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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 Fluidly?

Fluidly is transforming the landscape of financial planning and management for businesses, addressing everything from cash flow analysis to funding acquisition. Whether you operate a company looking for a streamlined method to track your cash resources or are an accountant striving to improve the services you provide to clients, Fluidly has the tools you need. Historically, forecasting cash flow has depended on tedious manual processes primarily conducted through spreadsheets, which often results in projections that become obsolete very quickly. The real difficulty lies in maintaining the accuracy and relevance of these forecasts. With Fluidly’s cutting-edge software that seamlessly integrates with your Xero or QuickBooks accounts, you can create a cash flow forecast that updates in real-time, displayed in an easy-to-understand chart. Eliminate the hassle of complicated modeling and stressful numerical calculations; you can effortlessly view your cash flow history, current cash standing, and future forecasts. Furthermore, our platform connects you to a diverse range of lenders, enabling you to uncover pre-qualified funding opportunities in just seconds, all without any obligation to commit. By simply linking your Xero or QuickBooks ledger, you can observe your forecast refresh in real-time, making the process of financial management more straightforward and efficient than ever. In this way, Fluidly not only simplifies the financial decision-making process but also empowers businesses to navigate their financial futures with greater confidence. The combination of technology and user-friendly design positions Fluidly as an essential partner for modern financial management.

Media

Media

Integrations Supported

Xero
Clio
Clover
Exact Online
Harvest
MYOB AccountRight
MYOB Acumatica
Microsoft Dynamics 365
PayPal
Plaid
QuickBooks Desktop Pro
QuickBooks Online
Reckon One
Saasu
Sage Accounting
Sage Intacct
Shopify
Stripe
Wave Accounting
Zoho Books

Integrations Supported

Xero

API Availability

Has API

API Availability

Pricing Information

$5 per month
Free Version

Pricing Information

$33.68/month
Pricing in GBP starting at £25 for 50 invoices raised per month.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

Forwardly

Date Founded

2022

Company Location

United States

Company Website

www.forwardai.com/precise

Company Facts

Organization Name

Fluidly

Date Founded

2016

Company Location

United Kingdom

Company Website

fluidly.com

Categories and Features

Cash Flow Forecasting

Not specified

Unified APIs

Not specified

Categories and Features

Accounting

Accounts Receivable

Cash Flow Forecasting

Not specified

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