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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

Eliminate the reliance on static spreadsheets by integrating automated data feeds from your portfolio firms. Utilize advanced anti-fraud algorithms to pinpoint potential issues. Effortlessly access public and private comparables for discounted cash flow analyses. Generate current cash flow projections within minutes. Receive a comprehensive financial report monthly without needing manual updates. Ensure your spreadsheets are refreshed automatically with the latest data. Spot discrepancies and pose critical questions at the outset. If you’re investing without encountering financial fraud, it’s likely because you haven’t detected it yet. Enhance your data collection methods to secure precise, real-time insights regarding your investments. Obtain detailed financial information on both your existing and prospective assets. Move away from traditional Excel documents and tedious reminder emails to your portfolio companies. Optimize your data gathering approach by incorporating live updates directly into your models and spreadsheets on a daily basis. This transition not only saves time but also improves the accuracy of your financial assessments.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Exact Online Yes 
FreeAgent Yes 
Harvest Yes 
MYOB AccountRight Yes 
MYOB Acumatica Yes 
Microsoft Dynamics 365 Yes 
PayPal Yes 
QuickBooks Desktop Pro Yes 
Reckon One Yes 
Saasu Yes 
Sage Accounting Yes 
Sage Intacct Yes 
Shopify Yes 
Stripe Yes 
Tally Shoper 9 Yes 
Wave Accounting Yes 
Xero Yes 
Zoho Books Yes 

Integrations

QuickBooks Online Yes 
Exact Online No 
FreeAgent No 
Harvest No 
MYOB AccountRight No 
MYOB Acumatica No 
Microsoft Dynamics 365 No 
PayPal No 
QuickBooks Desktop Pro No 
Reckon One No 
Saasu No 
Sage Accounting No 
Sage Intacct No 
Shopify No 
Stripe No 
Tally Shoper 9 No 
Wave Accounting No 
Xero No 
Zoho Books No 

Pricing Details

$5 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
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 No 
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) Yes 
In Person No 

Vendor Details

Company Name

Forwardly

Founded

2022

Country

United States

Website

www.forwardai.com/precise

Vendor Details

Company Name

gini

Country

United States

Website

www.gini.co

Product Features

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet 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 

Alternatives

Alternatives

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Fathom

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CashFlowMapper