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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 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.

Media

Media

Integrations Supported

Basiq
Clio
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB AccountRight
NetSuite
Plaid
QuickBooks Online
Reckon One
Saasu
Sage Accounting
Sage Intacct
Wave Accounting
Xero
Zoho Books
Clover

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per month
Free Version

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?

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

Documentation Hub
Online Training

Company Facts

Organization Name

Forwardly

Date Founded

2022

Company Location

United States

Company Website

www.forwardai.com/precise

Company Facts

Organization Name

ForwardAI

Date Founded

2022

Company Location

Delaware | Vancouver | Toronto | Chandigarh

Company Website

www.forwardai.com

Categories and Features

Cash Flow Forecasting

Not specified

Unified APIs

Not specified

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

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