Average Ratings 8 Ratings

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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

Unify your API interactions using our standardized data models. This approach not only simplifies your development workflow but also removes the hassle of dealing with various incompatible APIs. Access real-time data from APIs precisely when it’s needed, or utilize StackOne's continuous batch synchronization to handle the complexities for you. You can manage comprehensive information regarding employees, their employment status, or payroll details, and initiate actions related to new hires or promotions, independent of the HR software utilized by your clients. Monitor new candidate applications as they happen, and manage extensive data about candidates, their interview processes, and job offers, regardless of the applicant tracking system your customers use. Furthermore, synchronize your clients' contacts, accounts, and opportunities seamlessly with your SaaS solution, no matter which CRM they prefer, or initiate actions whenever there are changes in deal stages. This comprehensive suite of features enhances operational efficiency and improves data management across various platforms.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gusto
ActiveCampaign
Agile CRM
Envestnet | Yodlee
FreeAgent
Freshteam
HubSpot CRM
Keap
LinkedIn
Namely
PayWhirl
Paycor
Pipedrive
QuickBooks Online
Sage Accounting
Square Payments
Stripe
VK
Wave Accounting
Zoho People

Integrations

Gusto
ActiveCampaign
Agile CRM
Envestnet | Yodlee
FreeAgent
Freshteam
HubSpot CRM
Keap
LinkedIn
Namely
PayWhirl
Paycor
Pipedrive
QuickBooks Online
Sage Accounting
Square Payments
Stripe
VK
Wave Accounting
Zoho People

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

StackOne

Website

www.stackone.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

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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