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

Pinwheel is the most trusted payroll connectivity API company. It's used by the largest financial institutions to securely update direct deposit information and access income and employment data. Pinwheel's platform provides a range of products that empower innovators of all sizes to use payroll account connectivity. Direct deposit switching can be a tedious process that involves paper forms and HR teams. Pinwheel's digital drop-in solution makes it simple. You can view a live feed of direct deposit allocations for your customers and be notified when they change. This information can be used to better understand your customers, and to create engaging experiences for them. Access payroll system data to automate income verification and employment verification, improve underwriting models, as well as streamline and automate your business processes. Your customers can pay their loans directly from their paychecks to reduce loss rates and increase serviceability.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign
Agile CRM
Authorize.Net
Fintech Sandbox
HubSpot CRM
Insightly
Maxio
Microsoft Dynamics 365 Business Central
Nimble
PayWhirl
Paycor
Reddit
Shopify
Sila
Square Payments
Stripe
Wave Accounting
Xero
Yodlee

Integrations

ActiveCampaign
Agile CRM
Authorize.Net
Fintech Sandbox
HubSpot CRM
Insightly
Maxio
Microsoft Dynamics 365 Business Central
Nimble
PayWhirl
Paycor
Reddit
Shopify
Sila
Square Payments
Stripe
Wave Accounting
Xero
Yodlee

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

Pinwheel

Country

United States

Website

www.pinwheelapi.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

Payroll

401(k) Tracking
Attendance Management
Benefits Management
Check Printing
Compensation Management
Deductions Management
Direct Deposit
Multi-Country
Multi-State
Reporting/Analytics
Self Service Portal
Tax Compliance
Vacation / Leave Tracking
W-2 and 1099 Preparation
Wage Garnishment

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