✓ Organize mountains of data

✓ Take control of your business

✓ Make sound decisions

✓ Uncover hidden

Accountants, advisors, bookkeepers

✓ Become a trusted advisor

✓ Enhance client relationships

✓ Deliver actionable information

✓ Provide sound financial direction


The Bridge

Improve Team Communications

The Bridge is where everything comes together. It keeps all of your focused discussions in one easy to search place. Share relevant resources, articles, Data Mash calculations or important information with the entire company - and have a conversation about it.

  • Share crucial information to the people that matter
  • Post company announcements and vital business information
  • Collaborate on projects throughout your company


Organize Mountains of Information

Bookmarks is where you save, collect, and organize your pages. Use Bookmarks to organize information so that you can easily refer back to the items that matter most to you. 

  • Create and save information to pages that Path bookmarks for you
  • Share Bookmarks with members of your team to keep them in the loop
  • Save any post from The Bridge to your pages in Bookmarks


Document Your Business’ History and Employee’s Impact

Milestones are critical events in your company’s life that impact the future. Use them to mark the events that made a difference, whether it was a great success or a failure you don’t want to repeat.

  • See how critical events in your business past and present will affect the future
    Track each character in your company's data story
    Your virtual file cabinet for your businesses' key events
    Keep track of individual events as well as company events

To - Do List

Organize and Prioritize Business Tasks

Path allows you to quickly add tasks you are working on to a personal To-Do List. Keep track things you need to do and assign tasks to members of your team.

  • See a clear outline of your completed and in progress tasks
  • Assign tasks and due dates to members of your team


Data Mash

Conduct Unique Calculations

Just like a regular calculator, use Data Mash to crunch the numbers in your business. Unlike a regular calculator, Data Mash uses real - time information from your accounting software so your calculations are always up to date. 

  • Quickly and accurately create any calculation or comparison you want
  • Use real - time data to uncover new opportunities for growth and profit
  • Automate recurring calculations - set it once and forget it

Industry comparisons

See How You Stack Up to Others in Your Industry

Compare your calculations to industry averages. Path utilizes Data contained in RMA’s Annual Statement Studies® under a non-exclusive license granted by RMA.

  • Set goals for your business
  • Track progress over time
  • Create custom benchmarks to determine whether you are on par to industry standards


Manage Money In and Out of Your Business

The Business Impact Center will show you the impact your business makes in the community. See your business from a bird’s eye view and take note of where your customers and vendors are located. At a glance, get a visual representation of your accounts receivable and accounts payable.

  • Look for growth opportunities or areas of concentration
  • Keep track of your money coming in and money coming out


Know and Understand the Value of Your Business

See the estimated value of your business. Snapshot shows you how critical events impact the value of your business. Quickly analyze which exit - strategy you should follow with the earnings approach and what if scenarios.

  • See how events impact your value
  • Forecast your exit strategy
  • Watch your business grow

business Analysis

See your Business Through the Eyes of a Banker

Path conducts an automatic analysis of your financials the moment you log in. With 25 common business calculations already loaded, Path will run those calculations based on the information in your accounting software and analyze your financial position. 

  • Get real - time alerts
  • Quickly add suggestions to your To-Do List