Data Panda brings your Simplicate data together with the data from the rest of your firm. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.
Simplicate was founded in 2014 in Groningen by Peter Hager and Gerard Loode, and joined the Blinqx group in 2024. The product targets professional service firms: accountancy practices, architects, consultancies, engineering shops, creative and digital agencies, and online marketing studios. Simplicate counts more than 1,700 customers and ships eight named modules: CRM, Sales, Projects, Capacity Planning, Hours, Invoicing, HRM and Insights.
Pulling Simplicate into a warehouse is not about replacing its Insights module. It is about the questions that span modules: realised project margin after cost-of-hours, billable-rate use per role, retainer hours delivered against retainer hours sold, and the gap between booked capacity and the pipeline behind it. Those answers live across Simplicate's projects, planning, hours and invoicing tables; in a warehouse they sit next to your accounting, payments and marketing data.
One picture of projects, hours, retainers and invoices instead of eight modules in Simplicate.
Keep Simplicate aligned with the tools around it without the weekly export.
Use Simplicate history to forecast slip and flag scope drift before invoicing day.
Internal tools on Simplicate data for people who should not be opening Simplicate.
A list of concrete reports, automations and AI features we have built on Simplicate data. Pick the one that matches your situation.
Which retainer clients are quietly costing us money?
Hours delivered to each retainer client against the hours their contract pays for, with cost-of-hours layered in. Surfaces the accounts that look healthy on revenue but cross the breakeven line on delivered time, ranked by how much margin is leaking this quarter.
Where is our billable-rate use being lost?
Billable hours over total hours per team and per role, broken down by what the non-billable hours went into: internal projects, sales support, training or unbooked time. Tells the firm lead which bucket to attack instead of asking everyone to be more billable.
Is our capacity pipeline gap about to bite next quarter?
Planned capacity per role against booked work plus the weighted pipeline behind it. Flags the role bands that are about to sit underused or the skills the firm is about to oversell, ten weeks before payroll feels it.
Hours at cost against invoiced revenue per project, plus retainer burn against retainer revenue per client. The month-end reconciliation between Simplicate and your accounting tool stops being a spreadsheet and becomes one query.
Quote win rate by client segment and project type, next to which signed quotes turned into delivered margin and which became scope-creep losses. The next pricing call stands on history, not gut feel.
Capacity per role against booked work and weighted pipeline, plus timesheet completeness by week. Team leads can see the role band that is about to sit underused before it hits payroll.
Sent invoices in Simplicate land as sales journal entries in Exact Online with the right customer, VAT regime and ledger code. Credit notes and payment status flow back, so the bookkeeper closes the month without exporting two files. Most Dutch service firms running Simplicate keep their general ledger in Exact, and the warehouse view of that seam belongs in one place.
For firms whose accounting sits in Yuki rather than Exact, sent Simplicate invoices map to Yuki sales bookings with the right ledger and VAT, and incoming Yuki payments mark the Simplicate invoice as settled. Account managers stop having to ask the bookkeeper which clients have paid.
When a HubSpot deal hits closed-won, a draft project and quote land in Simplicate with the right contact, company and deal value, ready for the project manager to staff. Quote sent, signed and invoiced states flow back to the HubSpot deal, so marketing sees which campaigns end in delivered revenue, not just signatures.
A channel ping fires when delivered hours on a project cross a threshold of the quoted budget, with the project manager and account manager tagged and a one-click link to the Simplicate project. The conversation about scope-creep happens before the final invoice, not after the client pushes back.
These are the 44 tables we currently pull from Simplicate into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.
Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.
You keep the reporting tool you already have. We connect it to the warehouse where your Simplicate data lives.
OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.
Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.
We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.
We set up the foundation. Your team builds on top.
Best fit Teams that already have a BI analyst or data engineer and want to own the build.
We build the whole thing, end to end.
Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.
You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.
Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.
No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.
The questions are similar (project margin, retainer burn, capacity versus pipeline) but the data model differs. Simplicate ships eight named modules (CRM, Sales, Projects, Capacity Planning, Hours, Invoicing, HRM, Insights) and the warehouse mapping follows that split. Firms that grew on Simplicate's broader service-firm fit (accountancy, architects, engineering) usually need their own per-sector breakdowns layered on top, which is easier from a warehouse than from inside the Insights module.
Yes. Service agreements, the hours sold per period, and the hours delivered against them are all in the model. That is what makes retainer-burn and renewal-risk reporting possible without exporting CSVs from each contract.
We review your Simplicate setup and the systems around it. Together we pick the first thing worth building.