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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 Boss Insights?

Boss Insights offers an unparalleled gateway to the financial data of business clients through a single interface that integrates various services, including accounting, banking, commerce, payroll, and taxation (such as Quickbooks, Stripe, and SalesForce). This innovative solution is utilized by fintech companies and neobanks to achieve remarkable improvements, including a 60% boost in automation, fully automated scoring, a 51% acceleration in funding processes, and a fivefold increase in the speed of renewals. The efficiency gained through this integration not only streamlines operations but also enhances decision-making capabilities for financial institutions.

Media

Media

Integrations Supported

FreeAgent
Microsoft Dynamics 365 Business Central
NetSuite
QuickBooks Online
Sage Accounting
Wave Accounting
Xero
Zoho Books
Agile CRM
Bitrix24
CenterEdge Advantage
Copper
FreshBooks
HubSpot Customer Platform
NetSuite CRM
Paycor
Sage Intacct
Shopify
Zuora

Integrations Supported

FreeAgent
Microsoft Dynamics 365 Business Central
NetSuite
QuickBooks Online
Sage Accounting
Wave Accounting
Xero
Zoho Books
Agile CRM
Bitrix24
CenterEdge Advantage
Copper
FreshBooks
HubSpot Customer Platform
NetSuite CRM
Paycor
Sage Intacct
Shopify
Zuora

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

Boss Insights

Date Founded

2017

Company Location

Canada

Company Website

bossinsights.com

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

API Management

API Design
API Lifecycle Management
Access Control
Analytics
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control

Commercial Loan

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

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

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