Path by Simplex

The app is best used in landscape view.

Path is an easy-to-use collaboration dashboard that integrates with QuickBooks Online® so businesses and their advisors can create customized dashboards, metrics, KPI's and use them to collaborate more effectively.

With Path, you can automate financial metrics, organize business information, assign tasks with due dates, and gain additional financial insights in just a few taps.

Path by Simplex is designed for both Small Businesses and Financial Advisors so everyone can analyze and understand different business insights and unlock future business opportunities.

Communications Hub – Start on the Bridge where everything connects. See all conversations, critical events, and tasks assigned to you in one central location so you can be sure that everyone has the information they need to be productive.

Custom Dashboards – Use QuickBooks® data to create custom calculations which can then be added to custom dashboards for easy organization and management. Automate or refresh these calculations to always understand the financial side of your business.

Health Check – You need to know where you stand before you know where you’re going. Use features like Industry Comparison or Business Snapshot to understand the current financial health of your business and how it stacks up to others in your industry. Then set goals that you can track moving forward.


How it works with QuickBooks - Path by Simplex integrates directly with QuickBooks Online® so you can easily analyze, share, and collaborate on financial data without impacting or changing the data in your QuickBooks Online® account. View any number that is in your QuickBooks Online® account and use it in calculations and discussions with your team.


Details – Path is an easy-to-use collaboration dashboard that integrates with QuickBooks Online® so businesses and their advisors can create customized dashboards, metrics, KPI's and use them to collaborate more effectively. With Path, you can automate financial metrics, organize business information, assign tasks with due dates, and gain additional financial insights in just a few clicks. Path by Simplex is designed for both Small Businesses and Financial Advisors so everyone can analyze and understand different business insights and unlock future business opportunities. Show More