Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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.

Description

Enhance the efficiency of your practice and expand your advisory offerings through automated, white-labeled financial reporting, cash flow projections, analytics, key performance indicators, budgeting, consolidations, and more. Regardless of whether your clients utilize Xero, QuickBooks Online, or other cloud accounting systems, ProfitSee equips you with the ability to obtain valuable real-time insights that truly impact your business. Our platform features an automated nightly synchronization, ensuring that the data at your disposal is always current and precise. Each time you generate reports, establish KPI notifications, or grant access to the online client dashboard, you can be confident that you are working with the latest and most pertinent information, allowing you to effectively manage your clients’ cash flow, respond swiftly to their needs, and proactively identify future possibilities. Instead of relying on basic “percentage increase or decrease forecasts” that often fall short, ProfitSee delivers sophisticated forecasts that are rooted in historical data and aligned with upcoming business strategies, emulating the practices of leading global accounting firms and major Fortune 100 companies. By utilizing these advanced tools, you position yourself to not only serve your clients better but also to elevate your own practice's status in the competitive advisory landscape.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Xero Yes 
Basiq Yes 
Clover Yes 
Exact Online Yes 
FreeAgent Yes 
Harvest Yes 
MYOB Acumatica Yes 
NetSuite Yes 
PayPal Yes 
Plaid Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Online Advanced No 
Saasu Yes 
Sage Accounting Yes 
Shopify Yes 
Stripe Yes 
Tally Shoper 9 Yes 
Wave Accounting Yes 
Zoho Books Yes 

Integrations

QuickBooks Online Yes 
Xero Yes 
Basiq No 
Clover No 
Exact Online No 
FreeAgent No 
Harvest No 
MYOB Acumatica No 
NetSuite No 
PayPal No 
Plaid No 
QuickBooks Desktop Pro No 
QuickBooks Online Advanced Yes 
Saasu No 
Sage Accounting No 
Shopify No 
Stripe No 
Tally Shoper 9 No 
Wave Accounting No 
Zoho Books No 

Pricing Details

$5 per month
Free Trial No 
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 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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Forwardly

Founded

2022

Country

United States

Website

www.forwardai.com/precise

Vendor Details

Company Name

ProfitSee

Country

United States

Website

www.myprofitsee.com/en/index.html

Product Features

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Alternatives

Alternatives

Cash Flow Mapper Reviews

Cash Flow Mapper

CashFlowMapper