+
+

Related Products

  • SBS Banking Platform
    29 Ratings
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • QUODD
    1 Rating
    Visit Website
  • Sage Intacct
    8,453 Ratings
    Visit Website
  • Martus
    146 Ratings
    Visit Website
  • Fraud.net
    56 Ratings
    Visit Website
  • North One
    5,043 Ratings
    Visit Website
  • MeridianLink Opening
    58 Ratings
    Visit Website

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

Uptiq is an AI-driven platform built specifically for financial services that enables banks, credit unions, fintechs, wealth firms, and non-bank lenders to automate complex workflows, accelerate decision making, and modernize operations by deploying intelligent, outcome-focused AI agents tailored to regulated finance use cases. Its core product, the Uptiq AI Workbench (also branded Qore), lets institutions build, customize, and deploy purpose-built AI agents without coding using low-code/no-code tools, ready-to-use templates, and finance-native skills for lending, compliance, onboarding, underwriting, risk monitoring, and wealth management, all connected through secure integrations with core banking systems, CRMs, and data platforms. These agents automate tasks such as loan origination, document extraction and validation, credit memo generation, digital account opening, business analytics, and customer engagement.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial Institutions | Alternative Lenders | Fintechs

Audience

Fnancial institutions and fintech teams that want to automate lending, banking, and wealth workflows with compliant, domain-specific AI agents that improve efficiency, decision speed, and customer outcomes

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

First 25 Companies Free
Free Version
Free Trial

Pricing

No information available.
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

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

Company Information

Uptiq
Founded: 2022
United States
www.uptiq.ai/

Alternatives

Alternatives

Railz

Railz

Railz.ai
NexJ CRM

NexJ CRM

NexJ Systems Inc.

Categories

Categories

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 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 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

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

Integrations

Basiq
Clear Books
Clio
Exact Online
FreeAgent
FreshBooks
MYOB
MYOB AccountRight
Microsoft Dynamics 365 Business Central
NetSuite
Plaid
QuickBooks Online
QuickBooks Online Advanced
Reckon One
Saasu
Sage Accounting
Sage Intacct
Wave Accounting
Xero
Zoho Books
Claim ForwardAI and update features and information
Claim ForwardAI and update features and information
Claim Uptiq and update features and information
Claim Uptiq and update features and information