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Simplex Financials

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3 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.3
Serving customers since
2020

Profile Name

Star Rating

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2
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Simplex Financials Reviews

Review Filters
Profile Name
Star Rating
1
2
0
0
0
DK
Debbie K.
09/13/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

KPI analysis for small businesses.

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.
Verified User in Consumer Services
AC
Verified User in Consumer Services
07/26/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Amazed User

They make consumer's life easier with educational matrix and facilating business needs in quicker manner and environment.
Kelli C.
KC
Kelli C.
CEO at CGC-Mroz Accountants & Advisors
12/28/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Path is my go to for client advisory

The simplicity of KPI calculations, ease of communication with client and great training for users!

About

Contact

HQ Location:
New Braunfels, US

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What is Simplex Financials?

Simplex Financials Inc., operating through its online platform at https://pathbysimplex.com, offers innovative financial solutions designed primarily for small to mid-sized businesses. Their flagship product, PATH by Simplex, is a financial insights and cash flow management tool that aims to streamline business operations by integrating with popular accounting software solutions. The platform provides real-time financial analytics, forecasts, and actionable insights to help businesses manage their finances more effectively, plan for growth, and make strategic decisions based on comprehensive financial data. Simplex Financials Inc. focuses on enhancing financial visibility and control, enabling business owners to navigate their financial landscapes with confidence and precision.

Details

Year Founded
2020