Optimize Data & File Management With This Business Social Financial Platform

January 4, 2021


Do you want to better manage your information, data and business documents? Streamline your workflows and achieve your growth goals with this integrated platform! 

This first-ever social financial platform for business workflow optimization and data management can help you achieve your goals. Check it out today to see how it can impact your business! 


A new platform has been launched to help you connect, collaborate and grow your business with easier information management. Path by Simplex Financials is a social financial platform that enables you to manage your information and challenges through one robust solution. 


The newly launched software was built from the ground up to provide you with easy QuickBooks integration for finance management. The new tool can give you an easy-to-understand picture of your data story by transforming your financial data into actionable business intelligence and KPIs. 


One of the most useful benefits of the new system is that it allows all members of your team to collaborate in one environment. Path allows for easy file sharing and management, project management and to-dos, information bookmarking and more. 


Path enables businesses in any field to more easily manage and organize their history. A particularly useful feature is Milestones, which act as a virtual file cabinet for critical events in the business.


You are able to document anything that seems important to the company, from hiring a new staff member to hitting a new sales record. Once a milestone has been created in this way, users can attach any documents they like to allow anyone to keep updated.

Milestones


Bookmarks are another way to organize information in Path. Users can bookmark anything that shows up on the Bridge, and anything that has been Bookmarked is featured in the tab for easy referencing.

Additional information is provided here.

Businesses are able to use Path to grow their company and achieve their goals, with seamless file and event management in one place. It also features AI-driven suggestions to help users get the most out of the application.

A spokesperson states: “Increase productivity and efficiency, maximize revenues - which can be invested into growing the business. Path has powerful analysis that helps you find hidden cash in your current operation.”

Bookmarks