San Antonio TX Firm
Launches First-Ever
Collaborative Financial
Accounting Tool
San Antonio, TX-based Simplex Financials, Inc.
announces the launch of its new social financial platform.
Called Path, this system allows
people to collaborate on financial
data, which can boost productivity
and fast-track business growth.
This new platform was released to help turn raw financial data
into actionable business intelligence and clear-cut KPIs
Path seamlessly integrates with
QuickBooks Online, meaning there
is no need to install specialized
software or conduct extensive
training.
The platform has three main components that make
data modeling and productive collaboration easier.
The first is called Data Mash, which
allows users to perform a wide
variety of financial computations
using QuickBooks data by applying
either pre-existing or custom
formulas.
The second pillar feature is called Bridge, which acts as a
social hub for the team.
Similar to other platforms, users can
post photos, leave messages, and
upload files, streamlining
communication and enhancing
productivity.
To ensure that tasks do not fall through the cracks,
Path also has a built-in to-do list.
The platform does financial
analysis to uncover suggestions on
how to improve operations, and
these action points can be
assigned to colleagues.
Furthermore, the financial data can be shared selectively with
certain team members ensuring the utmost privacy.
This feature is useful when
granting permission to sensitive
data, such as budget proposals or
operating costs.
Learn more by visiting the URL in the summary.