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What is Wealth Reader?

Every financial institution utilizes the same API framework. Wealth Reader stands out as the premier data provider globally, assisting you in lowering expenses, increasing customer conversion rates, and streamlining the onboarding process efficiently.

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

Java
Odoo
Postman
Swagger

Integrations Supported

Basiq
Clear Books
Clio
Exact Online
Harvest
MYOB
Microsoft Dynamics 365 Business Central
NetSuite
Plaid
QuickBooks Online
QuickBooks Online Advanced
Reckon One
Saasu
Sage Accounting
Sage Intacct
Wave Accounting

API Availability

API Availability

Has API

Pricing Information

$2000/month
For very low or very high volumes, consult the business team.

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
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Wealth Reader

Date Founded

2023

Company Location

Spain

Company Website

www.wealthreader.com/en/

Company Facts

Organization Name

ForwardAI

Date Founded

2022

Company Location

Delaware | Vancouver | Toronto | Chandigarh

Company Website

www.forwardai.com

Categories and Features

Banking

Corporate Banking
Private Banking
Retail Banking
Transaction Monitoring

Financial Data 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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