Simplifi structures the entire event budget lifecycle — planning, tracking, approvals, and reporting — in one connected system. Here's exactly how it works.
Use guided intake or a template to create a complete budget before anything is spent. Every event in your portfolio follows the same structure, making reporting and comparison consistent across the board.
Enter event details — name, date, location, attendee count, department, and strategic goal. These fields are standardized so every event is comparable.
Choose from the template library (Sales Kickoff, Conference, Executive Summit, etc.) or build custom budget lines. Categories are enforced for portfolio consistency.
Allocate spend across categories. Set variance thresholds per line. Attach strategic goals — leads, pipeline, attendance — that will track through to the ROI report.
Once built, the budget moves into the approval workflow automatically. The right approvers are notified based on your DOA policy — no manual routing needed.
As expenses come in, they're logged against the approved budget. Finance and the event team always see the same numbers — eliminating the version problem entirely.
Upload receipts, scan documents, or import via CSV. Each expense is extracted, categorized, and matched to the right event and budget line.
Budget vs actual updates in real time. Categories trending over threshold trigger alerts before the breach — not after.
Over-threshold items automatically route for approval before further spend is authorized. Accountability is built into the workflow.
Finance, events, and leadership all see the same dashboard. No separate reports, no manual updates — one live source of truth.
Every approval is structured, every decision is logged, and every reconciliation is locked. When the event closes, everything is already audit-ready.
DOA policies define who approves what — by event size, category, or total amount. Sequential chains enforce the order. No skipping levels.
Approvers receive a magic link. They can approve or reject directly from their inbox — no login, no delay. Comments are captured and stored.
After the event, submit the budget for final reconciliation. Every expense is reviewed against the approved budget. Approved reconciliations are locked permanently.
Generate clean summary reports for finance or executive review. ROI, variance, utilization, and cost-per-attendee are all ready to export — no manual consolidation.
Book a 30-minute walkthrough with your own event program as the example.
No commitment required · Setup in under 30 minutes