Run Your Business and Manage Your Money—All in One Simple App
Simple helps you manage customers, invoicing, inventory, sales orders, POs, schedules, and personal finance — all in one place
Simple Features
Banking
Stay in control of your cash flow with simple, instant account tracking.
- Track multiple accounts (checking and credit cards)
- Record deposits, withdrawals, and transfers
- Instant updates as you enter—no waiting, no syncing required
- Categorize transactions for better financial visibility
- Reconcile accounts with your bank and credit card statements
- Simple, clean interface designed for everyday use
- Print checks with ease
Stay on top of your business and personal finances without the complexity of traditional accounting software.
Dashboard
Stay on top of your business with a complete, real-time overview.
- View year-to-date or month-to-date sales by category
- Track sales trends over the past 18 months, 18 weeks, 90 days, 60 days, and 30 days
- Monitor payments received in the last 60 days
- See daily sales performance and a sales summary in dollars
- Identify your top-selling products at a glance
- View your day’s schedules without opening Schedules module
Make smarter decisions with clear insights that help your business grow every day.
Invoices
Handle invoicing quickly with fast, accurate results as you work.
- Automatic customer information lookup
- Instantly override Ship-To address
- Auto-calculated due dates
- Check inventory without leaving the screen
- Find compatible replacements for discontinued items
- Pick serial numbers for equipment
- Select quantities from multiple locations
- Automatically update inventory and customer records in real-time
- Generate packing lists instantly
- Print or email invoices with one click
- Auto-reverse invoices or create credit memos and returns
Simplify your billing process and keep every transaction accurate, fast, and fully synchronized.
Customers
Manage every customer relationship from one powerful screen.
- Quick search with multiple sorting options
- View customer locations on a map or get directions
- Add unlimited contacts and Ship-To addresses
- Add unlimited notes with timestamps and multiple security levels
- Store unlimited contacts per customer
- Access full history of sales orders, invoices, items, and payments — all with hyperlinks
- Attach pictures and PDF documents
- Track real-time invoice aging and receive payments
- Set up local tax rates for out-of-area customers
- Print or email customer statements
- Define tiered pricing for each customer
Keep every detail organized, accessible, and up to date — so you can serve customers better and grow your business.
Sales Orders
Simplify order processing with fast, accurate results—no delays.
- Automatic customer information lookup
- Instantly override Ship-To address
- Auto-calculated due dates
- Check inventory without leaving the screen
- Find compatible replacements for discontinued items
- Reserve equipment by serial number or item quantity
- Select quantities from multiple locations
- Automatically update reserved quantity in inventory
- Print or email sales order
- Generate invoices with one click
Manage every order faster and more efficiently — all from one screen.
Inventory
Manage your entire inventory in real time with powerful tracking.
- Quick search with multiple sorting options
- Search all serial numbers, including sold items
- Real-time view of in-stock, on-order, reserved, available, MTD, and YTD quantities
- Track detailed quantities across multiple locations
- Transfer inventory between locations easily
- Compatible items list for quick substitutions
- Attach documents and pictures to any item
- View purchase order, sales order, and invoice history with hyperlinks
- Print item and equipment labels with QR code
- Tiered pricing for each item type
Keep complete control of your stock, pricing, and items — all from one organized and intelligent inventory system.
Vendors
Manage vendor relationships and purchasing information in one place.
- Quick search with multiple sorting options
- View vendor locations on a map or get driving directions
- Add unlimited notes with timestamps and security levels
- Store unlimited vendor contacts
- View complete purchase order history with hyperlinks
Keep your vendor details organized and accessible — making purchasing and supplier communication faster and more efficient.
Purchase Orders
Simplify your purchasing process with simple, instant control.
- Automatic lookup of vendor information
- Instantly override Ship-To address
- Synchronized updates for inventory and vendor records
- Print or email purchase orders
- Attach documents and pictures to each order
- Receive inventory directly from purchase orders
- Automatically close orders when all items are received
- Manually close or reopen purchase orders anytime
Manage purchasing, receiving, and vendor tracking — all in one efficient system.
Bills
Never miss a payment and stay organized with your expenses.
- Enter and track bills from vendors
- Easily view due dates for all bills and their due status
- Record full or partial payments
- Link bills to purchase orders (if applicable)
- View outstanding and paid bills at a glance
Easily manage what you owe and when it’s due. The Bills module helps you track vendor bills and due dates — so you can keep your business running smoothly and maintain strong vendor relationships.
Schedules
Manage your schedules easily with a powerful, calendar-based system.
- Easy creation of both personal and group schedules on an Outlook-style calendar
- Prioritize schedules with 10 customizable color options
- View schedules by Day, Work Week, Week, Month, Year, or Agenda views
- Separate or combine personal and group schedules
- Switch between personal and group schedules with simple drag-and-drop
- Full-screen mode for easier scheduling
- Adjust time intervals: 5, 6, 10, 15, 30, or 60 minutes
Plan, organize, and track all schedules visually — saving time and improving team coordination.
Reports
Get powerful insights with real-time reporting across every module.
- Access pre-built reports for all modules
- Filter, sort, and group data instantly for custom views
- Export reports to PDF or Excel with one click
- Generate summaries or detailed reports by any field on the report
- View real-time performance metrics for your entire operation
- All reports are fully customizable by the end user
Make informed decisions with accurate, up-to-date information — anytime you need it.
Why choose Simple?
You want to get up and running fast
You don’t need complex workflows
You’re tired of overcomplicated software
Centralized data management ensures accuracy and consistency.
Clean, affordable, no-subscription solution
Everything you need. Nothing you don’t