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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

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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

$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 Yes 
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

ForwardAI

Founded

2022

Country

Delaware | Vancouver | Toronto | Chandigarh

Website

www.forwardai.com

Vendor Details

Company Name

Forwardly

Founded

2022

Country

United States

Website

www.forwardai.com/precise

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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