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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

One vendor, one centralized platform: For tailored solutions, you can skip the hassle of negotiating with multiple vendors. United Fintech is the platform that unites all of these elements. Accelerated onboarding and end to end digitization No more rigid legacy systems or long onboarding periods. We bring together smarter products while reducing regulatory hurdles and onboarding times.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

First 25 Companies Free
Free Trial
Free Version

Pricing Details

Usage Based
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

ForwardAI

Founded

2022

Country

Delaware | Vancouver | Toronto | Chandigarh

Website

www.forwardai.com

Vendor Details

Company Name

United Fintech

Founded

2020

Country

Denmark

Website

unitedfintech.com

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Product Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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