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What is PathQuest BI?

PathQuest® BI is a robust business intelligence tool designed for financial management that streamlines the onboarding process and facilitates seamless integration with platforms like QuickBooks, Xero, Sage Intacct, and MyOb. It empowers users to craft visually engaging narratives that reveal distinct insights regarding financial efficiency, key operational performance indicators, sustainability, and areas for enhancement. Additionally, our tailored report builder enables the automation of financial reporting, allowing for the creation of customized reports categorized by class, location, industry, and grouping, ultimately enhancing decision-making capabilities. By leveraging these features, organizations can gain a clearer understanding of their financial landscape and make informed strategic choices.

What is Finagraph Strongbox?

Quickly and efficiently obtain and assess the financial details of your business clients in mere seconds. Enhance your reporting, decision-making, and risk assessment procedures through simple, one-click accounting integrations. Strongbox acts as the vital link to your clients' extensive financial data, ensuring a seamless one-click experience along with swift insights and analysis. Finagraph, an American company, specializes in the real-time collection and examination of financial data from popular accounting platforms such as QuickBooks, Xero, Sage, and Microsoft Dynamics, which facilitates business intelligence for lenders, accountants, and various enterprises. With a decade of experience in developing innovative financial tools and APIs, Finagraph has also crafted comprehensive solutions for some of the largest global financial service providers. Their suite of commercial SaaS products, including Strongbox, CashFlowTool, and TaxReader, allows users to achieve immediate understanding of their cash flow situation both presently and in the future. Utilizing these powerful tools, businesses are empowered to make quicker and more informed financial decisions than they ever thought possible. In an increasingly competitive market, having access to real-time data can significantly enhance an organization's strategic planning and operational efficiency.

Media

Media

Integrations Supported

Sage Intacct
Xero
MYOB AccountRight
Microsoft Dynamics 365
NetSuite
QuickBooks Accountants
QuickBooks Desktop Pro
QuickBooks Online

Integrations Supported

Sage Intacct
Xero
MYOB AccountRight
Microsoft Dynamics 365
NetSuite
QuickBooks Accountants
QuickBooks Desktop Pro
QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99 per company
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PathQuest Solutions

Date Founded

2015

Company Location

United States

Company Website

pathquest.com

Company Facts

Organization Name

Finagraph

Company Location

United States

Company Website

www.strongbox.ai/

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

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