Simpli.fi
Simpli.fi
The Advertising Automation Platform
for Agencies, Brands, and Media Companies that Drives Performance and Efficiencies
Simpli.fi is a leading provider of workflow software and programmatic advertising solutions, serving over 1,500 agencies, advertisers, and media buying organizations. Our solutions enable our customers to perform more effectively and efficiently, and maximize ROI on their advertising spend across CTV, mobile, display, and other media types. Our platform delivers performance on budgets of all sizes, executing over 100,000 campaigns for 25,000 advertisers in a typical month. Simpli.fi’s investors include leading private equity firms Blackstone and GTCR.
Simpli.fi’s Platform Is The Solution for Media Buying Organizations
Omnichannel capabilities enable media buys of all types through any source
All-in-one vertical software solution that streamlines workflow and reduces errors
Highly automated Demand Side Platform (DSP) that delivers results for campaigns of all sizes
Granular targeting for hyper-targeted audiences using unstructured data
Integrated measurement, reporting, and attribution tools
Media Buying Solutions
CTV
The precision of digital with the impact of TV. Marketers can reach their ideal audience locally or nationwide based on consumer demographics, purchase behavior, financial profile, interests, online browsing behavior, location intelligence and more. Measured and optimized to true business outcomes ranging from online transactions to incremental foot traffic visits. CTV ads can be truly audience directed or the content can be shaped to meet individual campaign needs across the highest quality networks and shows.
Addressable
The most customizable and scalable solution available to identify, reach and message specific households across any web connected device with any creative type. Access over 120 million address-level identity graphs to instantly activate digital campaigns utilizing 1st party data or curate unique household audiences by selecting from 700+ consumer data variables. Planning is easy with instant household and device counts and campaigns can be optimized to a broad range of desired outcomes. All complete with zip code +4 level reporting.
Mobile
Deliver ads to the right audience based on location data at scale without sacrificing precision. Measure foot traffic visits across locations with real-time reporting on visit rates and visit lift from your campaigns. We use our own proprietary DMP for ingesting millions of unique privacy compliant time-stamped GPS coordinates daily from consumers’ mobile devices as they live, work and play. Our Geo-Fencing and Conversion Zone solutions set the standard for location-based marketing and measurement.
Video
Advanced targeting capabilities give you the ability to reach your ideal consumer utilizing the most popular ad formats and video lengths. Detailed and transparent reporting gives marketers real-time feedback on video-specific performance metrics such as viewability, completion rate, mute rate and more. Beyond CTV, short form video has grown across publisher websites, mobile apps and social media.
Display
Our audience-first display advertising solutions give marketers the ability to achieve increased performance, faster, with deeper campaign insights. Retarget website visitors or deliver ads to the right consumer at the right time utilizing our unique keyword-level behavioral targeting solutions. Reach consumers based on keywords they search or within the context of the subjects they are reading while online. Our platform allows you to bid, optimize and report on impressions and performance at a keyword-level.
Social
Target, measure and report on social media ad campaigns. Marketers can plan and manage campaigns’ budgets as well as the performance of their social media campaigns alongside their programmatic CTV, video, display, and native campaigns. Take advantage of a single interface with comprehensive visibility into campaign performance via unified reporting. We support all targeting and measurement capabilities that exist within Facebook & Instagram.
Software Solutions
Accounting
Our comprehensive accounting system includes billing, accounts payable, general ledger and more. Real-time data and updates are centralized, communicating across systems, which seamlessly integrates your accounting with your media planning/buying and project management.
Media Planning & Buying
A central location to plan, buy and manage all media types including broadcast, digital, print and out-of-home. Our complete media platform streamlines your media workflow from planning to buying and reporting. The entire lifecycle of your media will have a digital record that you can access in real-time. Orders can be generated from media plans, which automatically creates billing records. Electronic communications, makegoods and powerful campaign monitoring tools increase efficiency.
Project Management
Our software enables managers to track, communicate about and collaborate on any job or project in real-time. The tools work with any workflow, from agile to waterfall and even on-the-fly assignments. Schedules and visualizations keep you ahead of deadlines and budgets with accurate and up-to-date job statuses and hours spent on projects displayed in customizable dashboards and reports. Our resource management tools track availability with workload schedules allowing you to assign or reassign resources in real-time. Plus, visual indicators show over- or under-utilization so you know the standing of every person on your team at a glance.
