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Average Ratings 0 Ratings

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ease
features
design
support

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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

NetSuite
QuickBooks Online
Shopify
Basiq
Clover
Exact Online
FreeAgent
FreshBooks
Harvest
Meta AI
Microsoft Excel
PayPal
Plaid
Recharge
Saasu
Sage Accounting
Sage Intacct
Slack
TikTok
Zoho Books

Integrations

NetSuite
QuickBooks Online
Shopify
Basiq
Clover
Exact Online
FreeAgent
FreshBooks
Harvest
Meta AI
Microsoft Excel
PayPal
Plaid
Recharge
Saasu
Sage Accounting
Sage Intacct
Slack
TikTok
Zoho Books

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

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

Product Features

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