See Path in action - View our Webinars and save your spot  ** TODAY **

Financial Collaboration & KPIs Made Easy
Watch this short demo of Path

Top rated in QuickBooks app store

See why so many financial professionals use and trust Path by Simplex

View in App Store
CRM form will load here

Path is an easy to use collaboration dashboard that integrates with QuickBooks Online® so you
can create customized dashboards, metrics, and KPI's for businesses to collaborate more effectively. 

Path by Simplex is not an accounting platform

Accounting Platforms, like QuickBooks Online®, allow you to report and track the financial side of your business.

Path by simplex is a collaboration dashboard

Path integrates with QuickBooks Online® to bring you custom KPIs, metrics, calculations, and a place to collaborate on all business decisions.

K2 Enterprises Quality Award Winner

Path by Simplex

See Path in Action

Randy Johnston

Executive VP of K2 Enterprises
"Unique means one of a kind, and 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."

Kim Wolfe

"This tool finally gives us the power to better analyze our clients' data and in turn to educate our clients and empower them to grow their business and make wise decisions."

The Bridge

The Communications Hub - Key figures, communications, and everything you need to run a business.


Streamline All Business Discussions

Stop wasting time searching for information!

The Timeline keeps all of your focused discussions in one easy to search place. Share relevant resources, articles, calculations, goals, Milestones, or any other information with your entire team.


All of your Important Business Events, In One Place

Keep track of critical events throughout the life of the business, create goals for the business, and use this information to make sound decisions in the future.

to-do list

Organize and Prioritize Business Tasks

Create tasks for yourself or others on your team and assign a due date. This keeps everyone on the same page and prioritizing the correct tasks.

Path by Simplex

explore Path with peers

Custom Dashboard

Create your own KPIs, with custom dashboards for different stakeholders - so everyone gets the info they need.


Create Custom Metrics & Calculations

Data Mash is Path’s built-in calculator that allows you to use real-time data from QuickBooks Online® to create custom calculations, metrics, and KPI’s. 

Create your own calculations or utilize the pre-existing calculations to keep track of important KPI's for the business.


Custom Dashboards Built for Your Business

Build unique dashboards to easily monitor the health of the business, organize important information and conversations, and share information and metrics with relevant members of the team.

Industry comparison

Industry Benchmarks to Help Make More Informed Decisions

Compare business metrics to industry standards, with Path’s RMA resource. From tech to restaurants, construction, and everything in between - have the data you need at your fingertips.


Quick View of Money In & Money Out

Keep track of payments in and out of the business so you always have an idea of how much you owe and how much your customers owe.


Business Value Made Easy

Path utilizes the Earnings Approach to create an estimated Snap Value of your business. Take advantage of our What-If Scenario calculator, to easily map out options in today’s quickly changing world.

30-Day Money Back Guarantee = No Risk

Easy to Implement

No technical coding required: You can have meaningful conversations with financial and non-financial data and make data-driven business decisions in one place, with setup in less time than one season of your current Netflix binge.


Path by Simplex integrates with your QuickBooks Online account and allows you to input User Created Options to use in calculations.


A combination of behind the scenes analysis, advisor feedback, and team discussions gives you insight into every aspect of the business.


Automate metrics and have consistent discussions with your team so everyone has all the information they need to make business decisions.