What does social financial mean?

A technology platform where your company can connect and collaborate with financial and non-financial information which allows your team insight into the company's objectives, goals, history, and culture.

The Bridge

Improve Team Communications

Milestones

Document Your Business’ History and Employee’s Impact

To-Do List

Organize and Prioritize Business Tasks

Bookmarks

Organize Mountains of Information

Data Mash

Conduct Unique Calculations

Business Impact Center

Manage Money In and Out of Your Business

Snapshot

Know and Understand the Value of Your Business

Analysis

See your Business Through the Eyes of a Banker

Industry Comparison

See How You Stack Up to Others in Your Industry

Who needs a Social Financial Platform? 

SMall to Medium

businesses

SMB's who want to understand how their employees contribute to the company's objectives by connecting their actions to the financial statements. 

Accountants, Advisors, and bookkeepers 

AAB's who want to provide better advice to all their clients and become an invaluable resource by effortlessly giving them the right information at the right time. 

Why do you need Path? 

SMALL TO MEDIUM BUSINESSES

  • Organize mountains of data
  • Take control of your business
  • Make sound decisions
  • Mitigate risk 
  • Uncover hidden opportunities
  • Collaborate with entire team

ACCOUNTANTS, ADVISORS, AND BOOKKEEPERS 

  • Become a trusted advisor
  • Power of your entire portfolio in your pocket
  • Enhance client relationships
  • Deliver actionable information
  • Grow your client base