Access, monitor, and manage business accounting data

Cash flow is the most critical component of a business’s financial health. We make gaining financial insight and control easy with a full suite of accounting data solutions for banks, lenders, fintechs, accountants, and small businesses.

Trusted by

  • C2FO
  • Core Vision Strategies
  • Fifo Capital
  • Double Down
  • Fintech Automation
  • Fundkite
  • Swoop Funding
  • Loan Frame
  • Uplinq
Integrate with all leading accounting platforms with the Precise API

Integrate with all leading accounting platforms with the Precise API

Make onboarding simple and secure for business clients with the Precise API. Ideal for enterprise clients such as Financial Institutions, Alternative Lenders, and Fintechs, it is a streamlined solution that connects and aggregates small business accounting data. With features like pre-built cash flow forecasting tools, the Precise API makes it simple to retain small business clients.

Forwardly: A one-stop shop for small business cash flow management

Forwardly helps accountants and small business owners access rolling cash flow forecasts and powerful scenario planning tools that connect directly with existing accounting platforms. Our custom scenario creation tools allow users to build in-depth forecasts in only minutes.

A one-stop shop for small business cash flow management

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