BI Features

  • Financial Reporting
  • Data Security
  • Custom Report
  • Custom Report
  • Financial Reporting
  • Data Security
  • Data Security
  • Custom Report
  • Financial Reporting

Financial Intelligence to Empower Every Future Focused Business

PathQuest BI is a top financial analysis software that intertwines intelligence with innovation enabling you to build highly competitive and customized dashboards. Save hours of hard work and get rid of the traditional methods of using excel sheets.

For Accountants

PathQuest is strategically designed for accountants to automate accounting and gain advisory capabilities with interactive dashboards and insights, to deliver impactful values to their multiple clients’ performance. Be specific and relevant with real-time analysis and reports to uncover financial situation and improvement areas of your clients. Thus, you can focus more on advisory and elevate your practice and bottom line.

For Franchise

PathQuest will simplify franchisees performance tracking, getting rankings, benchmarks, and comparisons, and identifying key drivers with consolidated reporting and multi-location industry ranking. Instantly build compelling visual stories around financial efficiency, operational KPIs, business sustainability, and improvement areas. Also gain companywide personalized financial insights and management reports for franchise HQ and deliver value.

Get the Complete Picture

PathQuest BI consolidates real-time reports that gives actionable insights and dimensional reports with transaction level drill-down to provide financial performance transparency at one place. Ensure swift but subtle experience with PathQuest BI!

Analytical Dashboard

Single Console View

Consolidated Reporting

Industry Average Comparison 

Features that Translate Data into Intelligence

Here are the game-changing features of PathQuest BI, helping you to build powerful advisory capabilities by translating financial data into intelligence. From Accounting Firms to SMBs, Franchises, and NPOs, everyone can explore these features and make informed decisions.

Business Forecasting
PathQuest BI retrieves the historical data of the business from the accounting software for forecasting.
Create and Share Customized Dashboard
Create your own customized dashboard view with a simple drag and drop of the desired KPIs.
Detailed Insights of Improvement Opportunities
Determine the areas that require improvement with advanced analytics and business know-how.
Industry Average Comparison
Know how each of your locations is performing and also compare the performance of your business with industry averages.
Consolidated Management Reporting
Get franchisee rankings, benchmark and comparisons, management reporting, dimensional reporting, grant reporting, and more...
Mobile Apps
Access real time business insights anywhere, anytime on your fingertips with easy-to-use mobile apps
Consolidated View of all Clients
No need of logging from different systems. Avail comprehensive view that everyone understands from a single place.
Easy On-boarding Process
Discover a simple self-service portal to on-board a business in just 5 minutes.
Data-Driven Insights at Your Finger Tips
Easy-to-understand revenue, expense, and profit & loss reports and data visualizations for better financial insights and making informed decisions.
Weekly & Monthly Summary Reports
A detailed weekly and monthly summary report is generated and sent to your client’s mailbox.
Unlimited Number of Groups and Entities
No matter it is single or multiple entities, groups, or locations, you can track and monitor data for numerous levels and get all reporting on a single platform.
Sync Unlimited Financials Seamlessly
Integrate and discover unlimited financials seamlessly from the inception of the business and get interactive visualizations backed by analytics.
Comparison of Budgeted Financials with Actual
Compare your budgeted financial data with actuals to find the variances and the reason for the variances.
Complete Security of Financial Data
Addition of a second layer of security with a token-based access to all our services will keep your data secure with us.
Collect Raw Transaction Level Details
Collect and process large amounts of unstructured data from internal and external systems to discover meaningful trends and report genuine KPIs.
Standard Chart of Accounts for Financial Statements
List of financial accounts, reflecting the company’s balance sheet and profit and loss statement, enabling to create financial reports meeting your needs.

Delivering 360 Degree Value from Financial Intelligence Cloud-Based Application for Real-time Data & Analytics

Get instant and consolidated financial data in the form of easy-to-interpret visual presentations

  • Consolidated & Detailed View

  • Strategic Decision-Making Tool

  • Standard Chart of Accounts

  • Transaction Level Details

  • Multiple Location/Entity Reporting

  • Unique Business Intelligence Tool

  • Budget Import from Accounting tool or from CSV

  • Analytical Dashboard

  • Custom Report Building

  • Financial Reporting

  • Real-time Notifications

  • Budget Vs Actual Comparison

  • Compatible with leading Accounting Software

  • Account Mapping by Group Level

  • Custom Dimensions - Project/Class/Department

  • Standard Custom Group Filter View in Reports

  • Secured Token Based Access

  • Unlimited Groups and Entities

  • Compliance Notification

  • Data-Sync from the Inception of the Business

    Talk to our expert

    What Our Customers Are Saying

    Help Us improve Data Analysis

    “PathQuest BI takes the data and enables to look from different angles. It definitely helps understand financial reporting of my clients seamlessly. Moreover, it offers color graphs and visual stories indicating opportunities and areas of improvement. I was able to align the areas of key takeaways like comparison of actual expenses with anticipated and growth in particular income stream that I haven’t paid attention until now, and more. These key insights along with financial reporting helped me take my practice to the next level.”

    “PathQuest BI takes the data and enables to look from different angles. It definitely helps understand financial reporting of my clients seamlessly. Moreover, it offers color graphs and visual stories indicating opportunities and areas of improvement. I was able to align the areas of key takeaways like comparison of actual expenses with anticipated and growth in particular income stream that I haven’t paid attention until now, and more. These key insights along with financial reporting helped me take my practice to the next level.”

    Liz Scott

    Accountant and Tech Wiz

    Liz Scott

    Accountant and Tech Wiz

    Our Latest Thinking

    Discover our informative and insightful resources to find a solution to your problems and stay up-to-date on the latest news, blogs, whitepapers, webinars, podcasts, and sample reports from our experts.