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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

No matter if you run a small business or engage in personal projects, you can streamline your banking experience with Aurelia by integrating your accounts seamlessly. Choose from a variety of plugins designed to assist with tasks such as tax preparation, quicker payments, financial monitoring, or even creating custom workflows tailored to your needs. Initiating the process is simple and can be accomplished in three easy steps; just select your preferred connections and start the automation journey. Many businesses report difficulties in tracking their financial status across multiple bank accounts, accounting systems, and various tools, which can often lead to confusion. With Aurelia’s user-friendly integrations, you can access real-time financial data from any bank or invoicing software, all consolidated in one convenient location. Our intelligent reconciliation feature ensures that everything is accurately aligned, allowing you to concentrate on expanding your business instead of getting bogged down by tedious manual updates. You shouldn’t be forced to share sensitive passwords or pay exorbitant fees for team functionalities that may not even be available. That’s why we created Aurelia, empowering you to grant secure access to your financial information while maintaining control and privacy. With Aurelia, managing your finances becomes not just easier, but also more secure and efficient.

Description

The Precise API is a streamlined solution that connects and aggregates business accounting data for enterprise users, including financial institutions, lenders, and fintechs. Offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API makes it simple to retain small business clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Clear Books
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB
MYOB AccountRight
Microsoft Dynamics 365 Business Central
Monese
Monzo Business
N26
NetSuite
Plaid
QuickBooks Online Advanced
Reckon One
Revolut
Saasu
Stripe
Wave Accounting
Xero

Integrations

Clear Books
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB
MYOB AccountRight
Microsoft Dynamics 365 Business Central
Monese
Monzo Business
N26
NetSuite
Plaid
QuickBooks Online Advanced
Reckon One
Revolut
Saasu
Stripe
Wave Accounting
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

First 25 Companies Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Aurelia

Founded

2021

Website

aurelia.com

Vendor Details

Company Name

ForwardAI

Founded

2022

Country

Delaware | Vancouver | Toronto | Chandigarh

Website

www.forwardai.com

Product Features

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

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Alternatives

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