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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

The primary obstacle that organizations and public services encounter today is ensuring regulatory compliance, making XBRL essential for financial reporting frameworks such as COREP, FINREP, and Solvency II. As the foremost innovator in regulatory reporting and taxonomy development, CoreFiling serves as a reliable consultant to regulators, governments, financial institutions, and filers around the globe. Meanwhile, True North® offers a financial data aggregation application that stands out as the premier source of public company information, encompassing SEC and Companies House filings. This advanced data platform by True North® enables users to effectively search, visualize, and analyze both individual company financial statements and intricate datasets. By establishing structure and meaning in complex and disconnected data, it is possible to define, normalize, and categorize information right from its source, thus enhancing data usability and insights. The integration of these technologies not only streamlines compliance but also empowers organizations to make informed decisions based on robust financial data.

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
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB
Microsoft Dynamics 365 Business Central
NetSuite
Plaid
QuickBooks Online Advanced
Reckon One
Saasu
Sage 50
Sage Accounting
Sage Intacct
Wave Accounting
Xero
Zoho Books

Integrations

Basiq
Clear Books
Clio
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB
Microsoft Dynamics 365 Business Central
NetSuite
Plaid
QuickBooks Online Advanced
Reckon One
Saasu
Sage 50
Sage Accounting
Sage Intacct
Wave Accounting
Xero
Zoho Books

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

CoreFiling

Founded

1997

Country

United Kingdom

Website

www.corefiling.com

Vendor Details

Company Name

ForwardAI

Founded

2022

Country

Delaware | Vancouver | Toronto | Chandigarh

Website

www.forwardai.com

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

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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