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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

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 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 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Online Yes 
Reckon One Yes 
Saasu Yes 
Sage Accounting Yes 
Sage Intacct Yes 
Stripe Yes 
Wave Accounting Yes 
Xero Yes 

Integrations

Basiq No 
Clio No 
Clover No 
Exact Online No 
FreeAgent No 
FreshBooks No 
Harvest No 
MYOB AccountRight No 
MYOB Acumatica No 
Microsoft Dynamics 365 No 
NetSuite No 
QuickBooks Desktop Pro No 
QuickBooks Online No 
Reckon One No 
Saasu No 
Sage Accounting No 
Sage Intacct No 
Stripe No 
Wave Accounting No 
Xero No 

Pricing Details

$5 per month
Free Trial No 
Free Version Yes 

Pricing Details

$249 one-time payment
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 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) No 
In Person No 

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 No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Alternatives

Alternatives

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