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Average Ratings 0 Ratings

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features
design
support

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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

We assist CFOs in developing and overseeing agreements and contracts throughout their entire lifecycle within a centralized system to enhance financial outcomes. The signed contracts serve as the blueprint for your company’s future success. This approach ensures secure, thorough, prompt, and precise financial reporting, along with effective cash flow management, cost predictions, risk assessments, and compliance measures. Additionally, it streamlines processes for accounting, diligence, and adherence to regulations. Proactively managing contract renewals, terminations, and performance evaluations helps mitigate risks associated with operational failures, expensive penalties, and lost financial opportunities. Contracts are not just documents; they embody the vision of your organization, with their value reflected in the collective agreements made with customers, employees, and suppliers. Many businesses are unaware of the volume of contracts they have signed, and the difficulty in accessing these documents can lead to inaccurate cash flow forecasts, budgeting challenges, and flawed financial reporting. Therefore, unwavering, systematic support for the contract management process is essential for long-term success and growth. By prioritizing this aspect, organizations can unlock hidden potentials and drive better financial performance.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Basiq Yes 
Clio Yes 
Clover Yes 
Docusign No 
Exact Online Yes 
FreeAgent Yes 
FreshBooks Yes 
Harvest Yes 
MYOB AccountRight Yes 
MYOB Acumatica Yes 
Microsoft Power BI No 
Microsoft SharePoint No 
PayPal Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Online Yes 
Sage Accounting Yes 
Sage Intacct Yes 
Wave Accounting Yes 
Xero Yes 

Integrations

Adobe Acrobat Sign Yes 
Basiq No 
Clio No 
Clover No 
Docusign Yes 
Exact Online No 
FreeAgent No 
FreshBooks No 
Harvest No 
MYOB AccountRight No 
MYOB Acumatica No 
Microsoft Power BI Yes 
Microsoft SharePoint Yes 
PayPal No 
QuickBooks Desktop Pro No 
QuickBooks Online No 
Sage Accounting No 
Sage Intacct No 
Wave Accounting No 
Xero No 

Pricing Details

$5 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
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 No 
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

ShareControl

Founded

2014

Country

Norway

Website

sharecontrol.io/en/products/sharecontrol-contract-contract-management-system/

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

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