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About

Boss Insights’ platform digitizes lending to grow relationships between banks and their business clients. Thanks to Amazon style advancement, there is a growing divide between lenders’ service and businesses’ expectations. Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually). Boss Insights’ API hub empowers lenders to bridge the divide. APIs are the most efficient way to digitize existing processes enabling accelerated service and a complete view in real time. The platform is used to accelerate SBA, SMB and Commercial Lending from months to minutes. It also supports cross-selling products empowering banks and credit unions to proactively serve customers.

About

We make interacting with your business customers' financial data easy. Start shipping tools to underwrite credit risk, automate accounting, and perform analytics. Provide automated reconciliation and synchronize your business customers' payables and receivables data. Automate accounting reconciliation and dynamically increase credit limits with read and write access to accounting and payments data. Streamline your credit underwriting processes with access to accurate and standardized data. View all customers and vendors, as well as invoices, bills and payments, across any accounting platform. We are committed to maintaining the highest privacy, security and compliance standards for you and your customers’ sensitive information.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Fintechs and Financial Institutions (Banks, Brokers, Credit Unions)

Audience

Companies looking for a platform to automate accounting and perform analytics

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$5 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Boss Insights
Founded: 2017
Canada
bossinsights.com

Company Information

Integration Labs
Founded: 2022
India
www.integrationlabs.co

Alternatives

Alternatives

Railz

Railz

Railz.ai

Categories

Categories

API Management Features

Access Control
Analytics
API Design
API Lifecycle Management
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Integration Features

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

Integrations

Microsoft Dynamics 365 Business Central
NetSuite
Odoo
QuickBooks Online
Sage Accounting
Wave Accounting
Xero
Zoho Books
ActiveCampaign
Authorize.Net
Copper
FreeAgent
Freshsales
Gusto
Insightly
Keap
PayWhirl
Square Payments
Yodlee

Integrations

Microsoft Dynamics 365 Business Central
NetSuite
Odoo
QuickBooks Online
Sage Accounting
Wave Accounting
Xero
Zoho Books
ActiveCampaign
Authorize.Net
Copper
FreeAgent
Freshsales
Gusto
Insightly
Keap
PayWhirl
Square Payments
Yodlee
Claim Boss Insights and update features and information
Claim Boss Insights and update features and information
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Claim Integration Labs and update features and information