Average Ratings 8 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

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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

Enhance your front end by incorporating a ready-made user interface that allows users to select their desired integration without needing to write any custom code. Once users make their selection, they can seamlessly navigate through a managed OAuth flow for the integration of their choice. Our unified APIs enable you to efficiently read and update your customers' data, streamlining the process. However, it’s important to recognize that developing integrations can demand significantly more engineering time, resources, and ongoing maintenance than one might initially anticipate. When you embark on creating your own integrations, you'll face numerous challenges, including unreliable third-party integration endpoints that may fail or become unresponsive more frequently than expected, as well as the necessity to ensure the monitoring and reliability of the integration code itself. Additionally, you will need to navigate various schemas, unexpected issues, and rate limitations imposed by the different APIs you are working with. All of this must be managed concurrently while you continue to maintain your existing codebase, making the integration process far more complex than it appears at first glance. It’s crucial to weigh the trade-offs before committing to building your own integrations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
Pipedrive
QuickBooks Online
Salesforce
ActiveCampaign
Asana
Authorize.Net
FreeAgent
FreshBooks
NetSuite
NetSuite CRM
Odoo
Reddit
Stripe
VK
Wave Accounting
X (Twitter)
Xero

Integrations

HubSpot CRM
Pipedrive
QuickBooks Online
Salesforce
ActiveCampaign
Asana
Authorize.Net
FreeAgent
FreshBooks
NetSuite
NetSuite CRM
Odoo
Reddit
Stripe
VK
Wave Accounting
X (Twitter)
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

Revert

Website

www.revert.dev/

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

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