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Track & Collaborate
Key Business Insights all in Real Time.

Run financial calculations 96% faster with PATH. Collaborate, set goals, and track key indicators with advisors, accountants, and clients all in one place.

Top rated in QuickBooks app store

See why so many financial professionals use and trust Path by Simplex

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Financial Collaboration & KPIs Made Easy
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Randy Johnston

Executive VP of K2 Enterprises
"Unique means one of a kind, and I believe Path by Simplex is just that. The ability to set and monitor goals, KPIs, and provide collaborative management information is unlike any product in the market."

Kim Wolfe

"This tool finally gives us the power to better analyze our clients' data and in turn to educate our clients and empower them to grow their business and make wise decisions."

Our Current Customers

view real-time data

​​By integrating with QuickBooks Online, you’ll have all of your data in Path, always accurate and up-to-date. When you choose a value to use in a calculation, Path will search QuickBooks for that value in real-time. This way, anytime you use a value, you can be sure that it is the most recent number from your QuickBooks Online file.

Save time

Once you create a calculation, easily automate it to calculate every week, month, or quarter. You no longer have to export a report from QuickBooks Online, open Excel, create the calculation, then send the information to whoever needs it (talk about time savings!).

In Path, automated calculations use the most recent number value in your QuickBooks Online file. This means your calculations are always up-to-date and give you an accurate view of the business, without any additional work from you or your team.

Streamline Discussions

Path gives you a place to talk about business data, share files and documents, and track the life and health of a business. Easily find conversations in Path so you always have the information you need to make sound business decisions and help your team do the same!

Path by Simplex

See Path in Action

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