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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 ByAllAccounts?

ByAllAccounts transforms financial data into actionable insights by aggregating information from a wide array of sources. Our platform compiles raw data from over 15,000 distinct origins. We prioritize independence from specific formats and choose only the highest quality, most comprehensive data available, which allows for a transparent overview of clients’ assets, spending habits, and cash flow trends. We then standardize the gathered data into a cohesive, consistent format that aligns with industry benchmarks and incorporates Morningstar’s proprietary identifiers, effectively converting diverse data into its most useful state. Furthermore, ByAllAccounts utilizes an AI-driven approach to quickly deliver client account information across various systems, including portfolio management, reconciliation, compliance, trust accounting, and performance tracking, which significantly reduces both time commitments and operational costs. Our innovative patented techniques enable us to effectively interpret insufficient data sources and bridge gaps using Morningstar data, thus providing enhanced feeds at the firm level to an extensive network of more than 1,400 advisory firms, 50 redistribution partners, and 40 platform integrators. In addition to this, our commitment to continuous improvement ensures that we adapt to changing market needs, further solidifying our role as a pivotal entity in the financial data aggregation space and empowering our clients with superior operational efficiency and informed decision-making capabilities.

Media

Media

Integrations Supported

Basiq
FreeAgent
FreshBooks
MYOB
Microsoft Dynamics 365 Business Central
QuickBooks Online
QuickBooks Online Advanced
Reckon One
Saasu
Sage 50
Sage Accounting
Sage Intacct
Wave Accounting
Xero
Zoho Books

Integrations Supported

Apiax
MoneyGuide
ProTracker Advantage
Teamstack
Visual KPI

API Availability

Has API

API Availability

Pricing Information

First 25 Companies Free
ForwardAI’s pricing model is based on the number of connected companies per month. We define “Connected Company” as any Company that has been invited to share data with ForwardAI.
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

ForwardAI

Date Founded

2022

Company Location

Delaware | Vancouver | Toronto | Chandigarh

Company Website

www.forwardai.com

Company Facts

Organization Name

Morningstar

Date Founded

1984

Company Location

United States

Company Website

www.morningstar.com

Categories and Features

Banking

Risk Management
Transaction Monitoring

Financial Data APIs

Not specified

Financial Reporting

Balance Sheet
Forecasting
General Ledger
Income Statements
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
Liquidity Analysis
Operational Risk Management
Stress Tests

White Label Banking

Not specified

Categories and Features

Financial Reporting

Audit Trail
Cash Management
General Ledger
Profit / Loss Statement

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