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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

SCALE MCA is a cloud-based CRM platform that offers a white-labeled solution tailored for independent sales organizations and brokers operating in the merchant cash advance sector. This system incorporates merchant data management, e-signature integrated digital applications, and streamlined workflows for direct lender submissions, all while automating follow-ups to enhance deal closure efficiency and minimize manual tasks. It allows for custom API integrations with various lead providers and third-party applications, ensures robust enterprise-level security through features like two-factor authentication, JWT authentication, encrypted data storage, and role-based access controls, and delivers comprehensive analytics and reporting on merchant performance and funding patterns. Additionally, the platform's white-label feature empowers businesses to brand it as their own, facilitating a quick launch that allows them to oversee leads, applications, communications, and portfolios seamlessly within a single integrated environment. This holistic approach not only enhances operational efficiency but also strengthens client relationships by providing valuable insights and improved service delivery.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Basiq
Clio
Clover
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB AccountRight
PayPal
Plaid
QuickBooks Desktop Pro
QuickBooks Online
Reckon One
Sage Accounting
Shopify
Stripe
Tally Shoper 9
Wave Accounting
Xero
Zoho Books

Integrations

Basiq
Clio
Clover
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB AccountRight
PayPal
Plaid
QuickBooks Desktop Pro
QuickBooks Online
Reckon One
Sage Accounting
Shopify
Stripe
Tally Shoper 9
Wave Accounting
Xero
Zoho Books

Pricing Details

$5 per month
Free Trial
Free Version

Pricing Details

$69 per month
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

Forwardly

Founded

2022

Country

United States

Website

www.forwardai.com/precise

Vendor Details

Company Name

SCALE MCA

Country

United States

Website

www.scalemca.com

Product Features

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Alternatives

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