ByAllAccounts

ByAllAccounts

Morningstar
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investment firms, financial services and fund managers that need to provide visibility into clients’ holdings, spending habits, and cash flows

Audience

Financial Institutions | Alternative Lenders | Fintechs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

First 25 Companies Free
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Morningstar
Founded: 1984
United States
www.morningstar.com

Company Information

ForwardAI
Founded: 2022
Delaware | Vancouver | Toronto | Chandigarh
www.forwardai.com

Alternatives

Alternatives

Clearwater

Clearwater

Clearwater Analytics
Railz

Railz

Railz.ai
MX

MX

MX Technologies

Categories

Categories

Financial Reporting Features

"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 Reporting Features

"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

Banking Features

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 Risk Management Features

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

Integrations

Apiax
Brivo
Clear Books
Clio
Co-Pilot
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB AccountRight
Microsoft Dynamics 365 Business Central
Plaid
QuickBooks Online
QuickBooks Online Advanced
Sage 50
Sage Business Cloud Accounting
Teamstack
Visual KPI
Wave Accounting
Xero

Integrations

Apiax
Brivo
Clear Books
Clio
Co-Pilot
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB AccountRight
Microsoft Dynamics 365 Business Central
Plaid
QuickBooks Online
QuickBooks Online Advanced
Sage 50
Sage Business Cloud Accounting
Teamstack
Visual KPI
Wave Accounting
Xero
Claim ByAllAccounts and update features and information
Claim ByAllAccounts and update features and information
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Claim ForwardAI and update features and information