Annual Pricing

② Free Months

Pro


1 Company Per Plan

Unlimited Users


$290/ year

Included Features:

BRIDGE/TIMELINE

Communicate w/ Team
Share Files    
Create Bookmarks
Broadcast Message

MILESTONES

Record Company Events
Record Private Events

TO-DO LIST

Sort by: Due Dates
Sort by: Assign to Person

BOOKMARKS

Create KPI Dashboards
Save Favorite Posts

DATA MASH

Create Calculations
Expense Control Analysis
User Permissions
Cash Flow Calculations
Create Graphs & Charts
Trend Analysis

INDUSTRY COMPARISONS

Compare Previous Years 
Set Goals
Automate Sharing

BUSINESS SNAPSHOT

Business Valuation
What-if Scenarios

TRAINING

Email Support
Phone Support 
Limited On-Board Support

NOTIFICATIONS

Customized
Clear All Button

Expert


1 Company Per Plan
Unlimited Users


$390/ year

ALL PRO Features plus:

BRIDGE/TIMELINE

Expert AI Suggestions

DATA MASH

15 Additional Preload KPIs

IMPACT CENTER

Customer Management
Vendor Management
Customer / Vendor Analysis
Create To-Do's

TRAINING

Limited On-Board Support

Trusted Advisor


3 Companies Per Plan

Unlimited Users


$990/ year

ALL EXPERT Features plus:

INDUSTRY COMPARISON

Compare Previous Years
Set Goals
Automate Sharing

TRAINING

On-Board Support

$15 / mo. per company

WHEN YOU ADD YOUR 4th CLIENT

Up to 10 Total Clients (Unlimited Users)

$10 / mo. per company

WHEN YOU ADD YOUR 11th CLIENT

Up to 25 Total Clients (Unlimited Users)

$5 / mo. per company

WHEN YOU ADD YOUR 26th CLIENT

More than 26 Clients (Unlimited Users)

Frequently Asked Questions (FAQ's)

OUR COMMITMENT AND GUARANTEE

If you're not satisfied with PATH by Simplex for any reason within the first 30 days, simply cancel your subscription to receive your FULL refund.

WHAT IS A FINANCIAL COLLABORATION PLATFORM?

Our Financial Collaboration Platform is the first of its kind. It is designed to help business leaders tell the whole story of what is happening inside the company. Financial statements will only tell you half the story. PATH, fills in the gaps to help everyone in the company understand what happened in the past, so they can shape the future. It’s the human connection aspect that transforms data into actions. PATH gives your team the environment to combine the numbers with what really happened to accelerate decision making with the right information at the right time.

IS MY DATA SECURE?

We use two-factor authentication and secure authentication to protect access to your data. Our enterprise servers' communication and web traffic are encrypted as you access it. Enterprise level security protects us from hacking and denial of service attacks with real-time security analysis and continuous security checks, including security inspection and Access Analysis. We implement PCI DSS Compliance security beyond the firewalls. Since it’s your information and our reputation, we take security seriously.

WHO WILL BE ABLE TO SEE MY DATA?

With our Data Slicing technology, we are able to allow you to select who sees any piece of data. That means if you want to show your marketing assistant how much she spent in Facebook ads this month, just give her access to the associated expense account for this type of campaign. The admin user is in total control of every slice of data in your PATH account. That way you can be confident that any sensitive data is protected, while eliminating the time-consuming task of transferring data to spreadsheets and presentations.

DO YOU HAVE A 30-DAY MONEY BACK GUARNTEE?

Yes, PATH by Simplex products carry a 30-day money-back guarantee. If the program does not meet your expectations within the first 30 days of the purchase date and delivery, you can get your money back. No questions asked! Well, we will ask why you do not like the product, but you do not have to answer. To get a full refund within 30 days of your start date, simply fill in the Cancellation Form.

WHY WOULD I WANT TO "SHARE" INFORMATION WITH MY EMPLOYEES?

Great question. First of all, your team will perform better when they understand how the things they do on a daily basis contribute to the success of the company. Secondly, you are probably already sharing portions of your information with your employees but having to extract it from other data sources to protect your sensitive information like bank account balances. PATH partitions all the data for you. You only need to give an individual the piece of information you want him to see and nothing more.

DO YOU HAVE ANY PROGRAMS FOR ACCOUNTANTS?

Yes, anyone who want to use PATH with multiple companies will enjoy a significant volume discount. Our simple “pay for what you use” program gives you our lowest price, for the best version of our product. You only pay for the companies you connect and the more you connect, the less you pay per company. Use it with your whole accounting practice for a low monthly fee.


Want to Learn More about PATH?

Let's Chat & Help Grow Your Business!

Randy Johnston

K2 Enterprises, Executive VP

"Unique means one of a kind, 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 place."


The Technology Lab Podcast

Listen to the Technology Lab Podcast - Review of PATH.
Source: https://www.cpapracticeadvisor.com/podcasts/podcast/21243969/the-technology-lab-podcast-review-of-oct-2021


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