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

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning.

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

Developers wanting a streamlined solution that connects and aggregates accounting data

Audience

Finance professionals and FP&A teams

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$5 per month
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial 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:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • It is user friendly and easy to work with it. Also it is an excellent platform when it comes to budgeting and reporting.
  • Cloud-based solution allows the full company to be involved; driver-based logic updates live so when you make a change, it flows through the entire model without causing breakage; seamless integration to Netsuite

Cons

  • It's set up is very strong I haven't experienced any problem while using it
  • Being so full-featured, it is difficult to teach to various members in your organization. I'd also definitely recommend an implementation partner as it's difficult to get your arms around at first.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Workday
Founded: 2005
United States
www.workday.com/en-us/products/adaptive-planning/overview.html

Alternatives

Alternatives

Cash Flow Mapper

Cash Flow Mapper

CashFlowMapper
Vena

Vena

Vena Solutions

Categories

Unified APIs Supported

Categories

Budgeting Features

"What If" Scenarios Supported
Asset Planning Supported
Balance Sheet Supported
Capital Asset Planning Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Supported
Version Control Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Nonprofit Features

Accounting Supported
Committee Management Supported
Donor Management Supported
Dues Management Supported
Event Management Supported
Fundraising Management Supported
Member Database Supported
Membership Management Supported
Social Media Management Supported
Volunteer Management Supported

Sales Forecasting Features

Competitor Analysis Supported
Correlation Analysis Supported
Dashboard Supported
Dynamic Modeling Supported
Exception Reporting Supported
Graphical Data Presentation Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported

Strategic Planning Features

Budgeting & Forecasting Supported
Dashboard Supported
Goal Setting / Tracking Supported
Idea Management Supported
KPIs Supported
Modeling & Simulation Supported
Roadmapping Supported
Scenario Planning Supported
Scorecards Supported

Integrations

Microsoft Dynamics 365 Supported
NetSuite Supported
Sage Intacct Supported
Activate IAM Not Supported
CultureMonkey Not Supported
Data Sentinel Not Supported
Doublefin Not Supported
Harvest Supported
Microsoft 365 Not Supported
Pipefy Not Supported
Projectmates Not Supported
Qooper Not Supported
Reckon One Supported
Rippling Not Supported
Rivery Not Supported
Saasu Supported
Sage Accounting Supported
Stripe Supported
Wave Accounting Supported
Zoho Books Supported

Integrations

Microsoft Dynamics 365 Supported
NetSuite Supported
Sage Intacct Supported
Activate IAM Supported
CultureMonkey Supported
Data Sentinel Supported
Doublefin Supported
Harvest Not Supported
Microsoft 365 Supported
Pipefy Supported
Projectmates Supported
Qooper Supported
Reckon One Not Supported
Rippling Supported
Rivery Supported
Saasu Not Supported
Sage Accounting Not Supported
Stripe Not Supported
Wave Accounting Not Supported
Zoho Books Not Supported
Claim Precise API and update features and information
Claim Precise API and update features and information
Claim Workday Adaptive Planning and update features and information
Claim Workday Adaptive Planning and update features and information