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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Strategize and evaluate your revenue and finance for a consistent impact by connecting the dots, formulating the equation, and reaching your objectives. Exopen equips CFOs and controllers with all the essential tools to enhance financial reporting, refine budgeting and forecasting procedures, and deliver clear, insightful analyses tailored for stakeholders. Through Exopen, you can leverage modern, data-centric capabilities that simplify your budgeting and forecasting workflow, integrating seamlessly with Power BI for comprehensive analysis. This allows you to gain a complete overview and increased accuracy in your budget, ultimately saving valuable time. You consistently access quality-assured data from your ERP, facilitating quicker insights that lead to more informed strategic business decisions. Tailor your experience by selecting modules that match your unique requirements, enabling a customized approach to budgeting and forecasting. Our planning tool supports a variety of methodologies, including account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis, ensuring you have the flexibility to adapt to changing business needs. By utilizing these features, you can significantly enhance your financial decision-making process and drive your organization towards greater success.

Description

PathQuest®, BI is a business intelligence software for financial management that ensures a smooth onboarding and allows quick integration to QuickBooks, Xero Sage Intacct and MyOb. It helps you to build visually compelling stories to uncover unique insights about financial efficiency, operational KPIs and sustainability, and improvement opportunities. Our custom report builder allows you to automate financial reporting. Create custom reports based on class, location, industry, group, and grouping for better decision-making.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Xero Yes 
ActiveCampaign Yes 
Affinity Yes 
Close Yes 
Google Analytics Yes 
HubSpot Customer Platform Yes 
Insightly Yes 
Keap Yes 
Microsoft 365 Copilot Yes 
Microsoft Dynamics 365 Yes 
Microsoft Power BI Yes 
Nutshell Yes 
QuickBooks Accountants No 
QuickBooks Online Yes 
Sage Intacct No 
Salesforce Yes 
Teamwork.com Yes 
Vtiger CRM Yes 
Zebra BI Yes 
Zendesk Yes 

Integrations

Xero Yes 
ActiveCampaign No 
Affinity No 
Close No 
Google Analytics No 
HubSpot Customer Platform No 
Insightly No 
Keap No 
Microsoft 365 Copilot No 
Microsoft Dynamics 365 No 
Microsoft Power BI No 
Nutshell No 
QuickBooks Accountants Yes 
QuickBooks Online No 
Sage Intacct Yes 
Salesforce No 
Teamwork.com No 
Vtiger CRM No 
Zebra BI No 
Zendesk No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29.99 per company
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Exopen

Country

Sweden

Website

exopen.io

Vendor Details

Company Name

PathQuest Solutions

Founded

2015

Country

United States

Website

pathquest.com

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

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