Average Ratings 8 Ratings

Total
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Average Ratings 0 Ratings

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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

MX empowers financial institutions and fintech companies to leverage their data in a way that allows them to excel in a swiftly changing sector. Our innovative solutions facilitate the rapid and straightforward collection, enhancement, analysis, presentation, and application of financial data for our clients. By placing a user’s data front and center, MX transforms it into clear, unified, and engaging visual representations. Consequently, users become more engaged and involved with your digital banking offerings. The Helios cross-platform framework equips MX clients with the capability to deliver mobile banking services across various platforms and devices, all constructed from a single C++ codebase. This significantly reduces maintenance expenses and fosters a more agile development approach, ultimately enhancing the overall user experience in digital banking. With these advancements, financial institutions can stay ahead of the curve and better meet the demands of their customers.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign Yes 
Agile CRM Yes 
Authorize.Net Yes 
Bitrix24 Yes 
CalendarBudget No 
FPS GOLD Banking Software No 
FreeAgent Yes 
FreeAgent CRM Yes 
LinkedIn Yes 
Maxio Yes 
Monarch Money No 
Odoo Yes 
QuickBooks Online Yes 
Sage Accounting Yes 
Stripe Yes 
Wave Accounting Yes 
X (Twitter) Yes 
Zuora Yes 

Integrations

ActiveCampaign No 
Agile CRM No 
Authorize.Net No 
Bitrix24 No 
CalendarBudget Yes 
FPS GOLD Banking Software Yes 
FreeAgent No 
FreeAgent CRM No 
LinkedIn No 
Maxio No 
Monarch Money Yes 
Odoo No 
QuickBooks Online No 
Sage Accounting No 
Stripe No 
Wave Accounting No 
X (Twitter) No 
Zuora 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 Yes 
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

MX Technologies

Founded

2010

Country

United States

Website

www.mx.com

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

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 

Big Data

Collaboration No 
Data Blends Yes 
Data Cleansing No 
Data Mining Yes 
Data Visualization Yes 
Data Warehousing Yes 
High Volume Processing No 
No-Code Sandbox No 
Predictive Analytics Yes 
Templates No 

Data Analysis

Data Discovery Yes 
Data Visualization Yes 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis Yes 
Statistical Modeling Yes 
Text Analytics No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

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