Knowledge Base

PATH by Simplex Financials

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INTRO FAQs

INTRO FAQs

KNOW MORE & GROW MORE

Get the most out of PATH by Simplex with our Knowledge Base and step‑by‑step tutorials. Browse by topic or search by feature for 24/7 help with any stage of your business journey and cash-flow quest. Soon you'l

INTRO FAQs

WHAT IS A SOCIAL FINANCIAL PLATFORM?

Our Social Financial Platform is the first of its kind. It is designed to help business leaders tell the whole story of what is happening inside the company. Financial statements will only tell you half the sto

INTRO FAQs

ARE THERE PLANS FOR ADVISORS, CPAs, & OTHER PROFESSIONALS?

Yes, accounts, advisors and other professionals who wish to use PATH by Simplex with multiple companies will enjoy a significant volume discount. PATH offers a simple “pay for what you use” program that gives p

INTRO FAQs

WHY "SHARE" DATA/INFO WITH EMPLOYEES?

First, your team will perform better when they understand how the things they do on a daily basis contribute to the success of the company. Second, you are probably already sharing portions of your data/infor

INTRO FAQs

HOW IS MY DATA SECURED?

PATH by Simplex uses two-factor authentication and secure authentication to protect access to your data. Our enterprise servers' communication and web traffic are encrypted as you access it. Enterprise level se

INTRO FAQs

WHO CAN SEE MY DATA?

With PATH Data Slicing technology, can select who sees any piece of data. That means if you want to show your marketing assistant how much she spent in Facebook ads this month, just give her access to the assoc