PathQuest Financial Analysis Software for Nonprofits

A world where human ingenuity, automation, and delivery-focused culture come together! Empower your NPO with our impactful financial intelligence solution, unveil opportunities, and actionable insights to enhance transparency and build stakeholder trust. Gain complete visibility into actual versus budgeted revenue, expenses, restricted versus unrestricted analysis, net surplus, net assets, and more. In the face of limited resources, deadlines, and a constant state of permacrisis, NPOs must balance stability with speed to keep pace with changing needs. It’s time to see how Nonprofits are embracing the power of automation to create a meaningful impact.

1.8

Hours Saved Every Day in Data Reporting

5X

Faster Decision-making

47%

Cost Reduction

Financial Intelligence

Identify improvement opportunities to increase the impact of your fundraising efforts. Improve efficiency by uncovering location-based sustainability scores using established KPIs to measure the impact of funding. Stay compliant and maintain your tax-exempt status by receiving notifications for tax preparation and filing due dates for the IRS 990 form.

Forecast

Retrieve historical data of your NPO locations to anticipate sustainers, response rate, new donors, expenses, surplus, assets, and future outcomes of outreach events and campaigns based on trends for up to 24 months. Utilize forecasting analytics to plan resource allocation, identify risks, and improve budget planning for operational excellence in your non-profit organization.

AR vs AP Aging

Access a comprehensive summary report detailing receipts and invoices due for the current month, subsequent months, and beyond, along with estimated payment timelines. The aging parameter conveniently organizes payments into separate "buckets" spanning 30 to 100+ day intervals. With our robust business intelligence system at your disposal, efficiently manage vendor payments, plan expenses, and budget.

PathQuest BI Integrates with Industry Leading Accounting Software

Easy data integration of PathQuest BI and your accounting software enables you to analyze, visualize, and get powerful financial insights for your business

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    What Our Customers Are Saying

    Elevating Data Insights with PathQuest

    “PathQuest BI empowers us to explore data from multiple perspectives, enhancing our understanding of clients’ financial reports. PathQuest Business intelligence elevates the depth of our operations by liberating us from the tedious number-crunching and data upkeep. With more time at our disposal, we engage with clients to chart their future course. It’s not just about ‘what’s next,’ but rather the richer insights we gain. The platform’s vibrant visualizations and comprehensive financial reports have allowed us to uncover critical insights, from comparing actual expenses to projections to identifying untapped growth opportunities in our clients’ income streams. PathQuest BI has empowered us to transition from traditional accounting practice to advisory services.”

    Liz Scott

    CEO, Accounting Lifeline

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