business insights and financial analysis tool

Transforming Real-time Financial Reporting Into Data-driven Insights

Financial Intelligence

For Everywhere

PathQuest® BI is a financial business intelligence software that helps analyze and visualize large, complex data sets in a simplified manner. It can instantly build compelling visual stories that help to discover unique insights around financial efficiency, operational KPIs, and business sustainability



  • Transform to powerful and engaging advisory firm
  • Add value to your client’s business decision making
  • Be specific and relevant with real-time analysis and reports
  • Deliver the reports your clients need, to improve their bottom line
  • Focus more on consulting your clients rather than excel
  • With extra time, elevate your practice, business and bottom line

SMB's &

  • Consolidated reporting for your multi-location business
  • Seamless consolidated reports save time and efforts
  • Get franchisee rankings, benchmark and comparisons
  • Identify key drivers that impacts and improves performance
  • Automated visual KPIs and business sustainability insights
  • Generate custom reports for franchise HQ and deliver value

Non-profit Organizations

  • Always be ready with real-time consolidated financial reports
  • Stay focused on your cause with powerful management reporting
  • Get dimensional reporting on multi-department, program and entity
  • Track and monitor restricted and unrestricted grant reports
  • Integrate with leading accounting software, easy to get going
  • Customized dashboards for NPO boards, departments and executives

Why PathQuest BI?

Always be prepared with in-depth insights and personalized business reports for your clients, board executives, and lenders


Get Real-time Reporting of All Clients in a Single, Unified Console

If you are an accountant managing multiple SMB clients using popular financial statement analysis software, you can sync them together in PathQuest® BI.

Financial Statement Analysis Software at Your Fingertips

The financial data analysis tool is compatible with all touchpoints allowing instant access to data in real-time. Stay on top of every financial move with PathQuest® BI Android and iOS mobile application.

Top Financial Analysis Software to Compare Industry Averages

If you are a Franchise owner, know exactly how each of your locations is performing and also compare the performance of your business with industry averages. Improve your bottom line with our best financial analysis software.

Easy Sync

PathQuest integrates with most leading accounting software

Ensures easy onboarding and allows you to look beyond financials


Power Up Your

Accounting Process

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