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Customer Success Story

Company Overview

NetConcept is a firm that assists enterprises in their Analytical Data Assessment needs and digital transformation.

A member of the company, Shane, is a Senior Data Scientist who works with the clients on these goals and objectives.

The problem

Shane explained that his biggest business challenge is understanding his financial reports - a common problem among business owners.

the solution

Shane implemented Path into his business and utilized features such as:

  • To-Do List
  • Data Mash & Analysis
  • Impact Center
  • Industry Comparison
  • Business Snapshot

the result

These features helped Shane track key financial metrics in his business, build and automate real-time calculations, track and assign tasks to his team or clients, analyze money in and out of his business, and easily understand what his financial statements are saying.

By connecting with QuickBooks Online®, Path is always up to date and provides easy to understand analysis of your business’ financial health. 

industry: business advisor

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