Average Ratings 8 Ratings
Average Ratings 0 Ratings
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.
Description
Break free from monotonous forms and unproductive discussions by accessing information efficiently while engaging with several lenders simultaneously. Our team of specialists is dedicated to helping you sidestep common traps in the credit process and equip you for every encounter with prospective lenders. By utilizing our services, you can connect with financial institutions in significantly less time than traditional methods, allowing you to focus more on expanding your business. After you complete your profile, you will be matched with leading banks that suit your requirements within just two business days. Additionally, our experts will support you at every phase of the journey, from evaluating different offers to choosing the most suitable lender. We are here to address all your inquiries and prepare you thoroughly for each interaction with potential lenders, ensuring that you are ready for your initial meetings and confident in selecting the best financial partner for your needs. Ultimately, our goal is to streamline your financing experience and empower you to make informed decisions for your business growth.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Agile CRM
Yes
Bitrix24
Yes
CenterEdge Advantage
Yes
Chargebee
Yes
Fintech Sandbox
Yes
FreeAgent
Yes
FreeAgent CRM
Yes
Freshsales
Yes
Google Analytics
Yes
Gusto
Yes
Integrations
Agile CRM
No
Bitrix24
No
CenterEdge Advantage
No
Chargebee
No
Fintech Sandbox
No
FreeAgent
No
FreeAgent CRM
No
Freshsales
No
Google Analytics
No
Gusto
No
Pricing Details
Contact us for pricing details
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
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)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Boss Insights
Founded
2017
Country
Canada
Website
bossinsights.com
Vendor Details
Company Name
Foro
Founded
2021
Country
United States
Website
foro.io
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
Product Features
Commercial Loan
Asset Management
No
Audit Trail
No
Complex Debt Structures
No
Dashboard
No
Document Management
No
Exposure Management
No
Lead Management
No
Pipeline Management
No
Risk Management
No
Trend Analysis
No