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features
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support

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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.

Description

Consolidate your historical financial information in one place to enable immediate financial projections and pro forma calculations. Utilizing a machine learning-driven methodology, the platform employs algorithms to refine and triangulate crucial forecasting assumptions, allowing users to visually modify these factors to better suit their needs. Generate tailored reports and dashboards that present easy-to-digest analyses, including operational metrics, financial trends, and various key performance indicators. RMI Insights serves as a cloud-based financial modeling automation tool that leverages machine learning, empowering accounting firms and small businesses to effectively strategize for their financial futures without relying on outdated and error-prone spreadsheet methods. This versatile platform is source-agnostic, enabling you to upload or connect your historical financial data in any format, such as Excel, PDF, or CSV, along with direct integration from accounting systems. After extracting your historical data, RMI Insights organizes it into a standardized format for seamless analysis, ensuring that financial planning becomes more efficient and reliable than ever before. With RMI Insights, you can confidently navigate the complexities of financial forecasting and streamline your decision-making processes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Basiq Yes 
Clio Yes 
Exact Online Yes 
FreshBooks Yes 
Harvest Yes 
MYOB AccountRight Yes 
MYOB Acumatica Yes 
NetSuite Yes 
PayPal Yes 
Plaid Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Online Yes 
Reckon One Yes 
Saasu Yes 
Sage Intacct Yes 
Shopify Yes 
Stripe Yes 
Tally Shoper 9 Yes 
Wave Accounting Yes 
Zoho Books Yes 

Integrations

Basiq No 
Clio No 
Exact Online No 
FreshBooks No 
Harvest No 
MYOB AccountRight No 
MYOB Acumatica No 
NetSuite No 
PayPal No 
Plaid No 
QuickBooks Desktop Pro No 
QuickBooks Online No 
Reckon One No 
Saasu No 
Sage Intacct No 
Shopify No 
Stripe No 
Tally Shoper 9 No 
Wave Accounting No 
Zoho Books No 

Pricing Details

$5 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Forwardly

Founded

2022

Country

United States

Website

www.forwardai.com/precise

Vendor Details

Company Name

RMI Insights

Founded

2018

Country

United States

Website

rmiinsights.com

Product Features

Data Visualization

Analytics No 
Content Management No 
Dashboard Creation No 
Filtered Views No 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery No 

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