Precise API
0
0
The Precise API is a streamlined solution that connects and aggregates business accounting data for enterprise users, including financial institutions, lenders, and fintechs. Offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. With features like pre-built cash flow forecasting tools, the Precise API makes it simple to retain small business clients.
Predict as a Service is a powerful add-on available for the Precise API. Support business clients with a premium white-label cash flow forecasting and scenario planning portal and retain ongoing accounting data access for additional engagement.
Ask anything of Precise API with Workflos AI Assistant
https://www.forwardai.com/
Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
I have extensive knowledge of our software products and am committed to
providing excellent customer service.
What are the pros and cons of the current application?
How are users evaluating the current application?
How secure is the current application?
Sign up for free
Precise API Plan
Free/Startup
Free
Up to 25 companies for life with limited access for large-scale development and small business and startup support
API sandbox access
Production environment
Automated and on-demand syncing
Ongoing financial monitoring
Accounting and banking data ratios
Raw financial data
Financial reporting
Forecasted accounting data
Push functionality
Pull functionality
White-label SMB onboarding portal - Connect
White-label partner portal - Access
Unlimited user accounts (for Access)
Email support
Employee training - Digital Tutorials
Monthly
Pay As You Go
Per Month
Pay as you go, per company per month. Get started right away with unlimited connections for your small business client accounting data.
API sandbox access
Production environment
Automated and on-demand syncing
Ongoing financial monitoring
Accounting and banking data ratios
Raw financial data
Financial reporting
Forecasted accounting data
Push functionality
Pull functionality
White-label SMB onboarding portal - Connect
White-label partner portal - Access
White-label SMB facing - Predict as a Service
Unlimited user accounts (for Access)
Local data residency
Email support
Premium integration support - Limited
Employee training - Digital Tutorials
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
