Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
G-CLIP is an advanced, cloud-based platform that enables corporate clients of financial institutions to efficiently monitor cash balances across various subsidiaries and currencies, while also facilitating the allocation of those funds into a range of cash-equivalent investments, including money market funds and time deposits. In addition to enabling clients to invest their surplus cash in approved options, G-CLIP provides valuable insights into risk exposure through an easy-to-use analytics suite. Developed by FO2, G-CLIP is rooted in a deep understanding of client requirements, product fundamentals, regulatory frameworks, and market dynamics, which collectively enhance liquidity and foster greater transparency within a single, user-friendly liquidity portal. Furthermore, G-CLIP can function as a standalone, turnkey solution or seamlessly integrate with other FO2 modules, thereby enriching the user experience while simultaneously boosting the financial institution's operational capabilities and return on investment. This flexibility allows institutions to tailor their offerings to better meet client demands.
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
No
API Access
Has API
Yes
Integrations
Basiq
No
Clio
No
Clover
No
FreeAgent
No
FreshBooks
No
MYOB AccountRight
No
MYOB Acumatica
No
Microsoft Dynamics 365
No
NetSuite
No
PayPal
No
Integrations
Basiq
Yes
Clio
Yes
Clover
Yes
FreeAgent
Yes
FreshBooks
Yes
MYOB AccountRight
Yes
MYOB Acumatica
Yes
Microsoft Dynamics 365
Yes
NetSuite
Yes
PayPal
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$5 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Financial Oxygen
Founded
1999
Country
United States
Website
www.financialoxygen.com
Vendor Details
Company Name
Forwardly
Founded
2022
Country
United States
Website
www.forwardai.com/precise
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No