Collaborate, set goals, and track key indicators with your team and advisors in one place.
Add your accountant or bookkeeper to PATH so they can give you more insight into your business. PATH will also analyze some financial calculations and recommend things you should do next.
With automated calculations and custom dashboards, you can quickly and easily view certain numbers that will tell you the financial health of your business.
With PATH, you can segment information and organize items based on importance. Specific data points from QuickBooks, certain features in PATH, and different Bookmarks that you create can be turned on and off for members of your team. Share with them what is important and know where to find information!
PATH works like a social media feed so you can immediately communicate with members of your team. Collaborate on projects, provide feedback on ideas, or recommend the next steps for the business instantly.
With PATH you are able to collaborate, track goals and events and monitor tasks, everything you need to run a successful business. The Data Mash allows you create KPIs, and bookmark them on custom dashboards for different stakeholders.
Automate metrics and have consistent discussions with your team so everyone has all the information they need to make business decisions.
PATH integrates with QuickBooks Online® to bring you custom KPIs, metrics, calculations, and a place to collaborate on all business decisions.
The health of the business is important. With PATH, you can access the important data to give you business insights that will guide you on the path to success.
"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."
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