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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.

Description

Reduce the time spent managing receivables by enrolling your clients in a system that replaces obsolete manual processes with efficient automated digital collection methods and communication channels. Offer your clients a variety of digital payment options, such as ACH, credit cards, and open banking, to simplify the payment process and enhance the accuracy of your financial records. Stay informed about your cash flow with regular automated reports and analytics tailored to your business's requirements. Use specialized customer ratings derived from credit assessments and engagement metrics to make well-informed decisions and refine payment strategies effectively. Anticipate your future cash flow by analyzing both current and historical payment patterns. Optimize your workflows for better prioritization, and take advantage of customizable communication templates and strategies while maintaining a white-labeled approach to branding. This comprehensive solution not only streamlines processes but also empowers your financial management capabilities.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Basiq Yes 
Clear Books Yes 
Clio Yes 
FreeAgent Yes 
FreshBooks Yes 
Harvest Yes 
MYOB Yes 
MYOB AccountRight Yes 
Microsoft Dynamics 365 Business Central Yes 
NetSuite Yes 
Plaid Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Reckon One Yes 
Saasu Yes 
Sage 50 Yes 
Sage Accounting Yes 
Wave Accounting Yes 
Xero Yes 
Zoho Books Yes 

Integrations

Basiq No 
Clear Books No 
Clio No 
FreeAgent No 
FreshBooks No 
Harvest No 
MYOB No 
MYOB AccountRight No 
Microsoft Dynamics 365 Business Central No 
NetSuite No 
Plaid No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Reckon One No 
Saasu No 
Sage 50 No 
Sage Accounting No 
Wave Accounting No 
Xero No 
Zoho Books 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 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
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) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

ForwardAI

Founded

2022

Country

Delaware | Vancouver | Toronto | Chandigarh

Website

www.forwardai.com

Vendor Details

Company Name

Kolleno

Country

United Kingdom

Website

www.kolleno.com

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 

Product Features

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices No 
Callback Scheduling No 
Client Management No 
Commission Management No 
Compliance Management No 
Contact Management No 
Credit Bureau Reporting No 
In-House Collections No 
Payment Plans No 
Transaction Management No 

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Legal Billing

Accounting Management No 
Automatic Billing No 
Calendar Management No 
Case Management No 
Client Portal No 
Document Management No 
Expense Tracking No 
Time Tracking No 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

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