Precise API

Precise API

Forwardly
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+

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About

The Precise API offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API supports all leading accounting platforms with real-time push and pull functionality and is ideal for financial institutions, lenders, and fintechs that work with small and medium-sized businesses. A powerful add-on for the Precise API, Predict as a Service supports your business clients with a premium, white-label cash flow forecasting and scenario planning portal. Keep eyes on your products with a cash flow solution that will give your clients a reason to keep business data connected and engage with your brand for their financial needs.

About

Create efficiency in your practice and grow your advisory services with automated and white-labeled financial reporting, cash flow forecasting, analytics, KPIs, budgeting, consolidations and more. Whether your clients’ data is on Xero, QuickBooks Online, or other cloud accounting platforms, ProfitSee can help you gain real-time insights that make a difference. Our tools have an automated nightly sync, which means the data you’re using will be real-time, all the time. Whenever you schedule reports, set KPI alerts, or provide access to the online client dashboard, the most recent and relevant data will be included, helping you manage clients’ cash flow, beat your clients to the phone, and proactively create future opportunities. Go beyond simple “percentage increase or decrease forecasts” that miss the mark. ProfitSee automatically generates forecasts based on historical performance and upcoming business strategies in the same ways as global accounting firms and Fortune 100s.

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

Developers wanting a streamlined solution that connects and aggregates accounting data

Audience

Businesses searching for a solution to improve their services and increase sales

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

$5 per month
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

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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

Forwardly
Founded: 2022
United States
www.forwardai.com/precise

Company Information

ProfitSee
United States
www.myprofitsee.com/en/index.html

Alternatives

Alternatives

PackHedge™

PackHedge™

FinLab Solutions SA

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

Integrations

QuickBooks Online
Xero
Basiq
Clio
Clover
Exact Online
MYOB AccountRight
MYOB Acumatica
Microsoft Dynamics 365
NetSuite
PayPal
Plaid
QuickBooks Desktop Pro
QuickBooks Online Advanced
Sage Accounting
Sage Intacct
Shopify
Tally Shoper 9
Wave Accounting
Zoho Books

Integrations

QuickBooks Online
Xero
Basiq
Clio
Clover
Exact Online
MYOB AccountRight
MYOB Acumatica
Microsoft Dynamics 365
NetSuite
PayPal
Plaid
QuickBooks Desktop Pro
QuickBooks Online Advanced
Sage Accounting
Sage Intacct
Shopify
Tally Shoper 9
Wave Accounting
Zoho Books
Claim Precise API and update features and information
Claim Precise API and update features and information
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Claim ProfitSee and update features and information