Simplifi gives event teams and finance the same single source of truth — structured budgets, traceable approvals, and real-time visibility from intake through reconciliation.
The tools that work for one event create compounding risk across a portfolio. Most teams don't notice until it's too late.
From the first budget line to the final reconciliation report — every step in one structured place, visible to everyone who needs it.
Structured intake captures every event from the start — attendees, departments, categories, and goals. Use a template or build from scratch. Every budget follows the same standard.
Every expense flows against budget lines the moment it's logged. Variances surface immediately — not at month-end — so teams can act while it still matters.
Define delegation of authority by amount and category. Sequential chains enforce the right approvers in the right order. Every decision is timestamped and logged permanently.
Upload receipts, scan documents, or import via CSV. Every expense is matched to a budget line and event, categorized consistently, and reconciliation-ready from day one.
Centralized vendor profiles with ratings, full spend history, contract storage, and category tagging — linked across every event in your portfolio.
ROI, cost-per-attendee, utilization rates, and spend trends across all events — structured reports ready for leadership without any manual consolidation.
Three stages. One system. No gaps in visibility between them.
A guided intake process captures everything upfront — attendees, departments, categories, and strategic goals. Start from a template or build from scratch. Either way, every budget follows the same standard, making reporting consistent across your entire portfolio.
Every expense flows directly against budget lines — via upload, receipt scan, or CSV import. Variances surface the moment they happen. Finance and events teams always see the same real-time numbers, so there are no surprises at reconciliation.
| Category | Budget | Actual | Var |
|---|---|---|---|
| Venue & AV | $45,000 | $44,200 | –1.8% |
| Catering | $32,000 | $31,840 | –0.5% |
| Marketing | $8,000 | $9,100 | +13.8% |
| Tech & AV | $7,000 | $3,800 | –45.7% |
Delegation of authority policies route every budget decision through the right people in the right order. Approvers act via email — no login required. Every approval, rejection, and comment is locked permanently in a tamper-proof audit log.
“We used to discover overruns at month-end. Now finance and events see the same variance in real time. That shared visibility alone was worth switching.”
“The approval workflow alone replaced 30+ emails per event. There’s a clear record of who approved what. Finance actually trusts the numbers now—that’s genuinely new.”
“Audit prep used to take two weeks of manual reconciliation. With Simplifi’s locked audit trail, our last one took a morning. That’s not an exaggeration.”
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