Average Ratings 8 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

Loquat is a fintech innovator enabling banks and credit unions to deliver modern, intelligent business banking experiences to their customers and members. The Loquat platform unifies key capabilities—seamless KYC/KYB, fast digital onboarding, virtual cards, automated lending, and CALM Portal — an integrated portal for fraud detection, compliance monitoring, workflow automation, and advanced analytics. Loquat’s AI-driven architecture is built on each financial institution’s own data, providing tailored, process-specific insights that help executives improve decision-making, optimize operations, and drive both strategic and operational outcomes. Loquat’s products include: 1) Business: Account Opening, Cards & Payments, and Lending solutions that simplify business banking for SMBs and commercial clients 2) Consumer: Account Opening, Cards & Payments, and Lending designed to streamline consumer onboarding and engagement 3) CALM Portal: A comprehensive compliance and analytics portal supporting all Loquat solutions. CALM delivers real-time visibility into business and consumer client activities—spanning account opening, cards, payments, and lending—offering actionable insights across the organization 4) Loquat IQ: A differentiated AI solution built on each financial institution’s unique data, delivering intelligence that enhances performance, compliance, and customer experience With Loquat, financial institutions can modernize digital banking, strengthen compliance, and transform data into strategic advantage.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign Yes 
Agile CRM Yes 
Bitrix24 Yes 
Copper Yes 
FreeAgent Yes 
Freshsales Yes 
Google Analytics Yes 
Gusto Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Keap Yes 
Maxio Yes 
Microsoft Dynamics 365 Business Central Yes 
QuickBooks Online Yes 
Shopify Yes 
X (Twitter) Yes 
Zoho Books Yes 
Zuora Yes 

Integrations

ActiveCampaign No 
Agile CRM No 
Bitrix24 No 
Copper No 
FreeAgent No 
Freshsales No 
Google Analytics No 
Gusto No 
HubSpot CRM No 
HubSpot Customer Platform No 
Keap No 
Maxio No 
Microsoft Dynamics 365 Business Central No 
QuickBooks Online No 
Shopify No 
X (Twitter) No 
Zoho Books No 
Zuora No 

Pricing Details

Contact us for pricing details
Free Trial Yes 
Free Version Yes 

Pricing Details

$50/month/by usage
Our pricing model is aligned on growth and digital adoption. We typically have 3 components to our pricing, including (1) an enterprise integration fee, (2) an annual platform fee, (3) and transaction fees based on usage.

Focus and simplicity. Loquat is purpose-built for regional and community banks and credit unions, with a deep understanding of the regulatory, operational, and user experience challenges you face.
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 Yes 

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Boss Insights

Founded

2017

Country

Canada

Website

bossinsights.com

Vendor Details

Company Name

Loquat Inc

Founded

2018

Country

United States

Website

loquatinc.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

KYC

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application No 

Alternatives

Railz Reviews

Railz

Railz.ai

Alternatives

AOPAY Reviews

AOPAY

AOPAY Technology