PATH by Simplex

PATH by Simplex is a comprehensive platform designed to assist business owners and advisors in managing and tracking key performance indicators (KPIs) and financial metrics. The platform integrates seamlessly with QuickBooks Online®, enabling users to automate calculations and manage multiple clients effectively. It features:

- Timeline: Facilitates focused discussions by allowing users to set a timeline for events and discussions.
- Milestones: Tracks critical business events to ensure timely progress toward goals.
- Custom Dashboards: Users can create personalized dashboards using Bookmarks to monitor metrics that matter most to them.
- To-Do List: A task management tool that helps users keep track of their ongoing projects and responsibilities.
- Data Mash: A feature for creating and monitoring KPIs, giving businesses insights into their performance.
- Impact Center: Assists in tracking accounts receivable (A/R) and accounts payable (A/P) to maintain financial health.
- Industry Comparisons: Provides benchmarking tools to measure performance against industry standards.

With its emphasis on data analysis and real-time communication, PATH enables better decision-making and a collaborative environment between business owners and advisors. The platform ultimately aims to improve business growth by providing timely insights and facilitating consistent communication.