OpenIntegrations
Explore
Suggest a provider
API
Sign in
Edit PreciseFP
Fix links, add an OpenAPI spec or an SDK, correct the auth types. An admin reviews and merges.
Name
Domain
Headline
Description
PreciseFP provides RESTful APIs (V3) for programmatic access to client profiles, forms, submissions and workflow actions so developers can automate onboarding, export/import client data to CRMs and financial planning systems, and build custom integrations. API access and documentation are available via the Docupace developer portal; developers must request access through PreciseFP support to obtain credentials and authentication guidance.
Logo URL
Where to get credentials
Auth types
oauth2
oauth1
apiKey
basic
none
Categories
Developer Tools
Collaboration & Communication
AI & ML
File Management
Project Management
CRM
Analytics & Data
Entertainment & Media
Productivity
Education & LMS
Design & Creative Tools
Marketing & Social Media
Scheduling & Booking
E-commerce
Finance & Accounting
Security & Compliance
Other
APIs
Add API
rest
graphql
grpc
websocket
other
Remove
rest
graphql
grpc
websocket
other
Remove
Why / sources
Title
Propose changes