Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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