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What does financial collaboration mean?

A technology platform where your company can connect and collaborate with financial and non-financial information which allows your team insight into the company's objectives, goals, history, and culture.

Financial collaboration allows you to share information with people you invite to the platform. Invite members of your team, your accountant, or maybe an outside marketing agency and only allow them to see certain pieces of information with Data Slicing.

The Bridge

Improve Team Communications


Document Your Business’ History and Employee’s Impact

To-Do List

Organize and Prioritize Business Tasks


Organize Mountains of Information

Data Mash

Conduct Unique Calculations

Business Impact Center

Manage Money In and Out of Your Business


Know and Understand the Value of Your Business


See your Business Through the Eyes of a Banker

Industry Comparison
See How You Stack Up to Others in Your Industry

Who needs a Financial Collaboration Platform? 

SMall to Medium


SMB's who want to understand how their employees contribute to the company's objectives by connecting their actions to the financial statements. 

Accountants, Advisors, and bookkeepers 

AAB's who want to provide better advice to all their clients and become an invaluable resource by effortlessly giving them the right information at the right time. 

Why do you need Path? 


  • Organize mountains of data
  • Take control of your business
  • Make sound decisions
  • Mitigate risk 
  • Uncover hidden opportunities
  • Collaborate with entire team


  • Become a trusted advisor
  • Power of your entire portfolio in your pocket
  • Enhance client relationships
  • Deliver actionable information
  • Grow your client base

Book your demo of Path!