Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Assist clients in enhancing their cash flow with comprehensive financial analysis reports designed to foster stronger relationships. This collection of reports enables you to select the most suitable automated financial analysis report for either your current or potential clients, optimizing your consulting efforts. Leverage industry-specific data reports to enhance value for prospective clients and pinpoint the industries that warrant your focus. By utilizing straightforward report generation, you can effectively increase your consulting revenue. Additionally, visualize a business's financial trajectory to highlight its strengths and weaknesses over time. Gain insights by benchmarking businesses against the largest repository of real-time financial data from private companies. ProfitCents compiles financial statements from accounting firms, banks, and credit unions through a cooperative data-sharing model. Advisors can employ the narrative report to provide clients with a clearer understanding of their financial standing, as it translates complex financial statements into accessible narrative form, making it easier for accountants to assist their clients in grasping their financial health. This approach not only simplifies communication but also enhances the advisory relationship.
API Access
Has API
No
API Access
Has API
No
Integrations
Xero
Yes
CCH ProSystem fx
No
CaseWare Cloud
No
MYOB AccountRight
Yes
Microsoft Excel
No
QuickBooks Accountants
Yes
QuickBooks Desktop Pro
Yes
QuickBooks Online
No
Sage Intacct
Yes
Integrations
Xero
Yes
CCH ProSystem fx
Yes
CaseWare Cloud
Yes
MYOB AccountRight
No
Microsoft Excel
Yes
QuickBooks Accountants
No
QuickBooks Desktop Pro
No
QuickBooks Online
Yes
Sage Intacct
No
Pricing Details
$29.99 per company
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
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
Yes
Vendor Details
Company Name
PathQuest Solutions
Founded
2015
Country
United States
Website
pathquest.com
Vendor Details
Company Name
ProfitCents
Country
United States
Website
www.profitcents.com
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