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

We simplify the process of engaging with your business customers' financial information. Begin deploying tools designed to assess credit risk, automate financial accounting, and conduct thorough analytics. Ensure seamless reconciliation and keep your business customers' payables and receivables data in sync. With automated accounting reconciliation, you can also dynamically adjust credit limits by having read and write access to both accounting and payment data. Enhance your credit underwriting processes by utilizing precise and consistent data. Gain visibility into all customers and vendors, along with their respective invoices, bills, and payments, across any accounting system. Our priority is to uphold the highest standards of privacy, security, and compliance to protect both your and your customers’ sensitive information, ensuring a trustworthy environment for all financial transactions. Ultimately, our goal is to empower your business with tools that foster growth and efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Business Central
NetSuite
Odoo
QuickBooks Online
Sage Accounting
Wave Accounting
Xero
Zoho Books
ActiveCampaign
Freshsales
HubSpot CRM
HubSpot Customer Platform
Magento
NetSuite CRM
Paycor
Salesforce
Square Payments
Yodlee

Integrations

Microsoft Dynamics 365 Business Central
NetSuite
Odoo
QuickBooks Online
Sage Accounting
Wave Accounting
Xero
Zoho Books
ActiveCampaign
Freshsales
HubSpot CRM
HubSpot Customer Platform
Magento
NetSuite CRM
Paycor
Salesforce
Square Payments
Yodlee

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$5 per month
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

Integration Labs

Founded

2022

Country

India

Website

www.integrationlabs.co

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

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