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PATH Reviews & Product Details

• Connect Your Data with Your Team: Path allows you to take complete control of your data. Using a combination of Data Mash and Data Slicing, you can grab individual pieces of data and create custom formulas to meet your specific business needs. • Small Business Owners: Focus your team on the actions that make your business successful. o Organize your team to think, communicate and act as a single unit. • Accountants, Advisors and Bookkeepers: Become a member of your client’s team. o Deliver solutions and ideas your clients can use. • Tell Your Company’s Story: Path allows you to create Milestones of critical events that impact your company’s performance. Milestones are like creating a living history of your company’s successes, accomplishments, and failures.

Seller

Simplex Financials

Languages Supported

English

Product Description

• Use Path to connect, collaborate, and grow your business. Path was built from the ground up to integrate seamlessly with QuickBooks Online to give you a detailed, easy-to-understand picture of your company’s data story by transforming your financial data into actionable business intelligence and visual KPI’s. Connect individuals from your team to the data they have a part in. Collaborate with your entire team in one place. Share files, keep track of To-Dos, document critical Milestone events, bookmark information you want to go back to, and interact with your team on an internal social feed. You can make sure that the right people have the right information at the exact right time to help you make critical business decisions. Grow your business with Path by Simplex! Increase productivity and efficiency, maximize revenues - which can be invested into growing the business. Path has powerful analysis that helps you find hidden cash in your current operation. It even has AI driven suggestions on how to get the most out of your business. You grow together as a team and are more profitable as a company.

Overview by

Jessica Rickard

Pricing

Pricing provided by PATH.

Expert

$59

Unlimited Users/one company file/per month

Trusted Advisor

$129

Unlimited Users/Three Companies/Per Month

View More Pricing Information

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PATH Media

The Path home screen shows you what has happened in the past with Milestones, what is happening in the present with The Bridge, and what needs to be done in the future with your To-Do list.

Use the Data Mash calculator to conduct unique calculations for your business.

See your business from a bird's eye view to look for growth opportunities or areas of concentration.

Compare yourself to others in your industry or set other goals for your business.

Use Milestones to mark the items that made a difference, whether it was a great success or a failure you do not want to repear.

See the estimated value of your business. Snapshot shows you how critical events impact the value of your business.

PATH Reviews (3)

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DK

Debbie K.

Accounting Officer

Mid-Market (51-1000 emp.)

9/13/2022

"KPI analysis for small businesses."

4/5

What do you like best about PATH?

It allows you to share certain parts of the platform with your clients making it user friendly.

It has very responsive customer service.

You can also be able to share financial data with your staff. Review collected by and hosted on G2.com.

What do you dislike about PATH?

Nothing to dislike as it is customizable to suite your business needs and they also have very responsive and supportive customer service team that are able to answer your queries. Review collected by and hosted on G2.com.

KC

Kelli C.

CEO

Small-Business (50 or fewer emp.)

12/28/2021

"Path is my go to for client advisory"

5/5

What do you like best about PATH?

The simplicity of KPI calculations, ease of communication with client and great training for users! Review collected by and hosted on G2.com.

What do you dislike about PATH?

Users without updated Quickbooks won't get the most out of Path--not really a downside but this is true realtime reporting Review collected by and hosted on G2.com.

Recommendations to others considering PATH:

This product is best used by accountants who are working with clients on advisory services. Review collected by and hosted on G2.com.

What problems is PATH solving and how is that benefiting you?

I was able to create a company-wide incentive program based on net profits and in real time, creating more buy in from my team. Review collected by and hosted on G2.com.

AC

Verified User in Consumer Services

Small-Business (50 or fewer emp.)

7/26/2022

"Amazed User"

4/5

What do you like best about PATH?

They make consumer's life easier with educational matrix and facilating business needs in quicker manner and environment. Review collected by and hosted on G2.com.

What do you dislike about PATH?

The least i could dislike is the payment. Review collected by and hosted on G2.com.