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Average Ratings 8 Ratings

Total
ease
features
design
support

Description

The AssetWriter field examination workpaper and report software stands out as the most comprehensive and widely utilized ABL Field Exam Software for conducting ABL due diligence, as evidenced by our impressive roster of clients. With the addition of a currency module, it facilitates international data inputs and produces a unified output in any chosen currency. Users can now take advantage of an advanced graphing feature that seamlessly integrates visual representations into both reports and workpapers. Moreover, it minimizes manual data entry and reduces errors by accepting data feeds from the AssetReader Data Analysis software, solidifying its position as the most integrated ABL package available. The "Template-Based" report configuration empowers users to tailor the design and content to meet the specific requirements of current lenders, while also enabling straightforward updates to older exams by revising the "Templates." This flexibility ensures that the software remains relevant and user-friendly in an ever-evolving financial landscape.

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.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Authorize.Net No 
CenterEdge Advantage No 
Fintech Sandbox No 
FreeAgent No 
FreeAgent CRM No 
Freshsales No 
HubSpot Customer Platform No 
Keap No 
Microsoft Dynamics 365 Business Central No 
NetSuite CRM No 
Paycor No 
QuickBooks Online No 
Reddit No 
Shopify No 
Stripe No 
VK No 
X (Twitter) No 

Integrations

Authorize.Net Yes 
CenterEdge Advantage Yes 
Fintech Sandbox Yes 
FreeAgent Yes 
FreeAgent CRM Yes 
Freshsales Yes 
HubSpot Customer Platform Yes 
Keap Yes 
Microsoft Dynamics 365 Business Central Yes 
NetSuite CRM Yes 
Paycor Yes 
QuickBooks Online Yes 
Reddit Yes 
Shopify Yes 
Stripe Yes 
VK Yes 
X (Twitter) Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Contact us for pricing details
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

FinSoft

Founded

1996

Country

United States

Website

www.finsoft.net

Vendor Details

Company Name

Boss Insights

Founded

2017

Country

Canada

Website

bossinsights.com

Product Features

Commercial Loan

Asset Management No 
Audit Trail Yes 
Complex Debt Structures No 
Dashboard No 
Document Management Yes 
Exposure Management No 
Lead Management No 
Pipeline Management No 
Risk Management No 
Trend Analysis Yes 

Product Features

API Management

API Design Yes 
API Lifecycle Management Yes 
Access Control Yes 
Analytics Yes 
Dashboard Yes 
Developer Portal Yes 
Testing Management Yes 
Threat Protection No 
Traffic Control No 
Version Control No 

Commercial Loan

Asset Management No 
Audit Trail Yes 
Complex Debt Structures Yes 
Dashboard Yes 
Document Management Yes 
Exposure Management No 
Lead Management Yes 
Pipeline Management No 
Risk Management Yes 
Trend Analysis Yes 

Integration

Dashboard Yes 
ETL - Extract / Transform / Load Yes 
Metadata Management No 
Multiple Data Sources Yes 
Web Services No 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

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