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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

The primary obstacle that organizations and public services encounter today is ensuring regulatory compliance, making XBRL essential for financial reporting frameworks such as COREP, FINREP, and Solvency II. As the foremost innovator in regulatory reporting and taxonomy development, CoreFiling serves as a reliable consultant to regulators, governments, financial institutions, and filers around the globe. Meanwhile, True North® offers a financial data aggregation application that stands out as the premier source of public company information, encompassing SEC and Companies House filings. This advanced data platform by True North® enables users to effectively search, visualize, and analyze both individual company financial statements and intricate datasets. By establishing structure and meaning in complex and disconnected data, it is possible to define, normalize, and categorize information right from its source, thus enhancing data usability and insights. The integration of these technologies not only streamlines compliance but also empowers organizations to make informed decisions based on robust financial data.

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 
NetSuite No 
Plaid No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Reckon One No 
Saasu No 
Sage 50 No 
Sage Accounting No 
Sage Intacct 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 
NetSuite Yes 
Plaid Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Reckon One Yes 
Saasu Yes 
Sage 50 Yes 
Sage Accounting Yes 
Sage Intacct 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 No 
iPad App No 
Android App No 
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 Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

CoreFiling

Founded

1997

Country

United Kingdom

Website

www.corefiling.com

Vendor Details

Company Name

ForwardAI

Founded

2022

Country

Delaware | Vancouver | Toronto | Chandigarh

Website

www.forwardai.com

Product Features

Financial Reporting

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