Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Codat helps their clients build deeper connections with business customers.
We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans.
The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn and scale 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
Integrations
Basiq
Clear Books
Exact Online
FreeAgent
FreshBooks
MYOB
MYOB AccountRight
NetSuite
Plaid
QuickBooks Online
Integrations
Basiq
Clear Books
Exact Online
FreeAgent
FreshBooks
MYOB
MYOB AccountRight
NetSuite
Plaid
QuickBooks Online
Pricing Details
Free Trial
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
Codat
Founded
2017
Country
United Kindom
Website
www.codat.io/
Vendor Details
Company Name
ForwardAI
Founded
2022
Country
Delaware | Vancouver | Toronto | Chandigarh
Website
www.forwardai.com
Product Features
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