Path
PATH accelerates financial calculations by 96%, enabling seamless collaboration among advisors, accountants, and clients. Users can set and track goals, monitor key performance indicators, and create customized dashboards for stakeholders. By integrating with QuickBooks Online®, PATH provides essential metrics and insights, streamlining decision-making and fostering a unified approach to business success.
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Top Path Features
- Run financial calculations faster
- Collaborate with advisors in real-time
- Set and monitor goals
- Track key performance indicators
- Create custom dashboards
- Integrate with QuickBooks Online®
- Automate metric calculations
- Bookmark KPIs for stakeholders
- Consistent team discussions
- Access business health insights
- Monitor tasks and events
- Provide collaborative management tools
- Share financial data securely
- Visualize data trends easily
- Generate reports on demand
- Track client interactions effectively
- Customize user roles and permissions
- Receive alerts for goal progress
- Facilitate decision-making processes
- Analyze historical financial data.
