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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

Introducing the ultimate accounting software for trading preferred shares, tailored specifically for Australian investors with substantial portfolios. With a user base exceeding 60,000 globally, we serve as a reliable foundation for their investment endeavors. Experience the assurance of StockMarket+ and start your risk-free trial now, freeing yourself from the hassle of tedious share tracking spreadsheets. Your investment portfolio and accountant will surely appreciate the transition. Designed by Australian investors for their peers, StockMarket Plus is a comprehensive platform that enables users to track, record, and forecast their shares and dividends while also managing property finances. Discover the premier share portfolio management software available in Australia. Benefit from a selection of more than 15 professional reports, cash flow forecasting, automatic brokerage calculations, and the capability to meticulously log your share history, making it easier than ever to gain control over your investments. Streamline and automate your investment management process without the chaos of unwieldy spreadsheets, and unlock the potential of your financial portfolio today.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Basiq Yes 
Clio Yes 
Clover Yes 
Exact Online Yes 
FreeAgent Yes 
FreshBooks Yes 
Harvest Yes 
MYOB AccountRight Yes 
MYOB Acumatica Yes 
NetSuite Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Online Yes 
Reckon One Yes 
Saasu Yes 
Sage Accounting Yes 
Sage Intacct Yes 
Shopify Yes 
Tally Shoper 9 Yes 
Wave Accounting Yes 
Zoho Books Yes 

Integrations

Basiq No 
Clio No 
Clover No 
Exact Online No 
FreeAgent No 
FreshBooks No 
Harvest No 
MYOB AccountRight No 
MYOB Acumatica No 
NetSuite No 
QuickBooks Desktop Pro No 
QuickBooks Online No 
Reckon One No 
Saasu No 
Sage Accounting No 
Sage Intacct No 
Shopify No 
Tally Shoper 9 No 
Wave Accounting No 
Zoho Books No 

Pricing Details

$5 per month
Free Trial No 
Free Version Yes 

Pricing Details

$24 per month
Free Trial Yes 
Free Version Yes 

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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) No 
In Person Yes 

Vendor Details

Company Name

Forwardly

Founded

2022

Country

United States

Website

www.forwardai.com/precise

Vendor Details

Company Name

StockMarket Plus

Country

Australia

Website

stockmarketplus.com.au

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management No 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Alternatives

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