Finance that runs like operations
Spifex connects teams, workflows, and data so leaders can act with speed and certainty—without disconnected silos.
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A single operating model connects every module
Spifex is designed around an operational loop: plan intent, execute with controls, reconcile with evidence. This is how forecasting becomes trustworthy and reporting becomes actionable.
Solutions for the teams that run the business
Spifex connects finance and operations by making ownership, classification, and workflows explicit—so each team gets clarity without separate systems.
Core solutions built from the platform
Each solution is a practical operating system pattern. Spifex combines the right modules so the outcome is measurable, governable, and scalable.
Cash visibility you can trust
Planning becomes reliable when it is connected to execution events and continuously reconciled. You see what is planned, what is executed, and what changed—by owner, team, and initiative.
- Planned movements with owners, dates, categories, and scenario modeling.
- Pipeline signals translated into expected inflows with timing and confidence.
- Variance tracked weekly (planned vs actual) with drivers and accountability.
- Unplanned movements surfaced explicitly instead of hidden in spreadsheets.
- Dashboards that connect cash outcomes to operational ownership.
- Forecast accuracy trend over 4 weeks with variance drivers.
- Unplanned share and top sources by department/project.
- Time-to-close and reconciliation lag across teams.
Spend governance without bottlenecks
Control spend using rules, approvals, and ownership that match how teams operate. Execution stays fast, but policy is enforced and exceptions are visible.
- Role-based approvals and thresholds for requests, settlements, and transfers.
- Budget ownership by department with variance and commitment visibility.
- Project attribution so spend maps to initiatives—not generic buckets.
- Standard settlement flows (partial, split, internal movement) with traceability.
- Policy-driven controls that reduce rework and keep execution consistent.
- Approval time by team and bottleneck stage.
- Budget variance and commitment coverage by department.
- Spend allocation completeness by project and category.
Banking and payments as an operational workflow
Centralize bank accounts and payment execution with built-in controls. Tie payment events to planned intent, ownership, and reconciliation so cash timing becomes predictable.
- Bank account centralization with org-scoped structure and controls.
- Vendor payments and transfers connected to approvals and ownership.
- Execution events tied to planned movements for clear traceability.
- Reconciliation signals close the loop with evidence and exception handling.
- Consistent cash timeline: intent → payment → match → reporting.
- Payment execution velocity (created → approved → executed).
- Settlement completeness (partial/remaining) by owner and team.
- Reconciliation lag by account and workflow type.
Faster close and audit-ready structure
Close faster by making classification and reconciliation continuous. Use ledger-first structure and automation so finance data stays consistent across every module.
- Chart of accounts and classification rules that standardize reporting.
- Continuous reconciliation with structured matching and evidence links.
- Automation that reduces manual rework and duplicated data entry.
- Audit trails across changes, approvals, and reconciliation actions.
- Consistent data across Cashflow, Spend, Banking, Projects, and Departments.
- Close lag and reconciliation completion rate.
- Exceptions volume by category and resolution time.
- Classification consistency (unknown/unmapped share).
Initiative and team profitability visibility
Measure profitability and contribution by project and department, not only by company totals. Turn accountability into a measurable operating loop.
- Costs and revenues attributed to initiatives with consistent ownership.
- Department budgets and commitments connected to operational governance.
- Margin and contribution view by project, team, and time window.
- Variance and burn tracking to support prioritization and resourcing decisions.
- KPIs that connect delivery reality to financial outcomes.
- Project margin and burn rate trend by initiative.
- Budget variance by department with drivers.
- Allocation completeness (percent attributed) across movements.
Connected operations: inventory, revenue, and cash
Stop treating operational systems as separate from finance. Link inventory movements and costing to margin, connect CRM pipeline to expected inflows, and keep everything consistent through the ledger structure.
- Inventory movements tied to costing and valuation for real margin visibility.
- Operational inputs become planning signals for purchasing and cash timing.
- Revenue pipeline expectations translated into cash assumptions and scenarios.
- Ledger-first classification keeps operational data finance-consistent.
- Shared ownership and evidence reduces disputes and rework across teams.
- Inventory turnover, shrinkage, and stock accuracy trend.
- Expected inflow coverage and conversion by pipeline stage.
- Margin impact driven by valuation and operational changes.
Workflows that keep the loop closed
These workflows turn modules into a repeatable operating system: reconcile continuously, automate classification, and report on KPIs that drive execution.
Match planned intent to execution events, attach evidence, and resolve exceptions continuously—so closing becomes routine.
Reduce manual work by standardizing classification and keeping data consistent across every module.
Measure what moves the business: accuracy, velocity, governance, and profitability—by owner and operational structure.
How teams roll it out
Spifex is designed for modular adoption. Start with structure, then connect execution and reconciliation so reporting becomes a byproduct.
Make finance operational
Replace disconnected silos with a single operating layer for planning, execution, reconciliation, and KPI-driven decisions.