ForwardAI Precise is a single API that delivers streamlined financial data access and analysis to help banks and fintechs build improved SME financial tools or make smarter lending decisions.
We provide solutions that streamline the SME client intake process and make it simple for banks, credit unions, alternative lenders, and fintechs to onboard and provide extended financial services to their clients.
This process automates the usual document-gathering and cash flow forecasting process by allowing borrowers to connect directly and securely, without any need for PDF collection or manual parsing. The information is normalized by our API for ease of use by developers.
While the core API is a fully supported release, there is also PreciseMatch, a revolutionary transaction data validation feature in development that is currently offered to limited clients as a beta feature.
We fully integrate with QuickBooks, Xero, FreshBooks, and Sage, and are constantly adding and developing new integrations.
lending, small business, banking