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From Our Founders

In the News — 07 OCT 2020

Cash Flow Mike, President on Launch of Beta Testing

"We are truly excited to be doing something revolutionary by introducing the first-ever social financial platform, giving small-business owners the ability to connect their financial data story with the people who actually impact it,” said Mike Milan, President of Simplex Financials, Inc. “During this focused beta test, we are looking for feedback on usability, functionality and user experience for the platform’s three main features.

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In the News — 18 August 2020

Chairman & CEO, Robert J. Chandler on the first-ever Social Financial Platform

"There is great excitement as we dive into the launch of the first-ever social financial platform," said Robert J. Chandler, Chairman and CEO of Simplex Financials, Inc. "In today's economy we are watching businesses change right before our eyes and this innovative technology platform helps business owners overcome daily financial challenges, while simultaneously keeping the accountant informed of how each client is performing."

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Press Releases

AUGUST 18, 2020 (PRLEAP.COM) BUSINESS NEWS

Simplex Financials, Inc. Announces Acquisition of Elevate Financial Training and Launches the First-Ever Social Financial Platform to Help Businesses Make Strategic Decisions

(PRLEAP.COM) San Antonio, TX – Simplex Financials, Inc., a technology company focused on helping small business owners overcome their financial challenges, announced today the closing of an undisclosed funding round, as well as the acquisition of Elevate Financial Training, a leader in financial training courses focused on improving profitability and cash flow in businesses. 

This acquisition extends Simplex Financials’ existing platform to officially launch Snopsis, the first-ever social financial collaboration platform for small businesses. 

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News Articles

Simplex Financials Launches Social Financial Platform for Small Business

CPAPracticeAdvisor.com - August 26, 2020

This acquisition extends Simplex Financials’ existing platform to officially launch Snopsis, the first-ever social financial collaboration platform for small businesses.

Simplex Financials, Inc. Announces Acquisition of Elevate Financial Training and Launches the First-Ever Social Financial Platform to Help Businesses Make Strategic Decisions

IntuitiveAccountant.com - August 21, 2020 

Snopsis provides a one-of-a-kind solution that allows business owners to easily capture and instantly access the detailed metrics they need, while also gaining insight on pitfalls and opportunities that may lie ahead. 

Simplex Financials Launches Social Financial Platform for Small Business

SmallBizTrends.com - August 20, 2020

Simplex Financials’ new Snopsis platform integrates data from accounting software. The information is analyzed and notifications are pushed out to users. Subsequently, teams can collaborate, discuss data-driven notifications, and make vital business decisions in real-time.


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