Average Ratings 8 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Green Dot is a bank holding company that specializes in financial technology, dedicated to making contemporary banking and money transfer services available to everyone. Utilizing our innovative technology, we facilitate quicker and more efficient electronic transactions and financial management, offering users straightforward and seamless methods to spend, send, manage, and save their funds. Our Banking as a Service (BaaS) platform empowers a range of leading consumer and tech companies in the U.S. and abroad to create and implement their own tailored banking and payment solutions. Established in 1999 and based in Pasadena, CA, Green Dot has successfully served over 33 million customers directly, along with many more through our banking partners, and primarily functions as a "branchless bank." This evolution reflects our commitment to enhancing financial accessibility and innovation in the banking sector.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CenterEdge Advantage
Fintech Sandbox
FreeAgent
Freshsales
Google Analytics
HubSpot CRM
Insightly
Keap
NetSuite CRM
Odoo
PayWhirl
Pipedrive
Recurly
Reddit
Sage Accounting
Stripe
Xero

Integrations

CenterEdge Advantage
Fintech Sandbox
FreeAgent
Freshsales
Google Analytics
HubSpot CRM
Insightly
Keap
NetSuite CRM
Odoo
PayWhirl
Pipedrive
Recurly
Reddit
Sage Accounting
Stripe
Xero

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

Green Dot

Founded

1999

Country

United States

Website

www.greendot.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

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Online Banking

Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring

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