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ForwardAI

ForwardAI

ForwardAI is a lender-first API for cash flow, accounting, and financial data for improved small business lending.

  • Financial Services
  • 11-50 employees
  • Vancouver, British Columbia
  • 3.4k

ForwardAI is a lender-first single API that delivers financial data for helping banks and fintechs make better decisions for small business lending. They further support small businesses with ForwardAI Predict, a complimentary cash flow app purpose-built for accountants and small business owners. By providing this free app to help businesses see rolling cash flow forecasts, download financial reports, and create custom business pivot scenarios, ForwardAI strives to reinforce growth in small businesses across the world. ForwardAI Predict currently connects with cloud accounting software such as QuickBooks Online and Xero. 

4.2

(161)
45%
36%
13%
4%
2%

SW

Webinar was interesting but maybe too high level. I would have like to dig a little deeper into cash flow forecasting and the use of the tools. Also I would have like to have time for a Q&A sections. Sometimes my best take-ways from these webinars is the answers to other peoples questions.

KL

My CPE addresses. A most important topic. Cash flow. At the end of the day cash is king to a going concern

GG

Forecasting in my prior jobs was relevant to establishing rent levels and grant amounts.

MB

Interesting subject. At a previous job I did cash flow forecasting, however in my current position I do not.

BW

Great but would have liked to see a real example played out (5-10) mins with the product, graphs and exhibits.

MO

Great overview of the funding environment for SME's at this time.

MO

Great overview of the funding environment for SME's at this time.

DL

Good session, not applicable to my job, but informative from an academic standpoint

RN

This was well presented and contained information that was totally new to me. Very useful webinar.

CA

The webinar is fantastic, especially with the presenters were both highly qualified.

JF

Good

CN

Great Webinar!

AS

Flawless!

MB

good!

JB

good webinar

CH

I though overall was a good class, specifically the statistics at the beginning. I do not do forecasting for clients, but do so internally for our org.

MZ

great webinar

SC

Excellent webinar

SB

I work for an engineering company and thought this was going to be about forecasting for your own company, not offering services to clients. I misread but thought the webinar was done well.

MZ

great webinar

MC

Actionable information for any small business that does forecasting.

BK

Informative webinar on forecasting and small business cash flow.

JW

Informative Class

IR

good job

AM

Great presentation.

DL

Great!

FR

Great webinar on using the latest technology for forecasting.

WW

Very informative and relevant. I really liked the presenters.

HN

myCPE has been great

LM

excellent class glad I didn't miss it because I viewed phone

MM

Very good.

JH

Good course

JG

Great and relevant experience

CT

Great!

WJM

Great presentation!

AR

Fantastic course

PC

Could have been less advertising the company and more facts

MG

A well-run webinar with experienced and knowledgeable speakers.

HY

Very informative

PB

Great

KS

Great!

EB

Very informative, thank you!

SL

Excellent

SL

Excellent

JG

Organized and easy to follow.

JG

Organized and easy to follow.

VS

Pick up a few good ideas. Thanks!

MO

Great overview of the funding environment for SME's at this time.

LL

I don’t have clients. Hence, the ‘No’ answers. Thanks.

EP

I can only say that my experience to date has been fantastic

ZO

Good learning experience. Always something to add to the skills.

BE

I am earning CPE - I did enjoy your webinar!

TG

Good

WK

program was great

KM

great

AD

Solid webinar.

LDLC

GREAT

SL

N/A

TD

n/a

TD

n/a

MS

Very interesting

IM

Great and informative webinar.

LS

Informative webinar

AL

Good experience.

RJ

Good

NJ

Excellent

OP

Great

YC

Thanks

YS

Good presentation

DP

well done -professionally

SG

it went great

TS

Good

NB

Good info but we are not offering this service at this time. Will keep in mind for future growth!

LW

The webinar was focused more on a consultant/client view than I was expecting. I was still able to learn things though.

BS

Good

FB

good

WDGI

Something I rarely use. However, did some for Covid funds.

AJ

N/A

AK

It’s useful and informative

EF

Kinda basic but a good review.

MUA

NA

MH

A very good experience well worth the hour investment.

PP

The presentation was good but I don't work in a practice so wasn't as relevant to me as it would be to others. But forecasting and what banks are looking for in terms of ideal clients for loans was useful to me.

AD

Good

TDT

It was a useful webinar!

GG

I thought the entire webinar was well done and for me refreshed my standard knowledge and experience. So in general I did not learn much new. But I was hoping for some content on other cash forecasting situations that were not just providing /manufacturing goods. For example, my most difficult client is an NFP with limited revenue from admissions, the majority from Educational courses it provides and survives because of donations. The management's idea of cash control is keeping it in the bank, not spending on anything, not funding depreciation, assets are aging, technology upgrade is sorely needed. The GM never does a cash flow projection, nor seems to see the need, "because we have plenty of cash in the bank". (read $400K). But the failure rate of their assets is going to hit hard soon if they don't start planning for replacement and then there may be little cash for operations. They just don't seem to understand this reality and their need to know when cash crunches could hit.

