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About

ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.

About

Particeep is a fintech that provides banks, asset management firms, insurances and their distributors tunkey solutions enabling them to distribute their financial products and services online. The company offers, in addition to its open API, white-label platforms to distribute financial services online in less than one month. Our Particeep Plug solution allows you to create a digital version of your existing banking products and make them accessible to third parties through a Rest open banking API. With our solution, you quickly deploy your online distribution channels and allow your partners to distribute your offers online by personalizing it according to their graphic charter and their authorizations. Our Particeep Plug white label solution allows you to create a digital version of your existing insurance products or to quickly create new products.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Financial Institutions | Alternative Lenders | Fintechs

Audience

Companies searching for a solution to improve online distribution of banking, insurance and investment products.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

First 25 Companies Free
ForwardAI’s pricing model is based on the number of connected companies per month. We define “Connected Company” as any Company that has been invited to share data with ForwardAI.
Free Version Supported
Free Trial Supported

Pricing

11880€/year
Annual licence
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Particeep
Founded: 2013
France
www.particeep.com

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Categories

Categories

Online Banking Supported
Open Banking Supported
Open Finance Supported
P&C Insurance Supported

Banking Features

ATM Management Not Supported
Compliance Tracking Not Supported
Corporate Banking Not Supported
Credit Card Management Not Supported
Credit Union Not Supported
Investment Banking Not Supported
Multi-Branch Not Supported
Online Banking Not Supported
Private Banking Not Supported
Retail Banking Not Supported
Risk Management Supported
Securities Management Not Supported
Transaction Monitoring Supported

Financial Reporting Features

"What If" Scenarios Not Supported
Audit Trail Not Supported
Balance Sheet Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Supported

Financial Risk Management Features

Compliance Management Supported
Credit Risk Management Supported
For Hedge Funds Not Supported
Liquidity Analysis Supported
Loan Portfolio Management Not Supported
Market Risk Management Not Supported
Operational Risk Management Supported
Portfolio Management Not Supported
Portfolio Modeling Not Supported
Risk Analytics Benchmarks Not Supported
Stress Tests Supported
Value At Risk Calculation Not Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Not Supported

Online Banking Features

Brokerage Supported
Cash Management Not Supported
Chat / Messaging Not Supported
Credit Card Management Not Supported
Electronic Statements Not Supported
Fraud Detection Not Supported
Loan Management Supported
Marketing Automation Supported
Retail Banking Supported
Single Sign On Supported
Transaction Monitoring Supported

P&C Insurance Features

Billing & Invoicing Not Supported
Broker / Agent Portal Supported
Claims Management Not Supported
Commission Management Supported
Customer Portal Not Supported
Document Management Supported
Insurance Rating Supported
Marketing Automation Not Supported
Policy Management Supported
Quote Management Supported
Reinsurance Administration Not Supported
Underwriting Management Supported

Subscription Management Features

Cancellation Management Not Supported
Discount / Coupon Management Not Supported
Dunning Management Not Supported
Enrollment Management Supported
Product Catalog Supported
Recurring Billing Supported
Revenue Recognition Not Supported
Revenue Recovery Tools Not Supported
Self Service Portal Supported
Subscription Plan Management Not Supported
Tax Management Not Supported
Trial Management Not Supported
Usage Tracking/Analytics Supported

Integrations

Basiq Supported
Clear Books Supported
Clio Supported
FreshBooks Supported
Harvest Supported
MYOB Supported
MYOB AccountRight Supported
NetSuite Supported
Plaid Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Reckon One Supported
SBS Banking Platform Not Supported
Sage Accounting Supported
Sage Intacct Supported
Salesforce Not Supported
Stripe Not Supported
Wave Accounting Supported
Xero Supported
Zoho Books Supported

Integrations

Basiq Not Supported
Clear Books Not Supported
Clio Not Supported
FreshBooks Not Supported
Harvest Not Supported
MYOB Not Supported
MYOB AccountRight Not Supported
NetSuite Not Supported
Plaid Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Reckon One Not Supported
SBS Banking Platform Supported
Sage Accounting Not Supported
Sage Intacct Not Supported
Salesforce Supported
Stripe Supported
Wave Accounting Not Supported
Xero Not Supported
Zoho Books Not Supported
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Claim ForwardAI and update features and information
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Claim Particeep and update features and information