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Company Overview

Path is a technology company focused on helping business owners overcome their financial challenges, as well as informing advisors of how their clients are performing. The company has developed a financial platform that collects raw financial data and provides the insight and identify opportunities for business growth for business owners.

Path's trademarked and patent pending software provides collaboration and KPIs on QuickBooks Online. Integration with Xero and Sage Intacct is in progress. For current capabilities, please visit https://pathbysimplex.com/.

Learn More About Path from K2 Enterprises

 

 


 

Path by Simplex Financials

 

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. 

Key features include:

  • The Bridge - The Communications Hub - Where everyone meets and collaborates.
  • Custom Dashboard – Built for your business
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 KPI’s, metrics, calculations, and a place to collaborate on all business decisions.

The Bridge Features

TIMELINE
  • One Location for All Business Discussions
  • The Timeline keeps all your focused discussions in one easy to search place. Share relevant resources, articles, calculations, goals, Milestones, or any other information with your entire team.
MILESTONES
  • Detailed History of the Entire Business
  • Keep track of critical events throughout the life of 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.

Custom Dashboard

You can create your own KPI's and Bookmark for frequent use.

DATA MASH
  • 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.
BOOKMARKS
  • Custom Dashboards Built for your Business
  • Create Bookmarks to share information with members of your team and keep important information organized and up to date.
INDUSTRY COMPARISON
  • Compare the Business to Others in the Industry
  • Compare business metrics to others in similar industries and keep track of how you stack up to others. Path utilizes data contained in the RMA’s Annual Statement Studies ® under a non-exclusive license granted by RMA.
IMPACT CENTER
  • Money In & Money Out
  • Keep track of payments in and out of your business so you always have an idea of how much you owe and how much your customers owe.  
BUSINESS SNAPSHOT
  • Business Value Made Easy
  • Path utilizes the Earnings Approach to create an estimated Snap Value of your business. You can also take advantage of the What-If Scenarios to help with business decisions.

Other Facts

Path has a 30-Day Money Back Guarantee which translates to a No Risk implementation. Path is Easy to Implement. You can have meaningful conversations with financial and non-financial data and make data-driven business decisions in one place.

INTEGRATE

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

ANALYZE

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

COLLABORATE

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

Want to learn more about Path?

https://www.youtube.com/watch?v=OOgdX710wxM