 200+ Platforms

Effortlessly connect your existing tools and systems—ERP, payroll, CRM, BI, and more. Simplified Fi integrates with over 200 platforms, creating a single, unified ecosystem where your finance data flows freely and works harder for your business.

Common Questions

Frequently Asked Questions

What does a typical engagement look like?

4–8 weeks for a pilot with measurable outcomes, then a scale‑up phase with training and documentation.

Where do we start if our data is messy?

Is this another tool we have to buy?

How do you manage risk with AI?

Will you upskill our team?

What does a typical engagement look like?

4–8 weeks for a pilot with measurable outcomes, then a scale‑up phase with training and documentation.

Where do we start if our data is messy?

Is this another tool we have to buy?

How do you manage risk with AI?

Will you upskill our team?

What does a typical engagement look like?

4–8 weeks for a pilot with measurable outcomes, then a scale‑up phase with training and documentation.