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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Prepare your financial documents with ease. Collect consumer finance documents for your platform in a quicker and more efficient manner than ever before. This process eliminates the hassle of scans and manual uploads, streamlining workflows while reducing administrative follow-up tasks. Obtain high-fidelity data directly from the source, ensuring accuracy and reliability. Our white-labeled solution seamlessly integrates into your brand. The security of the FileThis Service is paramount, providing peace of mind. We collaborate with FinTech platforms to simplify processes such as loan applications, tax preparation, bill payments, bookkeeping automation, and compliance with legal financial requirements. By working together, we enhance the overall user experience and make financial management more accessible to everyone.

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 
Microsoft Dynamics 365 Business Central No 
NetSuite No 
Plaid No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Saasu No 
Sage 50 No 
Sage Accounting No 
Sage Intacct No 
SmartVault Yes 
Wave Accounting No 
Xero No 

Integrations

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

FileThis

Founded

2010

Country

United States

Website

filethis.com

Vendor Details

Company Name

ForwardAI

Founded

2022

Country

Delaware | Vancouver | Toronto | Chandigarh

Website

www.forwardai.com

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control 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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