Making Software Invisible for Financial Leaders

David Sawatzky, CEO of Confero, emphasized, “The best software should be invisible, enabling financial leaders to focus on decision-making rather than navigating complex interfaces. The new Simpl UI offers robust controls while facilitating a cleaner, faster experience that not only simplifies daily tasks but also increases engagement.”

Key Features of the New User Interface

The improved user interface launching on June 3 brings several notable enhancements:

• Dynamic Destination Page: A fixed banner that showcases up to ten actionable items and real-time updates—such as invoice approvals and payment reminders—will greet users upon logging in.
• Streamlined Invoice Management: This feature mirrors the natural workflow of Accounts Payable teams, allowing for swift supplier payments while minimizing errors.
• Interactive Financial Dashboards: Enhanced visualizations of dashboards and graphs render critical financial data more impactful—ideal for presentations and investor updates without requiring additional formatting efforts.
• Real-Time Alerts and Notifications: The Approvals and Payments menu will highlight pending tasks and display live account statuses, with alert colors changing dynamically for immediate visibility on payment signatures.
• Accelerated Support Options: Quick-action links such as “Submit a Request” and “Urgent After Hours” will be easily accessible, integrating seamlessly with the vision Helpdesk to streamline support and significantly reduce response times.

Efficiency Gains for Financial Teams

According to Danny Kemp, Director of Canned Products, “These changes can save countless hours each week across numerous interactions. Our users are banking on Simpl to manage millions in weekly cash flows, and every second matters.”

Future AI Capabilities on the Horizon

While the revamped Simpl UI will be available for current users on June 3, Confero is also rolling out advanced AI features. These enhancements will not only enhance historical reporting but will also unlock forward-looking financial intelligence.

What’s Next in AI for Simpl?

Upcoming features will include:

• Predictive Modeling and Scenario Analysis: These tools will help anticipate future performance, assess risks, and facilitate proactive planning.
• AI-Driven Data Interaction: Users will be able to pose complex financial inquiries in natural language and receive immediate contextual insights along with visual data presentations.

Join the Financial Evolution with Simpl

The next-generation user experience of Simpl aims to meld the capabilities of a financial analyst with that of a data scientist, all within a conversational platform. This facilitates quicker decision-making, smarter strategies, and the ability for companies to stay ahead of the curve.

For an in-depth exploration of the new features or to schedule a personalized consultation, please reach out to your financial representative or visit conoglobal.com/request-a-consultation.

About Global Can

Global Can is revolutionizing how investment managers and software providers in private equity (PE) and venture capital (VC), as well as professional services, healthcare organizations, and non-profits develop and enhance their financial services. By integrating AI-compatible technologies, processes, and personnel, Confero’s finance as a service delivers accurate financial visibility, operational scalability, and a streamlined cost structure. Discover more at REFIOGLOBAL.com.

Contact Information

For further inquiries, please contact:

Bridget Howard
Marketing VP
Bridget@conserroglobal.com
512-277-4443

Source: Can