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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