Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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
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