Average Ratings 8 Ratings
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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.
Description
Reduce the manual effort involved in producing project documentation by utilizing DocBoss automation to define your document list. Eliminate the need for Adobe, Word, or Excel when submitting documents, as DocBoss seamlessly fills in and appends customer-provided cover pages. This platform meticulously tracks every submission, return, and document status, enabling you to generate comprehensive reports and potentially accelerate your customer interactions. Conclude your project efficiently by creating final databooks and releasing any holdbacks! Each engineering firm has distinct submission protocols—ranging from document codes and statuses to coversheets, transmittals, file naming conventions, numbering, headers, footers, and tag lists. At DocBoss, we understand the precise demands of your clients and thrive on meeting those expectations! Effortlessly tailor any project to satisfy even the most particular customer. Furthermore, DocBoss operates as a subscription-based software as a service (SaaS), allowing you to pay on a monthly basis without requiring a hefty upfront investment. This flexibility ensures that you can scale your documentation needs according to your project requirements.
API Access
Has API
API Access
Has API
Integrations
ActiveCampaign
Agile CRM
CenterEdge Advantage
Fintech Sandbox
FreeAgent
FreeAgent CRM
Gusto
HubSpot Customer Platform
Odoo
Paycor
Integrations
ActiveCampaign
Agile CRM
CenterEdge Advantage
Fintech Sandbox
FreeAgent
FreeAgent CRM
Gusto
HubSpot Customer Platform
Odoo
Paycor
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Boss Insights
Founded
2017
Country
Canada
Website
bossinsights.com
Vendor Details
Company Name
Gnaros
Founded
2011
Country
Canada
Website
www.docboss.com
Product Features
API Management
API Design
API Lifecycle Management
Access Control
Analytics
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Integration
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
