Feature 06 · Stay in control
Every peso attached to the job it belongs to
Keep customer payments, expenses, budgets, approvals, and financial records connected to the work or project they belong to.
Money in and money out both sit on the booking, so profitability is a report rather than an afternoon of guessing.
Finance
Collected
PHP 335,000
Outstanding
PHP 74,150
Unreconciled
3
Spent
PHP 118,400
Budget left
PHP 41,600
For approval
2
Every amount stays attached to the booking or project it belongs to.
Switch between money in and money out.
What this solves
The three things that usually go wrong
Balances get chased whenever someone remembers
The payment manager knows what is owed and when, and reminders go out on schedule.
Nobody can say what a job actually earned
Costs, payouts and expenses attach to the booking, so margin is visible per job.
Spending gets approved over chat
Requisitions and purchase orders carry an approval trail before money leaves.
What is inside
Every capability, and what it actually does
Pick any capability to see what it means in day-to-day operations.
Money coming in
Money going out
Keeping control
In practice
Money in and money out both sit on the booking, so profitability is a report rather than an afternoon of guessing.
Built and run inside a working studio since 2022.
Where this connects
This is one part of a connected operation
Nothing here works in isolation — the context arrives from one side and carries on to the other.
Comes from
Client experience
Client payments arrive through the portal and land against the booking.
Go to client experience →Leads to
Business insights
Recorded money becomes revenue performance and the income statement.
Go to business insights →Runs alongside
Team coordination
Completed work feeds payouts, which are part of the cost of the job.
Go to team coordination →Who this helps most
See it for your kind of business
Questions
Before you ask
Yes. A booking can carry a deposit and scheduled balances, each tracked with its own due date.
It gives you operational finance — what each job earned and cost, with approvals and reconciliation. Many teams still file statutory accounts separately.
Approval rights come from roles and permissions, so requests route to the right person rather than being decided in chat.
Yes. Because payments, expenses and payouts attach to the booking, margin per job is reportable.
See what connected operations could look like for your business
Payments and Finance is one of eight parts of the operation Simplifi connects. The next step is seeing how the whole workflow could fit your business.