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What is Precise API?

The Precise API provides essential insights into the financial health of business clients, including past performance, current metrics, and anticipated future trends. It is expertly designed for smooth integration with all leading accounting software, offering real-time push and pull functionalities, making it particularly suitable for lenders, financial institutions, and fintech firms that cater to small and medium-sized businesses. Furthermore, the Predict as a Service feature enhances the capabilities of the Precise API by delivering an advanced, customizable platform for cash flow forecasting and scenario planning specifically designed for your business clients. By utilizing a cash flow management solution, you can keep your clients connected to your brand while addressing their critical financial needs and data. This approach not only solidifies client relationships but also elevates your product offerings as essential assets for effective financial oversight, ultimately driving loyalty and satisfaction among your clientele. In a competitive landscape, such strategic tools can be a game-changer for client retention and business growth.

What is Agicap?

Agicap consolidates your cash flow management while automating numerous tasks, allowing you to focus on essential areas like analysis and strategic decision-making. It facilitates seamless creation of cash flow forecasts and tracking of your performance against targets. By integrating your bank accounts and business applications, you can effectively visualize your cash position. This efficient method significantly boosts productivity through automated and centralized cash management. Furthermore, you can harness a comprehensive collaborative platform to efficiently aggregate all relevant data. Anticipating cash flow becomes easier at both the consolidated and individual entity levels, which simplifies the management of finances across several banks and business tools. With the functionality to set up automated cash forecasts, you can examine various scenarios to better prepare for future financial circumstances. Tailored dashboards can be crafted to enhance your analysis and reporting effectiveness. Additionally, Agicap automatically categorizes all banking transactions, ensuring that you remain informed by tracking real-time discrepancies between your actual results and forecasts. By developing a reliable forecast, you enable informed decision-making at the most advantageous times, thereby bolstering your financial strategy. Agicap ultimately provides you with essential tools that empower you to optimize your cash flow management efficiently, leading to improved financial health for your organization. This capability not only enhances your day-to-day financial operations but also supports long-term strategic planning.

Media

Media

Integrations Supported

NetSuite
PayPal
QuickBooks Online
Stripe
Xero
Zoho Books
Harvest
Microsoft Dynamics 365
Plaid
QuickBooks Desktop Pro
Saasu
Wave Accounting

Integrations Supported

NetSuite
PayPal
QuickBooks Online
Stripe
Xero
Zoho Books
EBP CRM
Enrich CRM
GoCardless
Google Sheets
Microsoft Azure
Microsoft Dynamics 365 Business Central
Microsoft SharePoint
Wells Fargo Business Checking

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per month
Free Version

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Forwardly

Date Founded

2022

Company Location

United States

Company Website

www.forwardai.com/precise

Company Facts

Organization Name

Agicap

Date Founded

2016

Company Location

France

Company Website

agicap.com

Categories and Features

Cash Flow Forecasting

Not specified

Unified APIs

Not specified

Categories and Features

Accounting

Bank Reconciliation
Cash Management
Fund Accounting
Multi-Currency
Project Accounting

Accounts Payable

Bank Reconciliation
Cash Management

Accounts Receivable

Not specified

Budgeting

"What If" Scenarios
Cash Management
Consolidation / Roll-Up
Forecasting
Multi-Company
Project Budgeting

Cash Flow Forecasting

Not specified

Expense Report

Invoice Management
Multi-Currency
Workflow Management

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Financial Reporting
Investment Management
Project Management
Risk Management

Financial Risk Management

Credit Risk Management
Loan Portfolio Management
Market Risk Management
Operational Risk Management

Investment Management

Accounting Management
Compliance Reporting
Data Import / Export
Performance Metrics
Risk Management

Payment Processing

Not specified

Spend Management

Budgeting / Forecasting
Multi-Currency

Treasury

Cash Management
Debt Management
Forecasting
Payment Management
Risk Management

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