Simplex Launches Business Management Platform

Simplex Financials, a San Antonio-based financial technology service, is launching Path, a new app that integrates with QuickBooks Online that “transforms financial data into actionable business intelligence and virtual KPIs.” This tool creates an internal social feed so that teammates can share files, collaborate, allow accountability, analyze data, and see how their collaborations affect their goals and bottom lines.

Path allows professionals across company sectors to collaborate with their team members in one place. This will company personnel to share files more easily and enable engagement with each other as well as local communities. In addition, they can track and bookmark information that requires regular referencing and compare company results with industry standards. It also allows for greater accountability by acknowledging success and attributing responsibility to teams and individual employees. 

Path is designed to seamlessly connect with QuickBooks, so that its users can apply and interpret financial data in the running of their businesses. Calculations in Path are possible using QuickBooks Online data and Data Slicing. Other Path features allow for social media data integration, sharing and acknowledging milestones, organizing tasks, and creating financial snapshots of a business. 

According to a spokesman for the company, “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.”