Financial Management for Investment Firms
Set budgets by entity, fund, or portfolio company, issue controlled corporate cards to teams, manage payments, and track group spend across the structure in real time.
Can group finance see spending across every entity?
Investment firms spend across funds, subsidiaries, portfolio operations, and executive teams. When it runs through separate cards and accounts, group finance can't maintain a consolidated view. Without unified spend management, the group picture stays fragmented.
Manage every riyal across your investment group on one platform
Whether you manage one investment entity or a diversified group, SiFi's spend management platform helps you control and report spending by entity, fund, department, project, or cost centre.
Track allocated versus actual spending across entities, funds, departments, projects, and executive teams in real time with business spend management.
Give executives, investment teams, department heads, and approved employees access to funds in minutes, not days.
Approve purchases, reimburse teams, and reconcile expenses across entities in hours, not days, with reimbursement automation.
Multi-entity spending without scattered cards or manual allocation
Give approved teams access to funds while group finance maintains visibility across every entity. Teams can operate efficiently through one business payments platform while each expense remains connected to the correct company, fund, department, or budget.
- Set budgets by entity, fund, department, project, or cost centre
- Give executives and investment teams controlled spending access
- Separate entity expenses from shared group costs
- Route higher-value purchases through approval workflows
- Track every expense against the correct entity or budget
Built for how investment firms manage spend
See how investment firms, holding companies, and multi-entity groups leverage SiFi's spend management platform to manage their spend.
Allocate and monitor costs by entity, fund, department, project, or cost centre. SiFi keeps due diligence, travel, subscriptions, and operational expenses connected to the correct budget with expense tracking for business built in.
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Equip executives, investment professionals, department heads, and approved employees with virtual or physical corporate cards, supported by defined limits and spending controls. Virtual corporate cards can be issued to approved teams in seconds.
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Simplify expense submissions for investment, executive, and operational teams. Automate approvals and reimbursements to reduce manual follow-up and maintain clear records. Reimbursement automation keeps employee expense management off finance's plate.
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Ensure every transaction is properly logged and reconciled across entities, funds, departments, and cost centres to reduce errors and accelerate group reporting, with accounts payable kept connected to the right entity.
Learn moreFrom entity budget to fund cost report
Allocate
Finance creates budgets for entities, funds, portfolio companies, or cost centres.
1.24Mbudget set
Spend
Approved teams use controlled corporate cards for due diligence, travel, services, and operating expenses.
Cards live24 staff
Pay
Vendors, advisors, and service providers are paid from the same corporate wallet.
186kPaid
Track
Every transaction is tagged to the right entity, fund, portfolio company, or cost code with real-time expense tracking.
ReportBy cost code
"With SiFi budgets, we effortlessly track all our clients budgets and spending, ensuring we never exceed limits!"
Abdullah Baothman
CEO, Osolutions - Marketing Agency
"Travel has become much easier with SiFi cards. We no longer worry about invoices while travelling and can upload them on time using the SiFi mobile application."
Abdulaziz Aldawood
CEO, Alraedah Finance
"Our company focuses heavily on digital transformation, and SiFi has proven to be the perfect solution for managing cash and expenses. SiFi has supported us in achieving our digital transformation goals and streamlined employee spending effectively."
Abdulrahman AlSalim
Executive Director of Operations, Tharwah
Frequently asked questions
Designed to help companies save time & money