Features

Top Financial Business Intelligence Software That Improves Your Bottom Line

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

For Franchise – Simplify franchisees performance tracking with consolidated reporting and multi-location industry ranking. Also gain companywide personalized financial insights and management reports for franchise HQ

Get the Complete Picture.

Spot On.

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

Analytical Dashboard

Single Console View

Custom Report Builder

Real-time Notifications

Ad Hoc Reporting

Data Security

Unique Features

5 Minute On-boarding Process

Discover a simple self-service portal to on-board a business in just 5 minutes.

View all your Clients in one Console View

If you are an Accountant managing multiple SMB clients, one can view all of them together in one console view.

Weekly and Monthly Summary Reports

A detailed weekly and monthly summary report is generated and sent to your client’s mailbox.

In-Depth Improvement Opportunity Insights

Check your variance analysis & opportunities to improve your client businesses, while providing additional analytics based on their business knowledge.

Data sync from the Inception of the Business

The tool eventually syncs the data from the accounting software from the inception of the business.

Unlimited Number of Groups and Entities

Whether you are an accountant or an aspiring entrepreneur; PathQuest caters to multi-level of hierarchy based on your needs/requirements.

Business Intelligence Reports

Unlock deeper insights into your Business performance with Sustainability Index Reports.

Overview of Financials or View them at a Transactional level

Drill down to transaction level details right from your system as we provide everything on one platform.

Create and Share your Own Custom Dashboards

Share/ Unshare this dashboard with other users/ partners with same level of access.

Top Benefits Of PathQuest Business Intelligence Cloud-based Application

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

Customized Dashboard

Custom Report Building

Financial Reporting

Real-time Notifications

Budget Vs Actual Comparison

Compatible with leading Accounting Softwares

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

Power Up Your

Accounting Process

Talk to our experts, explore the possibilities and get started with PathQuest