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About Us.

Make everything as simple as possible, but not simpler.
 
  ⋆ Albert Einstein

Where We Started

SimplifyIT was founded in 2004 by former bankers and fintech professionals who were tired of bloated software that slowed everything down. Our goal: build tools that actually help financial institutions work faster, not harder.

What We Offer

We build intranet software, help desk tools, form workflows, audit tracking, and smart search solutions - all specifically for banks and credit unions. Everything is designed to be secure, fast, and easy to manage.

Why Simple Wins

Simple isn't just our name - it's our design principle. From day one, we've focused on removing the friction, confusion, and vendor noise that creeps into most internal platforms.

Our software feels familiar, even when it's powerful. Whether you're routing tickets, posting policies, or prepping for an audit - you'll never need a training manual.

What Makes Us Different

  • Built specifically for financial institutions
  • No forced cloud - you choose the deployment model
  • Fastest rollout times in the industry
  • Trusted by institutions with assets from $20 million to more than $4 billion, all across the U.S.
  • Real support. No outsourced help desks. No waiting weeks.

Learn More

 
 
 
 
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
✦ trusted in banking since 2004 ✦