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Path is an easy to use collaboration dashboard that integrates with QuickBooks Online® so you
can create customized dashboards, metrics, and KPI's for businesses to collaborate more effectively.
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The Communications Hub - Where everyone meets and and collaborates.
One Location for All Business Discussions
The Timeline keeps all of your focused discussions in one easy to search place. Share relevant resources, articles, calculations, goals, Milestones, or any other information with your entire team.
Detailed History of the Entire Business
Keep track of critical events throughout the life of the business and use this information to make sound decisions in the future.
Organize and Prioritize Business Tasks
Create tasks for yourself or others on your team and assign a due date. This keeps everyone on the same page and prioritizing the correct tasks.
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You can create your own KPI's and Bookmark for frequent use.
Create Custom Metrics & Calculations
Data Mash is Path’s built-in calculator that allows you to use real-time data from QuickBooks Online® to create custom calculations, metrics, and KPI’s.
Custom Dashboards Built for your Business
Create Bookmarks to share information with members of your team and keep important information organized and up to date.
Compare the Business to Others in the Industry
Compare business metrics to others in similar industries and keep track of how you stack up to others. Path utilizes data contained in the RMA’s Annual Statement Studies ® under a non-exclusive license granted by RMA.
Money In & Money Out
Keep track of payments in and out of your business so you always have an idea of how much you owe and how much your customers owe.
Business Value Made Easy
Path utilizes the Earnings Approach to create an estimated Snap Value of your business. You can also take advantage of the What-If Scenarios to help with business decisions.
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Easy to Implement
You can have meaningful conversations with financial and
non-financial data and make data-driven business decisions in one place.
Path by Simplex integrates with your QuickBooks Online account and allows you to input User Created Options to use in calculations.
A combination of behind the scenes analysis, advisor feedback, and team discussions gives you insight into every aspect of the business.
Automate metrics and have consistent discussions with your team so everyone has all the information they need to make business decisions.