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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Drivepoint is a smart finance platform tailored for consumer and CPG brands, utilizing data and AI to streamline forecasting, scenario planning, and financial analysis. By replacing traditional spreadsheet workflows, it integrates data from various sources like wholesale, Amazon, direct-to-consumer, and retail, which allows teams to create precise financial models and forecasts much more quickly. The platform enhances core forecasting tasks with AI-driven insights, enabling users to accurately predict comprehensive financial statements, including profit and loss, balance sheets, and cash flow. Additionally, it facilitates swift scenario planning, empowering users to generate and compare numerous business scenarios within seconds, thereby assisting teams in evaluating the financial ramifications of their decisions without the need for cumbersome manual modeling. Ultimately, Drivepoint revolutionizes the financial planning landscape for brands, ensuring they can respond to market changes more effectively and efficiently.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Shopify Yes 
Clover No 
Exact Online No 
FreshBooks No 
Google Ads Yes 
Google Cloud BigQuery Yes 
Harvest No 
MYOB Acumatica No 
Meta AI Yes 
Microsoft Dynamics 365 No 
Microsoft Excel Yes 
PayPal No 
Plaid No 
QuickBooks Desktop Pro No 
Recharge Yes 
Saasu No 
Sage Intacct No 
Stripe No 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Shopify Yes 
Clover Yes 
Exact Online Yes 
FreshBooks Yes 
Google Ads No 
Google Cloud BigQuery No 
Harvest Yes 
MYOB Acumatica Yes 
Meta AI No 
Microsoft Dynamics 365 Yes 
Microsoft Excel No 
PayPal Yes 
Plaid Yes 
QuickBooks Desktop Pro Yes 
Recharge No 
Saasu Yes 
Sage Intacct Yes 
Stripe Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5 per month
Free Trial No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Drivepoint

Founded

2021

Country

United States

Website

www.drivepoint.io

Vendor Details

Company Name

Forwardly

Founded

2022

Country

United States

Website

www.forwardai.com/precise

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