Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
PathQuest®, BI is a business intelligence software for financial management that ensures a smooth onboarding and allows quick integration to QuickBooks, Xero Sage Intacct and MyOb. It helps you to build visually compelling stories to uncover unique insights about financial efficiency, operational KPIs and sustainability, and improvement opportunities. Our custom report builder allows you to automate financial reporting. Create custom reports based on class, location, industry, group, and grouping for better decision-making.
Description
You need to import transactions but your accounting software does not support the format. ProperSoft Converters will make your transaction files easily importable. Import transactions from your bank into QuickBooks, Quicken, Xero Excel/CSV Sage (50/One), Wave Accounting and ZarMoney. Supported (to and from ) CSV/Excel/TXT (text or scan), QIF/QMTF. QBO, IIF/OFX, MT940/STA. You can easily reconcile and track expenses with financial data that you already have, with little or no data entry. Desktop software for Windows and macOS. Many accountants, accounting professionals and bookkeepers use this software. Received from clients (downloaded from their online banking, printed and scanned). Advance renaming rules can be used to adjust payee names and categories, or to assign categories based upon payees names. Automatedly determine the number and date formats for your document settings.
API Access
Has API
No
API Access
Has API
No
Integrations
MYOB AccountRight
Yes
QuickBooks Accountants
Yes
QuickBooks Desktop Pro
Yes
Sage Intacct
Yes
Xero
Yes
Integrations
MYOB AccountRight
No
QuickBooks Accountants
No
QuickBooks Desktop Pro
No
Sage Intacct
No
Xero
No
Pricing Details
$29.99 per company
Free Trial
Yes
Free Version
No
Pricing Details
$19.99/month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
PathQuest Solutions
Founded
2015
Country
United States
Website
pathquest.com
Vendor Details
Company Name
ProperSoft Inc.
Founded
2015
Country
Canada
Website
www.propersoft.net
Product Features
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
Yes
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
Yes
Visual Analytics
Yes
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
No
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
No
Document Capture
No
Document Conversion
Yes
Document Delivery
No
Document Indexing
No
Document Retention
Yes
Electronic Signature
No
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
No