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

Finally, a 360° view into your business.

Path is the secret.

Join our growing community of business owners and financial advisors to summarize everything that is happening in your business.

You now have a clear picture of your business with Path.


Path allows you to translate and summarize business information into a format that everybody understands. 

Translating information in real-time increases productivity and empowers business and work innovation. Leading to an organization that aims to defy boundaries by tackling issues in new and exciting ways.

access an integrated source of truth

Path currently integrates with QuickBooks Online to give you real-time data in seconds. Use Path to make the connection between your QuickBooks Data and the people and decisions that impact it.

drive productivity within teams

Keeping your team informed of how they directly impact your business boosts morale and productivity. With Path, connect your team to their data and give them credit for their part in making your business successful.


Path is more than just a communication and productivity platform. It helps break down real time barriers and pain points relating to business, leading to highly productive
conversations, discussions and smarter collaboration to help efficiently manage and
inspire staff and projects that unleash transformation.

Share Information in Real-Time

Because Path is built like an internal social media platform, you can share information, documents, calculations, and ideas in seconds. Distribute information to your entire team with ease.

Inspire Your Team

Have discussions centered around financial calculations, business research, or future plans all in one place. Attach documents, websites, and pictures to really support your ideas.


Path is a virtual gathering place that empowers smarter communication, which
enables staff to share with openness and trust, while harnessing the power of

This creates a collaborative and innovative workplace staffed by employees and advisors who operate at a high level of satisfaction - while driving the exponential growth of your business.

Analyze Data securely

Path analyzes your financial statements for you and discovers pitfalls and hidden opportunities in your business. The analysis allows you to see your business in a different way and make informed decisions.

Make Informed Decisions

By having your data, conversations, and team in one place, you have all the information you need to make sound business decisions. And, you can always refer back to previous conversations to remind yourself what worked and what didn't.