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Drive EBITDA. Find Savings. Maximize Value.

Spend Analytics Agent

Our AI agent automatically aggregates, categorizes, and analyzes spend across your entire portfolio, identifying millions in actionable cost-saving opportunities.

Portfolio Operations

How SimplAI Unlocks Portfolio-Wide Savings

Deploy specialized AI agents to automate spend data aggregation, categorization, and opportunity analysis. SimplAI empowers operating partners and PortCo CFOs to drive EBITDA uplift by finding and executing on procurement synergies and cost reductions.

Aggregate & Normalize Spend Data Instantly

SimplAI connects to any ERP or accounting system (from NetSuite to QuickBooks) to pull, clean, and normalize 100% of portfolio company spend data.
  • Consolidates spend from disparate GLs and systems
  • Handles multi-currency and complex data formats
  • Creates a single, unified spend cube for your portfolio

Auto-Categorize Every Line Item

Our agent uses AI to automatically categorize all vendor spend (direct, indirect, T&E) to a consistent, granular taxonomy.
  • Achieves 95%+ categorization accuracy, out of the box
  • Identifies parent/child vendor relationships
  • Reduces manual data cleansing by hundreds of hours

Identify Procurement & Vendor Synergies

The agent identifies vendor consolidation opportunities across the portfolio, giving you the data to negotiate high-volume discounts.
  • Flags where 5 PortCos use the same software at different prices
  • Identifies redundant vendors for easy consolidation
  • Provides a clear, actionable list of procurement savings

Benchmark Spending & Flag Anomalies

Compare spend on a per-FTE or %-of-revenue basis across portfolio companies to spot outliers and drive best-practice adoption.
  • Benchmarks T&E, software, and marketing spend
  • Flags maverick spend and contract non-compliance
  • Alerts you to rapid increases in vendor costs

Results that matter

SimplAI converts messy spend files into actionable EBITDA uplift - improving margins and team efficiency.
Identified Cost Savings (Year 1)
3-5%
of Spend
Manual Analysis Reduction
90%
Spend Under Management
100%
Time to Full Portfolio Visibility
< 1 Week

Ready to Find the Hidden EBITDA in Your Portfolio?

Stop letting decentralized data hide millions in savings. Deploy the SimplAI Spend Analytics agent and give your operating partners the tools to drive real value, fast.

Built for Operating Partners & CFOs

Built for Operating Partners & CFOs

Adapts to your processes. Handles spend analytics end-to-end. Works 24/7.

Scales Like Software

Scales Like Software

Analyzes billions in spend across 100+ portfolio companies with perfect consistency.

Built for Procurement

Built for Procurement

Trained on vendor categorization, invoice data, GL/chart of accounts, and procurement synergies.

Integrated With Your Stack

Integrated With Your Stack

Works with NetSuite, SAP, Oracle, QuickBooks, and any ERP or accounting system.

Compliant by Design

Compliant by Design

Manages all sensitive financial data with a full audit trail and role-based access controls.

Instant Savings Identification

Instant Savings Identification

Go live in 4 weeks and see a measurable, actionable list of cost-saving opportunities.

Trusted by Industry Leaders