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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CSI stands as a premier partner in fintech, regtech, and cybersecurity, thriving at the crossroads of innovation and exceptional service. We are dedicated to propelling businesses forward through a distinctive combination of state-of-the-art technology, seamless integration, and a strong focus on genuine partnerships rooted in a customer-centric approach. Our cloud-based core banking solution streamlines banking operations and serves as the essential framework for a wide range of tasks, including loan onboarding, servicing, and handling deposits and withdrawals. As a dynamic and expanding financial institution, your bank requires a dependable, efficient, and fully integrated core bank processing platform. With CSI’s core processing solution, which is automated, integrated, and cloud-driven, you and your team can concentrate on the essential aspects of banking, while we ensure optimal functionality, compliance, and security. In an ever-evolving financial landscape, partnering with CSI means you’re not just keeping pace; you’re setting the standard for excellence in banking operations.

Description

The Precise API is a streamlined solution that connects and aggregates business accounting data for enterprise users, including financial institutions, lenders, and fintechs. Offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API makes it simple to retain small business clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Basiq
Clear Books
Clio
FreeAgent
FreshBooks
Harvest
Kinective Bridge
MYOB
MYOB AccountRight
Microsoft Dynamics 365 Business Central
NetSuite
Plaid
QuickBooks Online
QuickBooks Online Advanced
Reckon One
Saasu
Sage 50
Sage Business Cloud Accounting
Xero

Integrations

Basiq
Clear Books
Clio
FreeAgent
FreshBooks
Harvest
Kinective Bridge
MYOB
MYOB AccountRight
Microsoft Dynamics 365 Business Central
NetSuite
Plaid
QuickBooks Online
QuickBooks Online Advanced
Reckon One
Saasu
Sage 50
Sage Business Cloud Accounting
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

First 25 Companies Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Computer Services

Country

United States

Website

www.csiweb.com

Vendor Details

Company Name

ForwardAI

Founded

2022

Country

Delaware | Vancouver | Toronto | Chandigarh

Website

www.forwardai.com

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

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

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

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