Accelerate Business Outcomes with Powerful Financial Insights by Tapping into Data

Leverage real-time accounting and financial data with PathQuest BI to get actionable business insights and enhance financial performance.

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Accurate, Trustworthy and Accessible Data

PathQuest BI is a financial intelligence solution that helps analyze and visualize large, complex data sets seamlessly. It instantly builds compelling visual stories around financial efficiency, operational KPIs, business sustainability, and improvement areas.

PathQuest BI transforms real-time financials into data-driven insights. It uncovers newer opportunities for businesses to grow, improve decision making, and stay ahead of the innovation curve. It offers easy-to-understand revenue, expense, and profit & loss reports and data visualizations for better financial insights, improving efficiency, managing risks better, and making informed decisions.

Features that Translate Data into Intelligence

Track on revenue, expenses, net profit & Loss, and custom KPIs with a range of charts and reports with PathQuest BI and look beyond the financials. It will allow historical, current, and predictive representation of financials for making informed decision. Also, it offers visibility of financial situation and highlights areas that need improvement the most.

What PathQuest BI Can Do for You?

Consolidated Reporting
Secured Token Based Access
Industry Average Comparison
Improvement Opportunities
Business Forecasting
Customized Dashboard
Mobile Apps
Comparison of Budgeted Financials with Actual

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Why PathQuest BI?

PathQuest BI seamlessly integrates with leading accounting software to offer data visualization and unique business insights. You can have better cash flow forecasting, financial budget, current and predictive insights of business operations to empower accountants in making informed decisions. Also, it will keep you informed about sudden business changes and offer financial control from anywhere and everywhere.
Take your practice to the next level with PathQuest BI!

01

All Your Clients in One Consolidated View

No need of logging from different systems. Avail comprehensive view that everyone understands from a single platform.

02

Data-driven Insights at Your Fingertips

Easy-to-understand revenue, expense, and profit & loss reports and data visualizations for better financial insights and making informed decisions.

03

Highlighting Areas for Improvement

Real time data visualization and financial analysis to determine the areas that requires improvement and stay prepared for the sudden changes.

04

Real Time Financial Reporting for Multiple Location, Group, or Entity

Single or multiple entities, groups, or locations, you can track and monitor data for numerous levels and get all reporting on a single platform.

05

Sync Unlimited Financials Seamlessly

Integrate and discover unlimited financials seamlessly from the inception of the business and get interactive visualizations backed by analytics.

06

Customized Dashboard in Just a Few Clicks

Create your own customized dashboard view with a simple drag and drop of the desired KPIs.

07

Comparison of Budgeted Financials with Actual

Compare your budgeted financial data with actuals to find the variances and the reason for the variances.

08

Complete Security of Financial Data

Addition of a second layer of security with a token-based access and administrators have detailed control over each action and transaction.

09

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

10

Create and Share Financial Reports

Create customized and insightful financial reports and share business results in a clear, compelling way.

Financial Intelligence to Empower Every Future Focused Business

We help you to TRANSFORM your real time financials into data driven insights, enabling you to draw the big picture. With PathQuest BI, harness the power of data and automation to accelerate business outcomes and plan ahead.

T

Tax & Accounting Firms

Take your practice to the next level with powerful advisory capabilities.

R

Restaurants

Gain valuable insight of the financial situation, accurately forecast and quickly respond to customer needs and local market trends

A

Auto Care

Powerful financial reporting, customized cash flow forecasting, and data-driven insights to improve the bottom line.

N

Not-for-Profit Organization

Always stay focused on your cause with real-time consolidated financial reports with custom dimension for clear understanding of cash flows.

S

Single & Multi Store Owners

Easy-to-understand data visualizations with striking insights, enabling to draw bigger picture and stay updated on the most important business metrics.

F

Franchisees

Seamless consolidated reports for your multi-location business to identify key drivers and deliver value.

O

Onsite & Offsite Construction

Reduce business spending, make more accurate estimates, manage field operations, and track risk across projects.

R

Retail

Make informed decisions with data-driven insights on store performance, customer engagement, product merchandising, and inventory management.

M

Manufacturing & Distribution

Visualize and analyze data to gain improved insights into managing costs, operations, and profitability.

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Easy Sync with Leading Accounting Software

Seamlessly integrate PathQuest BI with leading accounting software to ensure easy onboarding, stay connected, and get insights beyond financials

Tool Integrations

integrate

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Connect to your accounting software

Automatic data sync
Analyze

Register for PathQuest BI tool

Connect to your accounting software

Automatic data sync
Report

Register for PathQuest BI tool

Connect to your accounting software

Automatic data sync

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.”

Liz Scott

CEO, Accounting Lifeline

Liz Scott

CEO, Accounting Lifeline

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.