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features
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support

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Description

Transform and analyze your data through dimensions specified by users to extract valuable insights regarding both real cash flows and projected cash forecasts. Create a personalized dashboard to visualize and centralize crucial information effectively. Keep track of your balances and cash flows in various currencies by utilizing your foreign exchange rate sets. Aggregate local contributions to assess your cash flows on a global scale, while also having the capability to delve deeper into specific areas of interest, down to individual transaction details. Manage millions of transactions to generate a comprehensive forecast, meticulously examining each transaction to identify discrepancies in your cash flow predictions. Gain insights into areas for enhancement by juxtaposing actual figures against forecasts within a detailed variance analysis framework. Integrate this variance analysis seamlessly into your forecasting routine to uncover inaccuracies and implement improvements that enhance the overall forecasting accuracy for future periods. This holistic approach not only aids in financial management but also empowers strategic decision-making across your organization.

Description

The Precise API delivers vital information regarding the financial status of business clients, encompassing historical data, current performance metrics, and future projections. Designed to integrate seamlessly with all major accounting platforms, the Precise API features real-time push and pull capabilities, making it an excellent choice for financial institutions, lenders, and fintech companies servicing small to medium-sized enterprises. In addition, the Predict as a Service add-on enhances the functionality of the Precise API by offering a sophisticated, white-label cash flow forecasting and scenario planning platform tailored for your business clients. By implementing a cash flow solution, you can ensure that your clients remain engaged with your brand, fostering a connection to their essential business data and financial requirements. This not only strengthens client relationships but also positions your offerings as indispensable tools for their financial management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Basiq
Clio
Clover
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB Acumatica
Microsoft Dynamics 365
NetSuite
PayPal
QuickBooks Desktop Pro
Reckon One
Saasu
Sage Accounting
Shopify
Tally Shoper 9
Wave Accounting
Xero
Zoho Books

Integrations

Basiq
Clio
Clover
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB Acumatica
Microsoft Dynamics 365
NetSuite
PayPal
QuickBooks Desktop Pro
Reckon One
Saasu
Sage Accounting
Shopify
Tally Shoper 9
Wave Accounting
Xero
Zoho Books

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$5 per month
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

Cashforce

Country

Belgium

Website

cashforce.com

Vendor Details

Company Name

Forwardly

Founded

2022

Country

United States

Website

www.forwardai.com/precise

Product 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

Alternatives

Cash Flow Frog Reviews

Cash Flow Frog

FinBoard
Cash Flow Mapper Reviews

Cash Flow Mapper

CashFlowMapper