Offer better services and secure data connections, and enhance your small business client customer journey

Partner with ForwardAI to expand how you interact with and provide services to small businesses. Whether you’re a bank looking for data, a lender that wants to make decisions faster, or a consultant looking to advise clients, we can help.

cash flow lending accounting data partnerships






Drastically upgrade how you onboard small business clients

Wield the power of open finance to access or provide instant, secure insights for small business clients with no need for manual calculations or paperwork. Modernize underwriting workflows, efficiently conduct ongoing financial monitoring, and capture and retain more small business customers.

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.

Improve the small business customer journey
Improve the small business customer journey

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.

  • We integrate with QuickBooks data
  • We integrate with Xero data
  • We integrate with ClearBooks data
  • We integrate with FreeAgent data
  • We integrate with FreshBooks data
  • We integrate with ReckonOne data
  • We integrate with Wave Accounting data
  • We integrate with Microsoft Dynamics 365 data
  • We integrate with Saasu data
  • We integrate with Sage data
  • We integrate with MYOB data
  • We integrate with ZohoBooks data
  • We integrate with Sage Intacct data
  • We integrate with Exact Online data
  • We integrate with Harvest data
  • We integrate with Clio data

Frequently Asked Questions

Generally, our products’ primary use cases involve business banking, commercial lending, and fintechs building solutions for small businesses where a bi-directional data flow may be needed. In reality, ForwardAI’s technology can be used for anyone dealing with small business finances. Examples include companies such as fintechs, fiscal monitoring & analysis, bill payments, account receivables, auditors, other accounting solutions, and more.

As well, we’re always happy to explore partnership opportunities with technology consultants and sales agents looking to provide clients with innovative new technologies.

Talk to our sales team today to find out how ForwardAI can help your business provide better solutions.

Whether you’re using the Precise API or the Access partner portal, a client is asked to share their business information and is prompted to provide direct access to all accounting, banking, payments, and commerce systems. They do this by logging on to their existing accounts. The API will read all synced financial data and prompt the user to connect everything for a complete 360 financial overview. Once the client syncs their accounts, data is instantly available via the Precise API or the Access portal.

Absolutely. ForwardAI can “pull” data from accounting software platforms as well as “push” data to them.

As an example, a financial institution can allow small business clients to share transactional data directly from the bank system to the accounting system, negating the need for time-consuming reconciliation.

Your implementation time will vary depending on your company’s needs, requirements, and in-house resources. Reach out to our sales team to get a more precise timeline.

Many companies don’t have a development team on standby to help implement new technologies. To help support smaller businesses, we have the Access partner portal, which offers ongoing financial monitoring, smooth client onboarding, and absolutely no development needed on your end. Get set up in only one business day by contacting our sales team now.

Ready to get started?

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