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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 client's business.

Path is the secret.

Join our growing community of financial advisors to summarize everything that is happening in your client's business.


Conversations with your client, critical events, important information and documents, in-progress tasks, and financial data can be scattered across different platforms.

With Path, you now have a clear picture of your client's business.


transform together

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 share QuickBooks Online data without changing the data itself.

drive productivity within teams

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


COLLABORATE together

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 clients and their 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.


innovate together

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

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 client's business.

Analyze Data securely

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

Make Informed Decisions

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