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Average Ratings 8 Ratings

Total
ease
features
design
support

Description

BOSS® (Business Operating System Software®) allows organizations to systematically organize their operational data. Often, businesses possess an abundance of data but lack the means for effective analysis. Failing to utilize available data makes it challenging to devise solutions and realize a company’s complete capabilities. BOSS® offers a structured approach to data, facilitating problem-solving and decision-making through intuitive formats. By implementing BOSS, companies can better connect customer expectations with essential processes, resulting in significant enhancements. Additionally, it monitors metrics ranging from compliance to customer satisfaction, which fosters ongoing improvement. Ultimately, BOSS not only enhances customer satisfaction but also propels business excellence and supports a culture of continuous advancement. With its comprehensive capabilities, BOSS® empowers organizations to thrive in a competitive landscape.

Description

Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, banking, commerce, payroll, tax and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs and neobanks to gain 60% increased automation, 100% automated scoring, 51% faster funding and 5x faster renewals.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Agile CRM No 
CenterEdge Advantage No 
Copper No 
Fintech Sandbox No 
FreeAgent CRM No 
Google Analytics No 
HubSpot CRM No 
HubSpot Customer Platform No 
Keap No 
Magento No 
Maxio No 
NetSuite No 
QuickBooks Online No 
Sage Accounting No 
Salesforce No 
Stripe No 
VK No 
X (Twitter) No 

Integrations

Agile CRM Yes 
CenterEdge Advantage Yes 
Copper Yes 
Fintech Sandbox Yes 
FreeAgent CRM Yes 
Google Analytics Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Keap Yes 
Magento Yes 
Maxio Yes 
NetSuite Yes 
QuickBooks Online Yes 
Sage Accounting Yes 
Salesforce Yes 
Stripe Yes 
VK Yes 
X (Twitter) Yes 

Pricing Details

$8000.00
Free Trial No 
Free Version No 

Pricing Details

Contact us for pricing details
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Omnex Systems

Founded

1986

Country

United States

Website

www.omnexsystems.com

Vendor Details

Company Name

Boss Insights

Founded

2017

Country

Canada

Website

bossinsights.com

Product Features

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis No 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Product Features

API Management

API Design Yes 
API Lifecycle Management Yes 
Access Control Yes 
Analytics Yes 
Dashboard Yes 
Developer Portal Yes 
Testing Management Yes 
Threat Protection No 
Traffic Control No 
Version Control No 

Commercial Loan

Asset Management No 
Audit Trail Yes 
Complex Debt Structures Yes 
Dashboard Yes 
Document Management Yes 
Exposure Management No 
Lead Management Yes 
Pipeline Management No 
Risk Management Yes 
Trend Analysis Yes 

Integration

Dashboard Yes 
ETL - Extract / Transform / Load Yes 
Metadata Management No 
Multiple Data Sources Yes 
Web Services No 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

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