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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 ERPlead?

ERPlead functions as a centralized account and login solution for the array of applications associated with the Lead brand. Through this platform, users can seamlessly access multiple applications such as ScanLead, CRMlead, ProjectLead, InvoiceLead, Greetlead, VisitLead, CashLead, and TodayLead using a single account. Each application within the suite is designed to serve specific purposes, ranging from capturing contacts at trade shows to managing customer interactions, tracking project timelines, overseeing invoicing and bookkeeping tasks, and utilizing group cards. Tailored for freelancers, small enterprises, and teams that rely on diverse services, ERPlead ensures a consistent identity across its various applications, while still allowing each service to retain its distinct features and subscription plans. Users benefit from the ability to create an account free of charge, with several connected applications offering premium plans for additional capabilities. Unlike conventional ERP systems or installed software solutions, ERPlead functions as a web-based service, providing greater accessibility and flexibility for its users. This modern strategy not only streamlines management for businesses demanding integration across different operational facets but also enhances collaboration among users, promoting a more efficient workflow.

Media

Media

No images available

Integrations Supported

Clear Books
Clio
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB
Microsoft Dynamics 365 Business Central
NetSuite
Plaid
QuickBooks Online
QuickBooks Online Advanced
Reckon One
Sage 50
Sage Accounting
Sage Intacct
Wave Accounting
Xero
Zoho Books

Integrations Supported

Scanlead

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

$0
The ERPlead shared account is free. Connected apps have separate plans and pricing; some offer free tiers and paid monthly or annual subscriptions.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

ForwardAI

Date Founded

2022

Company Location

Delaware | Vancouver | Toronto | Chandigarh

Company Website

www.forwardai.com

Company Facts

Organization Name

Quantum Liquid LLC

Company Location

United States

Company Website

erplead.io

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

ERP

Not specified

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