Small business owners
Organize mountains of data
Take control of your business
Make sound decisions
Uncover hidden opportunities
Collaborate with entire team
Connect, Collaborate, and Grow Your Business
Mobile | Cloud Based | Enterprise – Level Security | Multi - User
Path enables business managers to connect, collaborate and grow through shared analysis of financial data and brings the power of social sharing dynamics to managing and setting strategy for a small business.
Analysis
Expert Financial Solution
- Understand Cash and Profitability
- Compare to Industry Average
- Automate Your Analysis
data mash
Create Custom Calculations
- Use Live Data
- Any Calculation or Comparison You Want
- Use Data to Communicate
Milestones
Map Critical Events
- Tell Your Story
- Shape Your Tomorrow
- Learn From the Past
The Bridge
Connect With Your Team
- All Team Members Can Use
- Topic - Focused Discussions
- Bite - Sized Content
Bookmarks
Build a Dashboard
- Unlimited Configurations
- More Than Financials
- Static or Dynamic Data
Impact center
Cash Flow Meets the Road
- Understand Customer and Vendor Transactions
- Bird's Eye View of Business
- See Growth Opportunities
snapshot
Understand Business Value
- See how events impact your value
- Forecast your exit strategy
- Watch your business grow
To - Do list
Organize Your Team
- Assign Tasks
- Stay organized
- Stay focused
The platform will integrate with accounting software like QuickBooks® Online (Xero and Sage coming soon).
Accountants, advisors, bookkeepers
Become a trusted advisor
Power of your entire portfolio in your pocket
Enhance client relationships
Deliver actionable information
Provide sound financial direction
Grow your client base
Schedule your 1-on-1 demo for Path!
Simplex Financials clients are small business owners, who are pre-CFO and the financial professional seeking additional tools to become a "Trusted Business Advisor."
“Looking at the lifecycle of a company as the path that it follows, we observed that most organizations thrive when they have a successful, data-driven social dynamic among key employees and other relevant stakeholders,”
- Robert J. Chandler, Chairman and CEO of Simplex Financials.