Transform Your Financial Data into Strategic Advantage
Sharrin Fuller is proud to introduce you to PathQuest BI—a powerful business intelligence platform that transforms your financial data into real-time, actionable insights.
Why PathQuest BI
PathQuest BI helps you analyze and visualize large, complex datasets seamlessly. Create compelling visual narratives around financial performance, operational KPIs, and business sustainability. Whether you’re aiming to enhance decision-making, identify new revenue streams, or gain complete financial visibility, PathQuest BI empowers your business to scale strategically and confidently.
Unified Financial View Across All Entities
Offer your network a cutting-edge BI platform that transforms complex financial data into clear, actionable insights.
Identify Growth Opportunities
Spot improvement areas, compare performance against budgets or prior periods, and refine your strategy.
Insights on the Go
Stay connected with intuitive mobile apps that deliver real-time business insights—anytime, anywhere.
Forecast with Confidence
Use historical data to project revenue, gross profit, and net profit up to 24 months ahead.
Data-Driven Decision Making
Easily interpret revenue, COGS, operating expenses, and P&L through intuitive dashboards and visual reports.
Stay Compliant
Set automated reminders for taxes, 1099s, fees, and deadlines—get alerts 5–10 days in advance.
Custom Dashboards
Track what matters most—KPIs, revenue, gross/net profit, trends, COGS, and top contributors—all in one place.
Flash & Aggregated Reports
Generate real-time snapshots of your financial health, including revenue, top contributors, COGS, and bank balances.
Easy Integration with Leading Platforms
Intelligence That Moves Future-Focused Industries Forward
Accounting & Bookkeeping Firms
Franchise
Autocare
NonProfit
Retail
Construction
Restaurant
Manufacturing & Distribution
What You’ll Gain with PathQuest BI
- Eliminate manual reporting and routine data crunching
- Gain deeper insights that enables informed decisions
- Maximize operational efficiency
- Identify and plan for the best and worst use cases
- Accelerate decision-making and speed-to-value
- Maximize data to drive performance and growth
- Grow and differentiate against the competition
- Save time and always stay notified on critical metrics
Be Proactive with Actionable Insights
Growth-focused businesses don't wait for monthly reports to understand their business. They have real-time insights flowing through intuitive dashboards, predictive analytics guiding their strategy, and automated systems keeping them ahead of every deadline.
Book a DemoWhat Our Customers Are Saying
Elevating Data Insights with PathQuest
“PathQuest BI empowers us to explore data from multiple perspectives, enhancing our understanding of clients’ financial reports. PathQuest Business intelligence elevates the depth of our operations by liberating us from the tedious number-crunching and data upkeep. With more time at our disposal, we engage with clients to chart their future course. It’s not just about ‘what’s next,’ but rather the richer insights we gain. The platform’s vibrant visualizations and comprehensive financial reports have allowed us to uncover critical insights, from comparing actual expenses to projections to identifying untapped growth opportunities in our clients’ income streams. PathQuest BI has empowered us to transition from traditional accounting practice to advisory services.”
