San Antonio TX Finance QuickBooks Integration Track Milestone Platform Launched

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A new social financial tool has been launched, called Path by Simplex Financials. It allows clients to track their impact and measure financial data with added accuracy.

A new social financial platform has been launched with the aim of helping clients to connect, collaborate and grow. Path ensures that businesses can track their impact, whether that means their impact on the local community or their team on business value.

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The newly launched tool allows businesses to increase awareness over how money moves through their company. Financial insight of this manner is a key element to making sound business decisions.

One of the key features of the Path platform is the Business Impact Map. This allows businesses to track where their customers come from and where their vendors are located.

The Business Impact Map also allows clients to see what areas they should target more, and where the products are coming from. From the Impact Center, clients can act on outstanding invoices, upcoming payments, or assign tasks to their team.

Path provides clearer insight into the financial journey that businesses have, allowing clients to track money more reliably.

Another useful feature is the Snapshot functionality. This takes financial data from QuickBooks Online and calculates the snap value of a business.

Snap value is the estimated value of the company over the course of its life. On the snap value timeline, clients will be able to see the company milestones and how they have impacted business value.

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Path by Simplex Financials is the latest in their commitment to helping business owners overcome their financial challenges. Their vision is to develop a financial platform that collects raw financial data and gains an insight into opportunities for growth.

Simplex connects business owners with the tools they need to achieve their goals. They created Path to integrate seamlessly with QuickBooks to give clients a detailed, easy-to-understand picture of their data story.

A spokesperson for the company states: “Grow your business with Path by Simplex! Increase productivity and efficiency, maximize revenues – which can be invested into growing the business. Path has powerful analysis that helps you find hidden cash in your current operation.”

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Contact Info:
Name: Jessica Rickard
Email: Send Email
Organization: Simplex Financials, Inc
Address: 7300 Blanco Rd Suite 201, San Antonio, Texas 78216, United States

Source: PressCable

Release ID: 88990925