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Run financial calculations 96% faster with Path by Simplex.

Stop wasting time exporting spreadsheets from QuickBooks Online every month, and automate calculations with Path instead!
Path by Simplex is not an accounting platform

Accounting Platforms, like QuickBooks Online®, allow you to report and track the financial side of your business.

Path by simplex is a collaboration dashboard

Path integrates with QuickBooks Online® to bring you custom KPI’s, metrics, calculations, and a place to collaborate on all business decisions.

Randy Johnston

Executive VP of K2 Enterprises
"Unique means one of a kind, and I believe Path by Simplex is just that. The ability to set and monitor goals, KPIs, and provide collaborative management information is unlike any product in the market."

Kim Wolfe

PRESIDENT AT KAW SOLUTIONS
"This tool finally gives us the power to better analyze our clients' data and in turn to educate our clients and empower them to grow their business and make wise decisions."

Easy to Implement

You can have meaningful conversations with financial and
non-financial data and make data-driven business decisions in one place.

Integrate

Path by Simplex integrates with your QuickBooks Online account and allows you to input User Created Options to use in calculations.


Analyze

A combination of behind the scenes analysis, advisor feedback, and team discussions gives you insight into every aspect of the business.



Collaborate

Automate metrics and have consistent discussions with your team so everyone has all the information they need to make business decisions.

Book Your Product Demonstration with One of Our Specialists.

*Path by Simplex integrates with QuickBooks Online. You must have a QuickBooks Online account to use all the features in Path.*

Effective Client Communication

Have you encountered any of these common roadblocks when trying to move into the advisory space?

Missed Signals
Data Overload
Disconnection
Communication
Resistance
Time
Confusion
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See why so many financial professionals use and trust Path by Simplex

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