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What is ForwardAI?

The Precise API serves as an efficient tool that integrates and consolidates accounting data for corporate clients, such as banks, lending institutions, and financial technology companies. It provides critical information about the financial wellbeing of business customers, encompassing past, present, and projected performance metrics. This API simplifies the process of maintaining relationships with small business clients, ultimately fostering long-term partnerships. Additionally, its user-friendly interface enhances the overall experience for enterprise users.

What is BankPoint?

BankPoint serves as an innovative solution tailored for commercial banks and lenders, effortlessly integrating with existing core banking systems to enhance operational efficiency and user experience. This platform is gaining traction among progressive financial institutions aiming to refine various aspects of their processes, including Loan Pipeline Management, Loan Portfolio Management, Covenant Tracking, Loan Reviews, and Document Management, among others. By adopting BankPoint, these institutions are positioning themselves to better navigate the complexities of modern banking and improve overall service delivery.

Media

Media

Integrations Supported

Basiq
Clear Books
Clio
Exact Online
FreeAgent
FreshBooks
Harvest
Kinective Bridge
MYOB AccountRight
Microsoft Dynamics 365 Business Central
NetSuite
Plaid
QuickBooks Online
QuickBooks Online Advanced
Saasu
Sage Accounting
Sage Intacct
Wave Accounting
Xero
Zoho Books

Integrations Supported

Basiq
Clear Books
Clio
Exact Online
FreeAgent
FreshBooks
Harvest
Kinective Bridge
MYOB AccountRight
Microsoft Dynamics 365 Business Central
NetSuite
Plaid
QuickBooks Online
QuickBooks Online Advanced
Saasu
Sage Accounting
Sage Intacct
Wave Accounting
Xero
Zoho Books

API Availability

Has API

API Availability

Has API

Pricing Information

First 25 Companies Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ForwardAI

Date Founded

2022

Company Location

Delaware | Vancouver | Toronto | Chandigarh

Company Website

www.forwardai.com

Company Facts

Organization Name

BankPoint

Date Founded

1999

Company Location

United States

Company Website

www.getbankpoint.com/scheduledemo/

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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