How We Work

Revolutionizing the Way Accounting Is Done

PlotPath doesn’t just close the books every month. We leverage experience and technology to create insights that empower your path to profitability and growth.

How We Leverage Technology for Better Financial Insights

You won’t find any hand-written ledgers or antiquated adding machines at PlotPath offices.

What you will find are cloud-based and online technologies that we use to connect information from end-to-end in real-time.

PlotPath leverages technology to ensure nothing is overlooked and that your financial data is error-free. It also enables us to generate custom dashboards with powerful insights that you can’t get through any existing accounting software.

The PlotPath End-to-End Process


Discuss your needs; detailed review of software, process, and reporting.


Define scope of work adapted to your needs and existing in-house resources.


Propose an experience-based solution of best-practice processes and technologies.


Meet your PlotPath team, collaborate, and implement the solution to facilitate data-driven decision-making.


Analyze insightful reporting and collaborate with your PlotPath team to make decisions that drive profitability and growth.

We Adapt to Your Way of Working

Every business is different in terms of their finance, accounting, and reporting needs.

While we have standard best practices for starting each project, and a best-in-class tech stack, PlotPath will readily use the tools and systems you are using – we adjust to you, not the other way around.

PlotPath will adapt our processes to fit your needs and how you operate while still ensuring that you have everything you need for seamless day-to-day operations and financial reporting.

We Operate With Insane Efficiency – Nothing Slips Through the Cracks

Your company can’t afford for any financial information to be excluded or overlooked.

Our level of efficiency ensures that everything is documented and recorded and that all deadlines are met each day and each month.

How do we do it? Just like you would if you could spend this much time thinking about accounting and finance – we document all processes in our project management system, assigning them to the appropriate team member, with a due date.

This enables PlotPath implement best practices while adapting to your exact needs – streamline processes and financial reporting, ensuring nothing slips through the cracks.

You Will Have an Open Line of Communication to Your Dedicated Team

PlotPath's Financial Team

From day one, you will meet and know your dedicated PlotPath team, who will be with you every step of the way.

We’ll offer our best-in-class tech stack and collaboration tools, but you’ll determine how you want to communicate and the technologies you’ll use, so that you have an open line of communication to your PlotPath team at all times.

You can work with one company for all your finance and accounting needs, saving you time, money, and resources with a fully integrated team and streamlined processes.