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 Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually).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

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Contact us for pricing details
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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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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

StackOne
www.stackone.com

Alternatives

Alternatives

Railz

Railz

Railz.ai

Categories

Categories

Integration Supported
Unified APIs Supported

Integration Features

Dashboard Supported
ETL - Extract / Transform / Load Supported
Metadata Management Not Supported
Multiple Data Sources Supported
Web Services Not Supported

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

Integrations

Gusto Supported
ActiveCampaign Supported
Authorize.Net Supported
CenterEdge Advantage Supported
Chargebee Supported
Disco.dev Not Supported
FreeAgent CRM Supported
Freshsales Supported
HiBob Not Supported
HubSpot CRM Supported
Humaans Not Supported
Maxio Supported
Namely Not Supported
PayWhirl Supported
Salesforce Supported
Shopify Supported
VK Supported
Wave Accounting Supported
Zoho Books Supported

Integrations

Gusto Supported
ActiveCampaign Not Supported
Authorize.Net Not Supported
CenterEdge Advantage Not Supported
Chargebee Not Supported
Disco.dev Supported
FreeAgent CRM Not Supported
Freshsales Not Supported
HiBob Supported
HubSpot CRM Not Supported
Humaans Supported
Maxio Not Supported
Namely Supported
PayWhirl Not Supported
Salesforce Not Supported
Shopify Not Supported
VK Not Supported
Wave Accounting Not Supported
Zoho Books Not Supported
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