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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 OIKOS Treasury Suite?

OIKOS Software is committed to improving efficiency in processes and enhancing stakeholder satisfaction by employing logical methodologies and reducing errors. Our focus lies in crafting superior software applications and services that optimize internal operations, which in turn enhances time management and reduces costs. We offer a range of services including receivable collections, payment disbursements, and inventory management, all of which provide a clear view of the cash-conversion cycle. By removing manual errors and cutting out unnecessary redundancies, we enhance financial reporting and planning while delivering advanced cash flow forecasting; furthermore, we bolster UTP reporting to ensure adherence to tax obligations. Each outcome we deliver is a product of a systematic approach or is shaped by the execution of a particular function, reflecting our dedication to thoroughness. Our solutions are crafted to be both flexible and scalable, allowing for seamless adaptation to changes and supporting sustainable growth. Additionally, our innovative approaches improve quality and significantly reduce the Financial Reporting Fatigueâ„¢ that finance teams often encounter during reporting and budgeting, which ultimately results in enhanced performance and greater satisfaction. By prioritizing these aspects, we aim to set new standards in the software industry.

Media

Media

Integrations Supported

Basiq
Clio
Clover
Exact Online
FreshBooks
Harvest
MYOB AccountRight
Microsoft Dynamics 365
NetSuite
PayPal
Plaid
QuickBooks Desktop Pro
QuickBooks Online
Reckon One
Sage Intacct
Shopify
Stripe
Tally Shoper 9
Wave Accounting
Zoho Books

Integrations Supported

Basiq
Clio
Clover
Exact Online
FreshBooks
Harvest
MYOB AccountRight
Microsoft Dynamics 365
NetSuite
PayPal
Plaid
QuickBooks Desktop Pro
QuickBooks Online
Reckon One
Sage Intacct
Shopify
Stripe
Tally Shoper 9
Wave Accounting
Zoho Books

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

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

OIKOS Software

Company Location

United States

Company Website

www.oikossoftware.com

Categories and Features

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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