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features
design
support

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Write a Review

Description

Quickly onboard customers, boost conversion rates, and enhance wallet share. Provide the top-notch digital experiences that your clientele anticipates. Our customizable solution encompasses digital account initiation, loan application processing, cross-selling opportunities, and insightful business analytics. It seamlessly integrates with your existing core banking infrastructure. Swiftly implement charitable financial initiatives that foster greater member engagement and generate referrals. Revamp your digital user journey without altering your back-office operations and systems. This solution offers loan origination and account creation tailored for community banks, equipped with the data intelligence, advanced marketing automation, and polished user interface necessary to rival fintech companies. Additionally, streamline the application process for supplementary products by utilizing the customer’s pre-existing information. This comprehensive approach not only enhances customer satisfaction but also drives long-term loyalty and retention.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Basiq No 
Clear Books No 
Clio No 
Exact Online No 
FreeAgent No 
FreshBooks No 
Harvest No 
MYOB No 
MYOB AccountRight No 
Microsoft Dynamics 365 Business Central No 
NetSuite No 
Plaid No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Sage 50 No 
Sage Accounting No 
Sage Intacct No 
Wave Accounting No 
Xero No 
Zoho Books No 

Integrations

Basiq Yes 
Clear Books Yes 
Clio Yes 
Exact Online Yes 
FreeAgent Yes 
FreshBooks Yes 
Harvest Yes 
MYOB Yes 
MYOB AccountRight Yes 
Microsoft Dynamics 365 Business Central Yes 
NetSuite Yes 
Plaid Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage 50 Yes 
Sage Accounting Yes 
Sage Intacct Yes 
Wave Accounting Yes 
Xero Yes 
Zoho Books Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

First 25 Companies Free
ForwardAI’s pricing model is based on the number of connected companies per month. We define “Connected Company” as any Company that has been invited to share data with ForwardAI.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Co.tribute

Country

United States

Website

www.cotribute.com

Vendor Details

Company Name

ForwardAI

Founded

2022

Country

Delaware | Vancouver | Toronto | Chandigarh

Website

www.forwardai.com

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Community

Content Management No 
Content Moderation No 
Discussions / Forums Yes 
Event Management No 
Group Management Yes 
Ideation / Crowdsourcing No 
Member Directory Yes 
Membership Management Yes 
Social Media Management No 
Website Management No 
White Label No 

Customer Communications Management

Batch Communications No 
Chat / Messaging No 
Content Management No 
Email Distribution No 
Interactive Content No 
Multi-Channel Communications No 
On-Demand Communications No 
Personalization No 
Print Management No 
Template Management No 
Video Content No 

Customer Engagement

Analytics No 
Churn Management No 
Communication Management No 
Community Management No 
Content Syndication No 
Feedback Collection No 
Gamification No 
Live Chat No 
Video Content No 

Customer Experience

Action Management No 
Analytics No 
Customer Segmentation No 
Dashboard No 
Feedback Management No 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Digital Adoption Platforms

Audience Segmentation No 
Content Creation No 
Contextual Guidance No 
Data Validation No 
In-App Training No 
Launch Management No 
Multi-Language No 
Self Service Tools No 
Surveys & Feedback No 
User Onboarding No 

Digital Experience Platforms (DXP)

Alerts / Notifications No 
Auto-Tagging No 
Blogs No 
Calendar No 
Content Modeling No 
Digital Asset Management No 
File Sharing No 
Form Builder No 
Forums / Message Boards No 
Headless CMS No 
Knowledge Base No 
Performance Monitoring No 
Personalization / Segmentation No 
Reporting / Analytics No 
Surveys / Polls No 
Templates No 
User Management / Permissions No 
Version Control No 
Wiki No 
Workflow Management No 

Marketing Attribution

Attribution Modeling No 
Audience Segmentation No 
Conversion Tracking No 
Cross-Channel Attribution No 
Customer Journey Mapping No 
Multi-Touch Attribution No 
Predictive Analytics No 
ROI Tracking No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Onboarding

Course Management No 
Document Management No 
E-Verify / I-9 Forms No 
Electronic Forms No 
Electronic Signature No 
Employee Handbook No 
Employee Portal No 
File Management No 
Job Description Management No 
Orientation Management No 
Self Service Portal No 
Task Management No 
Tax Forms No 
Training Management No 

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management Yes 
Securities Management No 
Transaction Monitoring Yes 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet Yes 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement Yes 

Financial Risk Management

Compliance Management Yes 
Credit Risk Management Yes 
For Hedge Funds No 
Liquidity Analysis Yes 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management Yes 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests Yes 
Value At Risk Calculation No 

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