LG

Overall experience was good.

DP

This was great information for high level steps to building a forecast and helping clients.

MT

This was a good webinar.

TF

Well presented material, but I was hoping for more focus on the forecasting function.

JR

This was a good webinar because it explained some of the various reasons that my clients may need to utilize a cash flow forecasting model.

TC

Great presentation

BS

An ok course. It didn't really go indepth but for an hour course it was ok.

BP

content was not that relevant to me, or my job responsibilities, but I found it interesting. It was very well presented. I thought there would be more info on how to construct a cash flow analysis. i understand the concept and have applied to principles with myself and other clients but would love to see if there any factors in this unstable inCOVID environment that need to be considered.

SS

This is geared toward those owning their own practices.

VM

Great info

AL

The webinar was very informative and the presenters did a great job explaining the material

GD

very good

GB

Great

MM

Very good.

SS

good overview.

JD

Although informative, I felt this was more of a sales pitch for the software

JP

Good.

RB

Speaker was a little weak

BB

I thought it was organized, informative and extremely relevant in the current economic environment.

RC

good course

BM

na

DB

The webinar started promptly and was very professional.

DG

Very good

MA

Good class!

EP

Fantastic

MB

Excellent work

PL

Positive

KK

It was probably a good webinar for most participants, but the topics will not have wide application to my CPA clients.

JI

Informative

AB

Good information and content, good presenters.

DCI

The Webinar was good

SB

Thank you.

LM

Good overall info on forecasting

LM

Good overall info on forecasting

DK

I could get some knowledge about loan application

BM

good information

BV

Wen overtime, need to stay with time allotted

CC

Good course.

BC

I USE CASH FLOW PLANNING SOME

TA

Good

MP

Thanks very informative

MP

Thanks very informative

AG

Interesting topic

CD

Good.

JJ

not at this time

AS

ok

MC

I enjoyed the presentation.

DM

Wasn't really relevant to my position but might be interesting & useful to others.

WF

I thought it was more cash forecasting techniques

RL

I thought this would be more about how to forecast and report and less about types of financing and advising my client on types of financing.

YT

It was a informative presentation.

KG

Good overview of subject matter.

JV

The program was very basic related to my experience level

BF

This really didn't apply to me, I wasn't aware of the topic when I registered, but sat through it to try to learn something.

CB

Good cash flow presentation

KL

I wish I had some actual process rather than theory presentation.

DT

well presented and timely topic

JK

-

JL

Very relevant topic for this day and age. Thanks for making it available

CV

good overview

WT

Expect more of a sales pitch than education.

TM

Turned out not to be relevant for me.

PH

good webinar

BP

it was very informative and i will use some of the info i learned in my own business. However, i have no interest to provide this service to my clients.

CF

Presentation was a little dry/dull

SL

I would have like to see a concrete example on how to build a cash flow forecast and how to analyse it.

CL

Could not understand Nick. I am an accountant for a small company and was hoping to learn more on how to forecast rather than the software aspect.

MS

I could not see any slide, the screen flickered, and sound quality was not good. From the beginning, the warning was to keep in mind that this webinar is home based, but so are most webinars, amid Covid-19, although, I've never experienced any issues. This was a bad sound and video equipment and poor set up issue.

NH

Male presenter was extremely dry and monotoned. Lost interest in what he was saying after a few minutes based on his presentation skills.

KC

Just a sales pitch for their product

BW

The course brought general ideas about cash flow, but didn't provide tangible examples.

MS

The webinar was blacked out making it hard to stay focused on the presenter.

TL

I found this course to be very boring . It was as if the Instructor was reading an essay. I was expectiong more than statistics. The information that was presented was not relevent to technique of cash forecastining. The second half was just as bad ats the first half.

JT

No offense to the presenters, but this was a waste of time. There was no practical or actionable content.

MB

Waste of time

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Cash Flow Forecasting, Funding and Flourishing Small Business Clients

Cash Flow Forecasting, Funding and Flourishing Small Business Clients

  • Oct 27, 202101:00 PM EDT
  • CPA/ABV
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Cash Flow Forecasting, Funding and Flourishing Small Business Clients

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Cash Flow Forecasting, Funding and Flourishing Small Business Clients

Cash Flow Forecasting, Funding and Flourishing Small Business Clients

  • Sep 22, 01:00 PM EDT
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Cash Flow Forecasting, Funding and Flourishing Small Business Clients

Cash Flow Forecasting, Funding and Flourishing Small Business Clients

  • Sep 08, 01:00 PM EDT
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Cash Flow Forecasting, Funding and Flourishing Small Business Clients

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  • Aug 25, 01:00 PM EDT
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  • Aug 11, 01:00 PM EDT
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  • Jul 14, 01:00 PM EDT
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  • CPA (CA)
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  • CPA (US)
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