Client Login

Accounting & Financials for Institutions

Your financial information summarized in a timely and organized fashion to help you make informed decisions.


  • Organize all financial data and capture updates
  • Create and Maintain Balance Sheets
  • Create and Maintain Historical Cash Flow
  • Income Statement
  • Projected Cash Flow
  • Customized Reports
  • Ledger Reports

Let us demonstrate how we can add value

Tell Us About You

In order to demonstrate how Pathstone can add measurable value to your specific circumstances, we have developed a methodology we call our Pathforward Process.  To begin, first help us understand you and your needs.

Start Pathforward Process
Select Institutions services