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Like many founders and finance teams, we lost time, money, and clarity to broken Excel models and projections that were out of date the moment they were built, so we built better.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

Dynamic Financial Planning
- Build 12-month financial plans automatically
- Instantly update when assumptions change
- Eliminate spreadsheet errors and delays

Real-Time Actuals Tracking
Always know if execution matches your plan
- Track actuals vs projections every month
- Monitor burn rate and runway in real time
- Spot gaps before they become problems

AI-Powered Financial Insights
Surface risks and opportunities instantly
- Get AI-recommended actions from live data
- Identify risks before they escalate
- Make proactive decisions with confidence
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.
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.
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




