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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 Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually).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

Standardize API interactions with our unified data models. Streamline your development process and eliminate the need to manage heterogeneous APIs. Fetch data directly from APIs in real-time when needed, or leverage StackOne's continuous batch sync which does the heavy lifting for you. Read or write in-depth data about employees, employment, or even payroll, and trigger actions on new hires or promotions, regardless of your customers' HR software. Detect new candidate applications in real time. Read or write detailed data about candidates, interview history, and offers, regardless of your customers' ATS. Synchronize your customers' contacts, accounts, or even opportunities with your SaaS product regardless of the CRM they use, or trigger actions on deal stage changes.

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

Developers looking for an unified API solution for HRIS, ATS and CRM

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

Contact us for pricing details
Free Version
Free Trial

Pricing

No information available.
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:

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Boss Insights
Founded: 2017
Canada
bossinsights.com

Company Information

StackOne
www.stackone.com

Alternatives

Alternatives

Railz

Railz

Railz.ai

Categories

Categories

Integration Features

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

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

Integrations

Gusto
Agile CRM
Deel
Fintech Sandbox
FreeAgent
Freshsales
HiBob
HubSpot Customer Platform
Keap
Magento
NetSuite
Pipedrive
Reddit
Salesforce
Shopify
VK
Wave Accounting
Xero

Integrations

Gusto
Agile CRM
Deel
Fintech Sandbox
FreeAgent
Freshsales
HiBob
HubSpot Customer Platform
Keap
Magento
NetSuite
Pipedrive
Reddit
Salesforce
Shopify
VK
Wave Accounting
Xero
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