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Average Ratings 0 Ratings

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ease
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

Up Your Cash Flow consistently delivers expert business budgeting software tailored for CPAs, CFOs, controllers, consultants, and entrepreneurs, addressing their needs for budgeting and cash flow forecasting. For more than two decades, we have empowered businesses to conduct financial analyses and create effective cash management strategies. Our software allows users to produce cash flow forecasts effortlessly, eliminating the need for complex worksheets or intricate formulas. Designed for forward-thinking and financially savvy professionals, Up Your Cash Flow helps users gain a clearer insight into their financial outlook and make informed decisions for the future. This commitment to simplifying the budgeting process sets us apart in the industry.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Basiq
Clio
Clover
Exact Online
FreeAgent
FreshBooks
MYOB Acumatica
Microsoft Dynamics 365
NetSuite
Plaid
QuickBooks Desktop Pro
QuickBooks Online
Reckon One
Saasu
Sage Accounting
Sage Intacct
Shopify
Stripe
Wave Accounting
Zoho Books

Integrations

Basiq
Clio
Clover
Exact Online
FreeAgent
FreshBooks
MYOB Acumatica
Microsoft Dynamics 365
NetSuite
Plaid
QuickBooks Desktop Pro
QuickBooks Online
Reckon One
Saasu
Sage Accounting
Sage Intacct
Shopify
Stripe
Wave Accounting
Zoho Books

Pricing Details

$5 per month
Free Trial
Free Version

Pricing Details

$249 one-time payment
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

Up Your Cash Flow

Founded

1989

Website

www.upyourcashflow.com

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Alternatives

Alternatives

Cash Flow Mapper Reviews

Cash Flow Mapper

CashFlowMapper
Cash Flow Mapper Reviews

Cash Flow Mapper

CashFlowMapper