Path by simplex

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THe first ever financial collaboration platform

Connect, Collaborate, and Grow Your Business

Mobile | Cloud Based | Enterprise – Level Security | Multi - User

Path enables business managers to connect, collaborate and grow through shared analysis of financial data and brings the power of social sharing dynamics to managing and setting strategy for a small business.

Analysis

Expert Financial Solution

  • Understand Cash and Profitability
  • Compare to Industry Average
  • Automate Your Analysis

data mash

Create Custom Calculations

  • Use Live Data
  • Any Calculation or Comparison You Want
  • Use Data to Communicate

Milestones

Map Critical Events

  • Tell Your Story
  • Shape Your Tomorrow
  • Learn From the Past

The Bridge

Connect With Your Team

  • All Team Members Can Use
  • Topic - Focused Discussions
  • Bite - Sized Content

Bookmarks

Build a Dashboard

  • Unlimited Configurations
  • More Than Financials
  • Static or Dynamic Data

Impact center

Cash Flow Meets the Road

  • Understand Customer and Vendor Transactions
  • Bird's Eye View of Business
  • See Growth Opportunities

snapshot

Understand Business Value

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

To - Do list

Organize Your Team

  • Assign Tasks 
  • Stay organized 
  •  Stay focused

Path currently integrates with QuickBooks® Online (Xero and Sage coming soon). Path will read the information in your QuickBooks® Online account so you can create custom calculations and receive financial analysis. 

Small business owners

Organize mountains of data

Take control of your business

Make sound decisions

Uncover hidden opportunities


Accountants, advisors, bookkeepers

Become a trusted advisor

Enhance client relationships

Deliver actionable information

Provide sound financial direction

Simplex Financials clients are small business owners, who are pre-CFO and the financial professional seeking additional tools to become a "Trusted Business Advisor."

“Looking at the lifecycle of a company as the path that it follows, we observed that most organizations thrive when they have a successful, data-driven social dynamic among key employees and other relevant stakeholders.”

- Robert J. Chandler, Chairman and CEO of Simplex Financials.