SimpleFi delivers SAP financial and AI solutions for the office of the CFO, and Business Planning, Analytics & AI solutions for the office of the CIO. We architect and implement best-of-breed analytics, reporting, consolidation, and planning — and we help finance teams adopt SAP Business AI, from Joule and predictive planning to natural-language analytics, with confidence and governance.
Our senior leadership team averages 20 years finance / accounting experience with 15+ years implementing EPM, with a focus on SAP’s Business Data Cloud solutions (SAP Analytics Cloud, SAP Datasphere and SAP Business AI). With an in-depth knowledge of accounting and finance best practices, we commonly act as trusted advisors to C-level leadership.
Who is SimpleFi?
Your partner focused on SAP’s Business Data Cloud solutions
- SAP Partner with Recognized expertise in EPM
- SAP certified customer references and consultants; Staffed with CPAs, MBAs; large consulting base in Chicago and Montreal (Tech Hub)
- Strategic Focus on these SAP Business Data Cloud solutions:
- SAP Analytics Cloud
- SAP Datasphere
- SAP Databricks
- SAP BW, SAP Integration
- BPC – Consolidations and Planning
- BPC Embedded & Optimized
- Average 10+ years experience with SAP BDC solutions
- Trusted extension of SAP resources
- Customer Service Focus
- Implementation Services
- Training
- Ongoing solution optimization
- Staffing
- Company Goal: 100% reference-able customers (we’re almost there)
Who We Are: Delivering Quality
Our goal is 100% reference-able clients leading in their industry
Our success at these clients is due to our best-in-class and experienced consultants
Happy and thought-leading customers continues to lead us to organic growth
SimpleFi Solutions: Market Niche

EPM Practice
- Our team is staffed with CPAs and MBAs who have run consolidations, planning and analytics in corporate roles before joining consulting
- Experts in Planning, Consolidations, Analytics and Integration
- Project Experience over 200 models implemented
- #1 goal to make sure our customers are referenceable
- Our team is comprised of recognized speakers in the space; SMEs with extensive product knowledge
- Dedicated delivery practice; FTEs, not contractors
- SAP utilizes our team to build best in class workshops and demonstrations
- SAP Analytics Cloud Testing (2018; 2019)
- SAP Predictive Planning Demo (2018)
- SAP Analytics Customer Workshops (Mar 2018; Oct 2018)
- BPC Optimized for S4 – Planning and Reporting Demo (2018)
Our people are our biggest asset
Data Practice
- We help organizations unlock the true value of their data by aligning business goals, IT capabilities, and SAP’s evolving data platform.
- Our Data Strategy Advisory Services provide a clear roadmap to modernize your data landscape and prepare for analytics, planning, and AI
- Our team is staffed with certified data warehouse, data lake and AI experts who have run Data practices across the globe before joining SimpleFi
- Experts in Database, SAP Business Warehouse, SAP BusinessObjects and related solutions
- Project Experience over 100 solutions implemented
- #1 goal to make sure our customers are reference-able and at the forefront of technological change
- Our team is comprised of recognized speakers in the space; SMEs with extensive product knowledge
- Dedicated delivery practice; FTEs, not contractors, 100% on-shore
- SAP utilizes our team to build best in class workshops and demonstrations
- BW Modernization
- Business AI across SAP and non-SAP environments
- Data Lakes
Our people are our biggest asset
AI Practice
- We help finance and IT teams move from AI curiosity to AI in production — safely, and with measurable value.
- Experts in SAP Business AI: Joule and Joule Studio, SAP Analytics Cloud Just Ask, Smart Predict, Smart Insights, and predictive planning.
- We design and govern AI use cases across SAP and non-SAP environments — including SAP Business Data Cloud and Databricks for advanced analytics and machine learning.
- Hands-on experience integrating conversational AI (including Claude) with SAP Analytics Cloud to turn questions in plain English into trusted, sourced answers.
- #1 goal: AI use cases that are reference-able, governed, and tied to a finance or analytics outcome — not science projects.
Dedicated delivery practice; FTEs, not contractors.
Our people are our biggest asset
