Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 8 Ratings

Total
ease
features
design
support

Description

Integrate your application seamlessly with your users’ financial information using a secure and straightforward Open Banking API. Create innovative and captivating products that will delight your users. Their financial data is available in various formats from numerous sources, and we facilitate access to over 90% of personal and business bank accounts across Latin America, including connections to tax agencies and gig economy platforms. With our Connect Widget, you can embed this feature into your product within minutes, allowing you to save valuable development time and concentrate on what truly matters. Our platform is designed with top-tier security measures and is currently in the process of obtaining ISO 27001 certification. Effortlessly connect your users’ financial accounts and enhance their data in just a few simple steps. From lending solutions to smart saving strategies, we’re here to help you develop exactly what your users require. By accessing, aggregating, and analyzing customers’ financial details, such as their income, you can create superior borrowing experiences that meet their needs effectively. Ultimately, our goal is to empower you to deliver exceptional financial solutions.

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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign No 
Agile CRM No 
Chargebee No 
Formalize Yes 
FreeAgent No 
FreeAgent CRM No 
HubSpot CRM No 
Insightly No 
Maxio No 
Microsoft Dynamics 365 Business Central No 
NetSuite CRM No 
PayWhirl No 
Salesforce No 
Shopify No 
Stripe No 
Wave Accounting No 
Zuora No 

Integrations

ActiveCampaign Yes 
Agile CRM Yes 
Chargebee Yes 
Formalize No 
FreeAgent Yes 
FreeAgent CRM Yes 
HubSpot CRM Yes 
Insightly Yes 
Maxio Yes 
Microsoft Dynamics 365 Business Central Yes 
NetSuite CRM Yes 
PayWhirl Yes 
Salesforce Yes 
Shopify Yes 
Stripe Yes 
Wave Accounting Yes 
Zuora 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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 No 
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

Belvo

Founded

2019

Country

Mexico

Website

belvo.com

Vendor Details

Company Name

Boss Insights

Founded

2017

Country

Canada

Website

bossinsights.com

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Online Banking

Brokerage No 
Cash Management No 
Chat / Messaging No 
Credit Card Management No 
Electronic Statements No 
Fraud Detection No 
Loan Management No 
Marketing Automation No 
Retail Banking No 
Single Sign On No 
Transaction Monitoring No 

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 

Alternatives

Alternatives

Railz Reviews

Railz

Railz.ai
Finicity Reviews

Finicity

Mastercard