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Banks / Lenders / Fintechs
A premium API for accounting and business data.
A white-label partner portal that connects users with deep insights from accounting and business data.
A premium cash flow forecasting and planning tool for financial institutions or fintechs that want to offer better services to business clients.
Accountants / SMBs
A free cash flow forecasting portal for small business accountants and owners
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Small Business Owners
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Find answers to your ForwardAI Predict questions here
Add a Business
Is data syncing one way or both
Why I am unable to add a team member?
How often the data syncs with Predict account?
How can I update my Predict account from the accounting software?
How can I disconnect from the accounting software?
QuickBooks Online (QBO)
The Graph & The Reports
The Cash Flow Graph
Download Cash Flow to Excel
Add New Transaction
Exclude a Transaction
View Excluded Transactions
Include-a-Single Transaction in Cash Flow Forecast
Excluding a Chart of Account from Forecasting
Outstanding Invoices Bills
Cash Flow in Tabular View
Cash Flow Detailed Tabular View
Features in Cash Flow Tabular View
Projections & Scenarios
Add a Projection
Plan a Scenario
How can I add the excluded transactions to cash flow forecasting?
Can I reset a projection or scenario just added?
Can I hide a contact from projections?
Can I exclude a chart of account from the forecast?
Is it possible to download the cash flow report?
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