Make every SaaS company operate like it has a world-class CFO team.
The AI operating system for SaaS finance teams.
SMPL connects pipeline, ARR, revenue, cash, headcount, and financial statements into one intelligent operating model so leaders can understand performance, forecast with confidence, and make better decisions faster.
Live operating view
May 2026 · Executive Summary
ARR
$83.4M
+$0.1M vs plan
Revenue
$7.18M
+1.1% vs plan
Cash
$66.0M
+$37.4M vs plan
Rule of 40
28%
Improving
Pipeline Coverage
2.4×
New logo risk
Headcount
412
+2% vs plan
Enterprise expansion ARR outperformed plan while paid acquisition efficiency remains the largest GTM optimization opportunity.
Unified data layer
Every system feeds one intelligent model.
CRM, ERP, billing, HRIS, spreadsheets, and warehouse data flow into SMPL — governed, reconciled, and ready for executive decisions.
Ingest · reconcile · validate · report
Connected operating model
From pipeline to workforce — one chain of cause and effect.
SMPL links GTM activity to ARR, GAAP revenue, profitability, cash, and headcount so leaders see what happened, why it happened, and what is likely next.
Pipeline
Qualified demand and coverage by segment, region, and motion.
Bookings
Closed-won ARR tied to opportunities and quota attainment.
ARR
Expansion, contraction, churn, and net new ARR in one waterfall.
Revenue
GAAP revenue bridge from deferred revenue and recognition rules.
EBITDA
Operating leverage across S&M, R&D, and G&A with variance drivers.
Cash
Collections, burn, runway, and forecast vs actual cash movement.
Workforce
Headcount, payroll, quota capacity, and hiring plan scenarios.
Executive questions
What do you want to understand?
Select a question — SMPL surfaces drivers, impact, and recommended actions from your governed operating model.
Net new ARR beat plan by $120K in May
Primary driver · Enterprise expansion (+$340K) offset mid-market contraction (−$220K).
Financial impact · ARR closed at $83.4M vs $83.3M budget.
Recommendation · Accelerate CS-led expansion plays in top 20 accounts.
Cash outperformed plan by $37.4M YTD
Primary driver · Annual prepayments and improved collections on enterprise invoices.
Financial impact · Ending cash $66.0M vs $28.6M budget trajectory.
Recommendation · Model hiring pace against updated runway scenarios.
Q3 coverage soft in mid-market new logo
Primary driver · Paid acquisition CAC up 18% with flat SQL→Opp conversion.
Financial impact · Pipeline coverage 2.1× vs 2.8× target for new ARR.
Recommendation · Reallocate $400K to partner-sourced pipeline in H2.
Headcount 2% above plan; payroll in line
Primary driver · Three enterprise AEs started in May; two reqs still open in CS.
Financial impact · Quota capacity +6% vs plan; fully loaded cost +1.2%.
Recommendation · Delay two G&A reqs to Q4 unless pipeline coverage improves.
Revenue +1.1%; EBITDA −3.2% vs plan YTD
Primary driver · GTM spend ahead of plan while R&D hiring slipped one quarter.
Financial impact · Rule of 40 at 28% vs 30% target.
Recommendation · Tighten paid spend and reforecast H2 with updated churn assumptions.
Growth quality improving; efficiency is the focus
Primary driver · ARR and cash ahead of plan; EBITDA miss driven by GTM investment.
Financial impact · Runway extended 14 months vs prior forecast.
Recommendation · Present channel efficiency plan and hiring scenario in board deck.
Partner-sourced ARR 2.4× more efficient than paid
Primary driver · Partner CAC $12K vs paid $29K on comparable deal sizes.
Financial impact · 42% of net new ARR from partner motion YTD.
Recommendation · Increase partner MDF and co-sell capacity in Q3.
Delaying 4 reqs improves cash $2.1M in H2
Primary driver · Pushes $680K payroll and $1.4M quota ramp cost out of year.
Financial impact · ARR growth −0.8% vs base case in FY26.
Recommendation · Run scenario in Workforce Planning with board-ready summary.
Platform modules
Eight modules. One AI-native CFO operating system.
Not a spreadsheet add-on — a governed intelligence layer for revenue, GTM, workforce, cash, and board reporting.
Revenue Intelligence
One trusted ARR and revenue story from pipeline to cash.
GTM Intelligence
Channel efficiency, funnel conversion, and pipeline risk in one view.
Workforce Planning
Headcount, payroll, and quota capacity tied to the operating plan.
Management P&L
Department-level P&L with variance drivers leaders can act on.
Cash Forecasting
13-week and long-range cash with scenario-ready assumptions.
Board Reporting
Executive packages and commentary generated from governed data.
AI CFO Copilot
Ask why metrics moved and get board-ready answers in seconds.
Scenario Planning
Model hiring, GTM, and churn scenarios with full financial impact.
The shift
From reporting assembly to operating intelligence.
Before SMPL
- Disconnected spreadsheets and slide decks
- Stale board packages rebuilt every month
- Manual variance commentary from scratch
- Low confidence in forecast and hiring plans
- Unclear ownership across Finance, GTM, and HR
After SMPL
- One governed SaaS operating model
- Automated executive insights and drivers
- ARR, revenue, cash, and headcount connected
- Board-ready reporting from live data
- Faster decisions with clear recommendations
AI CFO Copilot
Ask why — get drivers, impact, and a board-ready summary.
SMPL is not generic AI text generation. Answers are grounded in reconciled financial and operating data with clear lineage to source systems.
- 1. Primary driver with variance context
- 2. Financial and operational root cause
- 3. Recommended action + board summary
Primary driver · GTM spend ran 4.2% above plan while revenue beat by 1.1%.
Financial impact · EBITDA miss of $186K vs plan for May; YTD −3.2% vs budget.
Operational root cause · Paid acquisition CAC increased 18% with flat SQL→opportunity conversion.
Recommendation · Reallocate $400K from paid to partner-sourced pipeline in Q3.
Board-ready summary
Growth quality is improving; efficiency is the board focus for H2.
Governed intelligence
Validation before narrative.
Every insight ties back to reconciled models — so executives trust the numbers before they trust the words.
ARR waterfall ties to bookings and CRM closed-won
Net income ties to cash flow statement
Cash ties to balance sheet ending balance
Closed won ties to Salesforce opportunities
Payroll ties to workforce plan and HRIS
Forecast ties to budget and latest actuals
Our mission
We believe finance teams should spend less time assembling reports and more time shaping the future of the business.
SMPL gives SaaS operators the financial intelligence layer they need to make better decisions, faster — with the rigor of a world-class CFO team behind every metric.
Turn your SaaS operating data into executive decisions.
Walk through the May 2026 board package or book time with our team to see how SMPL connects your stack into one intelligent operating model.
Contact us