AI-powered Financial Planning & Forecasting for Business Leaders

Is Your Financial Plan Keeping Up With Your Business?

We as business leaders created Simbfi to solve what spreadsheets never could. Like many founders and finance teams, we lost time, money, and clarity to broken Excel models and projections that were out of date the moment they were built, so we built better. Our AI automatically builds and updates your financial plan in real time, tracks actuals against projections, and surfaces risks instantly, so business leaders always know exactly where they stand and what to do next.

How Simbfi Transforms Financial Planning & Forecasting

Simbfi brings structure and intelligence to financial planning through three integrated modules that guide you from smart planning & forecasting to robust strategic decisions.

Dynamic Financial Planning

AI-powered Engagement for Business Leaders

Real-Time Actuals Tracking

Always know if execution matches your plan

AI-Powered Financial Insights

Surface risks and opportunities instantly

Features that Deliver Real-Time Financial Clarity

Discover how Simbfi’s AI keeps your financial plan live, accurate, and always one step ahead.

Built on Three Core Modules That Power Your Business Finances

Financial Plan Builder

Simbfi builds and maintains your 12-month financial plan, updating revenue forecasts, cost projections, and runway calculations the moment your assumptions change.

Actuals & Burn Monitor

Simbfi tracks your real spend against your plan every month, monitors your burn rate in real time, and flags deviations so you always know exactly where your business stands.

AI Insights Engine

Simbfi analyses your live financial data to surface risks, opportunities, and recommended actions instantly, so you can make proactive decisions before small problems become big ones.

Designed to Support Every Stage of Your Financial Journey

Designed for Business Leaders

Simbfi helps CEOs, CFOs, and founders build structured financial plans, align their teams on targets, and track performance in real time, so they can lead with confidence and never be caught off guard.

Faster Scenario Planning
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Better Cost Visibility
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Less Reporting Time
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Designed for Finance Teams

Simbfi empowers finance teams and operators to move beyond manual model maintenance, using AI-driven planning and live actuals tracking to focus on analysis and strategy instead of spreadsheet upkeep.

Faster Plan Updates
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Fewer Forecast Errors
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Faster Decisions
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Why Choose Simbfi?

Business leaders are buried in static models and outdated projections. Simbfi uses AI to replace that with a live financial control layer, so your team always knows where the business stands and what to do next.

Accurate Financial Plans

Simbfi rebuilds your financial model in real time as assumptions change, so your plan is never out of date, never broken, and never holding you back.

Real-Time Financial Visibility

Know where your business stands at any moment, including burn rate, runway, and actuals vs plan, without waiting for a finance team report.

Proactive AI-Driven Decisions

Simbfi surfaces risks and recommends actions before problems escalate, giving leadership the intelligence to act early rather than react late.

Already Making an Impact with Global Clients

Helping SaaS companies plan faster, spend smarter, and grow with financial clarity.

4.8/5 on G2

4.5/5 on Product Hunt

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