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What is Solvas|Forecast?

Solvas|Forecast is a sophisticated software application designed to generate cash flow forecasts for a range of financial instruments according to user-defined parameters. This cutting-edge tool seeks to improve conventional forecasting techniques by delivering in-depth projections at the individual instrument level, all within a user-friendly interface. It adeptly analyzes cash flows for various instruments in a single scenario, supporting a diverse array of asset classes. By utilizing wizards and structured workflows, the software simplifies both the initial setup and the ongoing management, turning what could be a daunting process into a series of easy-to-follow steps. Users can conveniently import data specific to instruments from spreadsheet tools, other products from Solvas, or via bespoke direct database integrations that meet their unique requirements. Additionally, the scenarios generated serve as snapshots that bolster audit support and documentation, thereby ensuring credibility in financial reporting. This holistic methodology not only makes forecasting more efficient but also significantly improves the overall experience for users, allowing them to focus on analysis rather than logistics. With its robust features, Solvas|Forecast stands out as a pivotal resource for finance professionals seeking precision in their cash flow projections.

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.

Media

Media

Integrations Supported

Basiq
Clio
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB Acumatica
NetSuite
PayPal
Plaid
QuickBooks Online
Reckon One
Saasu
Sage Intacct
Shopify
Stripe
Tally Shoper 9
Wave Accounting
Xero
Zoho Books

Integrations Supported

Basiq
Clio
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB Acumatica
NetSuite
PayPal
Plaid
QuickBooks Online
Reckon One
Saasu
Sage Intacct
Shopify
Stripe
Tally Shoper 9
Wave Accounting
Xero
Zoho Books

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$5 per month
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

Deloitte

Date Founded

1982

Company Location

United States

Company Website

www2.deloitte.com/content/dam/Deloitte/us/Documents/risk/us-risk-financial-technology-solvas-forecast.pdf

Company Facts

Organization Name

Forwardly

Date Founded

2022

Company Location

United States

Company Website

www.forwardai.com/precise

Categories and Features

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Categories and Features

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