Pathways - Overview
At MSPCFO, we’re always asking ourselves: How can we make our reporting system easier for clients to navigate?
With so many reports offering different perspectives on your data, it can be challenging to know where to start. That’s why we’ve introduced Pathways—a guided approach that helps you reach specific outcomes by leveraging multiple reports.
These curated paths reflect how experienced users get the most value from MSPCFO, but we’ve designed them to benefit everyone—not just seasoned pros. With Pathways, you can move seamlessly through multiple reports and layers of analysis, all with a single click.
Have an idea for a new Pathway? Let your Customer Success Team know—we’d love to hear from you!
And More ....
Pathways is the first step in a broader initiative we're calling SUsie—short for Seasoned User.
The idea behind SUsie is simple: every time you enter the system, there’s a virtual “seasoned user” ready to guide you through a series of steps to help you achieve a specific goal.
SUsie will enhance your MSPCFO experience by combining expert-guided report analysis with upcoming AI-driven features—making it easier than ever to extract meaningful insights from your data.
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