Monitor finances, validate data, and identify healthy small businesses instantly all in one portal
Intake data from accounting, banking, commerce, and payments software platforms and see high-level overviews and in-depth reports for each small business client.
Monitor client’s business performance and stay on top of their financial health in real-time
Keep an eye on small business clients with ongoing financial monitoring. Access, assess, and advise clients as much or as little as needed. Proactively alert clients to upcoming issues and be ready with personalized offers tailored to their immediate financial situation.
Reduce manual evaluation by automatically validating small business financial records
Automatically map transactions between banks and accounting software to identify and highlight suspicious activity. Evaluate highlighted transactions for potential fraud or create system event thresholds to automatically deny high-risk borrowers. Cut the paperwork and start modernizing your workflow.
Lend faster with pre-qualifying limits based on custom underwriting criteria
Only lend to clients with six months of cash on hand and a DSCR of 2? Make it happen with ForwardAI. Use insights like short and long-term cash flow forecasting, working capital, CEI, and numerous other risk attributes to pre-qualify borrowers instantly.
Improve the small business customer journey
With only three steps, you can access the secure accounting and business data insights you need to make automated lending decisions or quickly review.
Integrate with major small business software platforms in markets worldwide
Looking to expand? We offer real-time access to market-leading small business software, including QuickBooks Online, Oracle Netsuite, Zoho Books, Sage Intacct, and many more. All data is fully normalized and offered in a streamlined format along with our robust AI insights and full push and pull functionality.
