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Average Ratings 0 Ratings

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features
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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

Trovata offers modern treasury software that allows users to onboard in just minutes without any need for IT support or lengthy implementation processes. Utilizing open banking and ERP integrations, Trovata automates the aggregation, normalization, and analysis of financial data, enabling real-time reporting on cash positions and trends. With pre-integrations for most banks, users can connect swiftly and maintain constant updates without the hassle of downloading .CSV files from banking websites. As an open banking platform, Trovata empowers businesses to instantly assess their cash levels, forecast efficiently, and manage cash flow with accuracy. Traditionally, 75% of the effort involved in cash analysis consists of manually compiling data and updating Excel models, which can be time-consuming and error-prone. By adopting Trovata.io, companies can eliminate these tedious manual workflows and significantly improve their financial management processes. This innovative approach not only streamlines operations but also enhances overall decision-making by providing a clearer picture of cash availability.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Sage Intacct Yes 
Clio Yes 
Clover Yes 
Exact Online Yes 
FreeAgent Yes 
FreshBooks Yes 
MYOB AccountRight Yes 
MYOB Acumatica Yes 
PayPal Yes 
QuickBooks Online Advanced No 
Reckon One Yes 
Saasu Yes 
Shopify Yes 
Stripe Yes 
Tally Shoper 9 Yes 
Xero Yes 
Zoho Books Yes 

Integrations

NetSuite Yes 
QuickBooks Online Yes 
Sage Intacct Yes 
Clio No 
Clover No 
Exact Online No 
FreeAgent No 
FreshBooks No 
MYOB AccountRight No 
MYOB Acumatica No 
PayPal No 
QuickBooks Online Advanced Yes 
Reckon One No 
Saasu No 
Shopify No 
Stripe No 
Tally Shoper 9 No 
Xero No 
Zoho Books No 

Pricing Details

$5 per month
Free Trial No 
Free Version Yes 

Pricing Details

$500 per month
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 Yes 
iPad App Yes 
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 No 

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

Trovata

Founded

2016

Country

United States

Website

www.trovata.io

Product Features

Treasury

Cash Management Yes 
Debt Management No 
For Government No 
For Hedge Funds No 
Forecasting Yes 
Liquidity Management Yes 
Payment Management No 
Risk Management No 

Alternatives

Alternatives

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