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ease
features
design
support

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Description

We assist software-as-a-service (SaaS) providers in harnessing the potential of seamless integrations. However, creating and maintaining these integrations can quickly turn into a daunting challenge. The intricate nature of integrations demands significant time and financial investment, making overlooked integrations a substantial loss in potential revenue. By utilizing our platform, you can easily activate the necessary connectors you need. With just a single click, new integrations are at your fingertips. Streamline the way you link your services to your customers' software environments. One integration can open the door to numerous connectors. Implementing a new integration is as simple as a click, allowing you to fulfill all your clients' integration requests promptly. Effortlessly synchronize both customer and financial information between your ERP and accounting systems. Gather accounting metrics to evaluate your carbon emissions. Seamlessly link your accounting software to your point-of-sale (POS) system, enabling automatic generation of accounting entries. Similarly, connect your accounting tool with your payment processor for automatic entry generation as well. Furthermore, compile financial data to determine client eligibility for loans. This comprehensive approach not only enhances operational efficiency but also drives growth for SaaS vendors.

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

Clover
Harvest
PayPal
QuickBooks Online
Shopify
Amazon
Cashpad
Exact Online
GOMC POS
Lightspeed Retail
NetSuite
Octopus Accountancy
QuickBooks Desktop Pro
Saasu
Sage Accounting
Tiime
Trivec
WinBooks
Zelty
Zoho CRM

Integrations

Clover
Harvest
PayPal
QuickBooks Online
Shopify
Amazon
Cashpad
Exact Online
GOMC POS
Lightspeed Retail
NetSuite
Octopus Accountancy
QuickBooks Desktop Pro
Saasu
Sage Accounting
Tiime
Trivec
WinBooks
Zelty
Zoho CRM

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

Chift

Founded

2021

Country

United States

Website

www.chift.eu/

Vendor Details

Company Name

Forwardly

Founded

2022

Country

United States

Website

www.forwardai.com/precise

Product Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Alternatives

Alternatives

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Cash Flow Mapper

CashFlowMapper