Accounting Software Purpose-Built for Media Buying Organizations
Reap The Benefits Of A
Fully-Integrated Agency
Accounting Process
Streamline your accounting workflow with a system that’s fully integrated with our project management and media planning/buying solutions.
Robust Accounting Software
Solutions For Driving
Workflow Efficiencies
Easily handle multi-office processing with automatic journal entries for work-in-process, media liability, revenue recognition, & more.
Protect Your Media
Buying Organization With
A Complete Audit Trail
Utilize a robust accounting system that offers a variety of features, including billing, budgets & forecasts, general ledger, & more.
Integrated Media Software forPlanning, Buying, & Management
Maximize Efficiencies
With a Centralized Media
Buying & Planning System
Plan and manage your media buys from a single, central location for all media types, including Broadcast, Digital, Print, OOH, & more.
Streamline Your
Workflow With Media
Management Automation
Save time and eliminate errors with automation tools built to communicate with vendors, create media orders from plans, & manage makegoods.
Full Accounting Integration & Digital Records of Your Media Buys
Enjoy a highly-automated and integrated workflow built to help buyers track everything from plans to billing, reconciliation, & payables.
Project Management
for Media Buying
Project Management
Designed To Meet The
Needs Of Your Team
Experience a robust and integrated project management system that provides flexible planning options, a clear focus, & transparency.
Adaptable Workflows
Readily Available For
Any Type Of Project
Employ the most effective workflow methodology for your team with adaptable and easy-to-understand visualizations of project schedules.
Provide Instant
Communication Across
Teams & Offices
Communicate and collaborate with your team on a single platform that tracks all communication for a project and updates in real-time.
Simpli.fi features
- Audience Targeting
- Bidding Strategies
- Campaign Management
- Conversion Tracking
- Cross Channel Attribution
- Customer Segmentation
- Display Ad Management
- For Advertising Agencies
- Multi-Channel Marketing
- Predictive Analytics
- ROI Tracking
Simplifi by Quicken Features
Availabilty: US-based consumers only. You can also link only US-based financial institutions. The app is not available to non-US residents and cannot accommodate non-US financial accounts.
Simplifi Dashboard: You can customize your dashboard to meet your own personal preferences. But you’ll start out with a default titles that will help you to organize your finances:
- Account List (Net Worth)
- Spending Plan – breaks down spendable income, bills and subscriptions, with money available for discretionary spending.
- You Have Sent (in the last few days)
- Upcoming
- Top Spending Categories in the Last 30 Days
- Spending Watchlists (you can create multiple spending watch lists and all are accessible from the Dashboard view)
- Spending Over Time
- Income by Month
Projected Balances Tool: One of the most valuable tools offered by the platform, it provides you with a visual representation of your estimated balance over the next 30 days. Projected Balances are estimated using your recurring transactions, and will give you the ability to know what your account balances will be ahead of time.
Customer support: No phone, live chat or email contact indicated. But the platform does offer a comprehensive Help Center with articles and resources to address your concerns.
Mobile app: The Simplifi Mobile App is available on Google Play for Android devices, 5.0 and up, where it has already been installed by more than 10,000 users. It’s also available at The App Store for iOS devices, 9.0 or later, and is compatible with iPhone, iPad, and iPod touch.
Account security: This is always a concern when you are aggregating all of your financial accounts on one platform. Using the Quicken system, data is securely transmitted from your bank servers using 256-bit encryption. The information is downloaded from your bank accounts and kept completely confidential. It is used only to update your accounts.
Simplifi by Quicken Pricing and Fees
First, you can try Simplifi completely free for the first 30 days. Take a trial run, and if you like it, you can sign up for the service using two options. You can either choose the monthly plan, at $5.99 per month, or pay annually at a flat $47.99 ($3.99 per month).
If you sign up for the annual plan, you’ll save $23.89 per year over the monthly plan.
Please be aware that Simplifi is a separate Quicken product, and subscribing to it does not automatically provide the services of Quicken itself or any other product offered by the company.
Similarly, membership in Quicken doesn’t automatically entitle you to a Simplifi subscription. In fact, the two services aren’t even compatible!
