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Description

Maximize the effectiveness of your business platforms such as CRM, ATS, PM, PRM, and LMS by transforming your relationship management intelligence with Aurinko's advanced communications API and efficient activity capture and synchronization solutions. By utilizing Aurinko's extensive range of tools, including a dynamic communications API and intuitive sync functionality, you can gain valuable insights into relationship management, ensuring you remain ahead in your strategic planning. Their offerings also feature easy-to-integrate Gmail and Outlook add-ons, which enhance your essential communication capabilities while providing customizable, pre-built solutions. Automatically capture email and calendar interactions to enrich CRM records, facilitating the identification of potential closed/won opportunities, uncovering missing CRM contacts, and recommending new connections. Synchronize calendar events, contacts, and tasks bidirectionally to gain a clearer understanding of crucial relationships and their engagement levels, ultimately leading to more informed decision-making. By integrating these solutions, your business can foster stronger connections and streamline operations effectively.

Description

The Precise API delivers vital information regarding the financial status of business clients, encompassing historical data, current performance metrics, and future projections. Designed to integrate seamlessly with all major accounting platforms, the Precise API features real-time push and pull capabilities, making it an excellent choice for financial institutions, lenders, and fintech companies servicing small to medium-sized enterprises. In addition, the Predict as a Service add-on enhances the functionality of the Precise API by offering a sophisticated, white-label cash flow forecasting and scenario planning platform tailored for your business clients. By implementing a cash flow solution, you can ensure that your clients remain engaged with your brand, fostering a connection to their essential business data and financial requirements. This not only strengthens client relationships but also positions your offerings as indispensable tools for their financial management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Clio
FreeAgent
FreshBooks
Gmail
Google Workspace
Harvest
MYOB AccountRight
Microsoft Dynamics 365
Microsoft Outlook
Microsoft Teams
PayPal
QuickBooks Desktop Pro
QuickBooks Online
Reckon One
Sage Accounting
Sage Intacct
Slack
Stripe
Tally Shoper 9
Wave Accounting

Integrations

Clio
FreeAgent
FreshBooks
Gmail
Google Workspace
Harvest
MYOB AccountRight
Microsoft Dynamics 365
Microsoft Outlook
Microsoft Teams
PayPal
QuickBooks Desktop Pro
QuickBooks Online
Reckon One
Sage Accounting
Sage Intacct
Slack
Stripe
Tally Shoper 9
Wave Accounting

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$5 per month
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

Aurinko

Founded

2020

Country

United States

Website

www.aurinko.io

Vendor Details

Company Name

Forwardly

Founded

2022

Country

United States

Website

www.forwardai.com/precise

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