Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Validis are transforming how global banks, lenders and accounting firms get data from their commercial clients. Validis connects to every major accounting system enabling fast and simple access to fully standardised accounting data in real-time.
Collect, format and interpret your customers’ financials in real-time with the Validis API. Enhance your digital lending journey, improve speed of decision and gain greater insights to portfolio performance.
Industry-leading dashboards provide invaluable insight. Flag potential fraud, monitor portfolio health and covenants, conduct spreading and more. Deep insights and smarter risk-based decision making. Validis replaces the need for manually collecting and consolidating data for lending, risk management and audit purposes.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
MYOB AccountRight
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Xero
Yes
Basiq
Yes
Exact Online
Yes
FreshBooks
Yes
Harvest
Yes
MYOB
Yes
Microsoft Dynamics 365 Business Central
Yes
Integrations
MYOB AccountRight
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Xero
Yes
Basiq
No
Exact Online
No
FreshBooks
No
Harvest
No
MYOB
No
Microsoft Dynamics 365 Business Central
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
Yes
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
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
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)
Yes
In Person
Yes
Vendor Details
Company Name
ForwardAI
Founded
2022
Country
Delaware | Vancouver | Toronto | Chandigarh
Website
www.forwardai.com
Vendor Details
Company Name
Validis
Founded
2013
Country
London, UK
Website
validis.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
Banking
ATM Management
No
Compliance Tracking
Yes
Corporate Banking
Yes
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
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
No
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
Yes
Visual Analytics
Yes
Financial Risk Management
Compliance Management
Yes
Credit Risk Management
Yes
For Hedge Funds
Yes
Liquidity Analysis
Yes
Loan Portfolio Management
Yes
Market Risk Management
Yes
Operational Risk Management
Yes
Portfolio Management
Yes
Portfolio Modeling
Yes
Risk Analytics Benchmarks
Yes
Stress Tests
Yes
Value At Risk Calculation
Yes
Loan Origination
Amortization Schedule
No
Audit Trail
Yes
Closing Documents
No
Compliance Management
Yes
Customer Database
No
Digital Signature
No
Document Management
No
Fee Management
No
Loan Processing
Yes
Online Application
No
Risk Management
Alerts/Notifications
Yes
Auditing
Yes
Business Process Control
Yes
Compliance Management
Yes
Corrective Actions (CAPA)
Yes
Dashboard
Yes
Exceptions Management
No
IT Risk Management
Yes
Internal Controls Management
Yes
Legal Risk Management
No
Mobile Access
No
Operational Risk Management
Yes
Predictive Analytics
Yes
Reputation Risk Management
No
Response Management
No
Risk Assessment
Yes