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
SOCIAL FEATURES
The Bridge
Improve Team Communications
The Bridge is where everything comes together. It keeps all of your focused discussions in one easy to search place. Share relevant resources, articles, Data Mash calculations or important information with the entire company - and have a conversation about it.
- Share crucial information to the people that matter
- Post company announcements and vital business information
- Collaborate on projects throughout your company
bookmarks
Organize Mountains of Information
Bookmarks is where you save, collect, and organize your pages. Use Bookmarks to organize information so that you can easily refer back to the items that matter most to you.
- Create and save information to pages that Path bookmarks for you
- Share Bookmarks with members of your team to keep them in the loop
- Save any post from The Bridge to your pages in Bookmarks
MILESTONES
Document Your Business’ History and Employee’s Impact
Milestones are critical events in your company’s life that impact the future. Use them to mark the events that made a difference, whether it was a great success or a failure you don’t want to repeat.
- See how critical events in your business past and present will affect the future
Track each character in your company's data story
Your virtual file cabinet for your businesses' key events
Keep track of individual events as well as company events
To - Do List
Organize and Prioritize Business Tasks
Path allows you to quickly add tasks you are working on to a personal To-Do List. Keep track things you need to do and assign tasks to members of your team.
- See a clear outline of your completed and in progress tasks
- Assign tasks and due dates to members of your team
"Having an app that can include me in the business workflow is so beneficial! Now I can focus on what my clients really need – explanations of what is happening in their business and tailoring the conversation to each individual. It is also refreshing to be included in the daily watercooler talk for all my clients. The social feed allows me to be in the know at all times, which can really help me help my clients."
FINANCIAL FEATURES
Data Mash
Conduct Unique Calculations
Just like a regular calculator, use Data Mash to crunch the numbers in your business. Unlike a regular calculator, Data Mash uses real - time information from your accounting software so your calculations are always up to date.
- Quickly and accurately create any calculation or comparison you want
- Use real - time data to uncover new opportunities for growth and profit
- Automate recurring calculations - set it once and forget it
Industry comparisons
See How You Stack Up to Others in Your Industry
Compare your calculations to industry averages. Path utilizes Data contained in RMA’s Annual Statement Studies® under a non-exclusive license granted by RMA.
- Set goals for your business
- Track progress over time
- Create custom benchmarks to determine whether you are on par to industry standards
BUSINESS IMPACT CENTER
Manage Money In and Out of Your Business
The Business Impact Center will show you the impact your business makes in the community. See your business from a bird’s eye view and take note of where your customers and vendors are located. At a glance, get a visual representation of your accounts receivable and accounts payable.
- Look for growth opportunities or areas of concentration
- Keep track of your money coming in and money coming out
BUSINESS Snapshot
Know and Understand the Value of Your Business
See the estimated value of your business. Snapshot shows you how critical events impact the value of your business. Quickly analyze which exit - strategy you should follow with the earnings approach and what if scenarios.
- See how events impact your value
- Forecast your exit strategy
- Watch your business grow
business Analysis
See your Business Through the Eyes of a Banker
Path conducts an automatic analysis of your financials the moment you log in. With 25 common business calculations already loaded, Path will run those calculations based on the information in your accounting software and analyze your financial position.
- Get real - time alerts
- Quickly add suggestions to your To-Do List
"Path eliminates the hassle of having to dig through old client e-mails, documents, and files. We tend to get e-mails ALL DAY, so having a tool like Path keeps everything consolidated in one platform, cutting down the number of hours it takes to prepare client's returns."