Boss Insights vs. ForwardAI Comparison


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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 Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually).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 ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Fintechs and Financial Institutions (Banks, Brokers, Credit Unions)	Audience Financial Institutions \| Alternative Lenders \| Fintechs
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing Contact us for pricing details Free Version Supported Free Trial Supported	Pricing First 25 Companies Free ForwardAI’s pricing model is based on the number of connected companies per month. We define “Connected Company” as any Company that has been invited to share data with ForwardAI. Free Version Supported Free Trial Supported
Reviews/Ratings Overall 4.9 / 5 ease 4.7 / 5 features 4.7 / 5 design 4.7 / 5 support 5.0 / 5 Read all reviews	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: Review this Software
Pros & Cons from Real Users Pros Boss Insights’ universal API allows financial institutions and SMBs to benefit from deep insights into the business’s financial data. The single API speeds the lending process up considerably, and the ability to monitor the business’s financial performance on an ongoing basis helps FIs to be a better partner to SMB clients. As a business modelling tool, we offer insights to businesses on their financials. Boss Insights got us up and running quickly and gave us access to accounting data and insights. With Boss Insights, our fintech bank has the data and insights required to serve the small business market more effectively. The Boss platform is user friendly and our team is able to easily navigate real-time accounting info for our portfolio prospects. It is easy for customers to click and connect and everything is branded with our company name to avoid confusion with potential customers. We've been able to delight our SMBs with a white-labeled platform to apply onsite. Cons Nothing! Everything has been good with Boss Insights. As we grow, we'll go back to request more data and insights. The only con that I can come up with, is that for our purpose it took time to build a front end user experience. There have been some instances where a potential company did not have their accounting data readily available format for Boss, and as a result we cannot use Boss 100% of the time (for example, consolidation is done in excel, desktop accounting systems are used etc.) No cons. Everything works as described.
Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Boss Insights Founded: 2017 Canada bossinsights.com	Company Information ForwardAI Founded: 2022 Delaware \| Vancouver \| Toronto \| Chandigarh www.forwardai.com
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Categories API Management Supported Commercial Loan Supported Data as a Service (DaaS) Supported Digital Banking Platforms Supported Embedded Finance Supported Financial Data APIs Supported Integration Supported Payment Processing Supported Unified APIs Supported	Categories Banking Supported Financial Data APIs Supported Financial Reporting Supported Financial Risk Management Supported White Label Banking Supported
Show More Features API Management Features Access Control Supported Analytics Supported API Design Supported API Lifecycle Management Supported Dashboard Supported Developer Portal Supported Testing Management Supported Threat Protection Not Supported Traffic Control Not Supported Version Control Not Supported Commercial Loan Features Asset Management Not Supported Audit Trail Supported Complex Debt Structures Supported Dashboard Supported Document Management Supported Exposure Management Not Supported Lead Management Supported Pipeline Management Not Supported Risk Management Supported Trend Analysis Supported Integration Features Dashboard Supported ETL - Extract / Transform / Load Supported Metadata Management Not Supported Multiple Data Sources Supported Web Services Not Supported	Show More Features Banking Features ATM Management Not Supported Compliance Tracking Not Supported Corporate Banking Not Supported Credit Card Management Not Supported Credit Union Not Supported Investment Banking Not Supported Multi-Branch Not Supported Online Banking Not Supported Private Banking Not Supported Retail Banking Not Supported Risk Management Supported Securities Management Not Supported Transaction Monitoring Supported Financial Reporting Features "What If" Scenarios Not Supported Audit Trail Not Supported Balance Sheet Supported Cash Management Not Supported Consolidation / Roll-Up Not Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Not Supported Multi-Department / Project Not Supported Profit / Loss Statement Supported Financial Risk Management Features Compliance Management Supported Credit Risk Management Supported For Hedge Funds Not Supported Liquidity Analysis Supported Loan Portfolio Management Not Supported Market Risk Management Not Supported Operational Risk Management Supported Portfolio Management Not Supported Portfolio Modeling Not Supported Risk Analytics Benchmarks Not Supported Stress Tests Supported Value At Risk Calculation Not Supported
Integrations FreeAgent Supported Microsoft Dynamics 365 Business Central Supported NetSuite Supported QuickBooks Online Supported Sage Accounting Supported Wave Accounting Supported Xero Supported Zoho Books Supported ActiveCampaign Supported Authorize.Net Supported Clear Books Not Supported LinkedIn Supported Magento Supported Maxio Supported Odoo Supported Paycor Supported Pipedrive Supported Sage 50 Not Supported Sage Intacct Not Supported Show More Integrations View All 47 Integrations	Integrations FreeAgent Supported Microsoft Dynamics 365 Business Central Supported NetSuite Supported QuickBooks Online Supported Sage Accounting Supported Wave Accounting Supported Xero Supported Zoho Books Supported ActiveCampaign Not Supported Authorize.Net Not Supported Clear Books Supported LinkedIn Not Supported Magento Not Supported Maxio Not Supported Odoo Not Supported Paycor Not Supported Pipedrive Not Supported Sage 50 Supported Sage Intacct Supported Show More Integrations View All 22 Integrations
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