Average Ratings 8 Ratings

Total
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design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

The Financial Performance Suite (FPS) offers a comprehensive set of integrated solutions designed to provide your organization with tools for pricing, profitability analysis, forecasting, and CECL compliance, all consolidated in a single platform. As the financial sector continues to evolve within a competitive environment, it is increasingly adopting agile information delivery systems that facilitate greater collaboration among finance, lending, and risk departments. Imagine if your team had the ability to utilize a robust suite of integrated products within a single hosted system to enhance their decision-making processes. With FPS, your essential personnel in lending, finance, accounting, and marketing can now effortlessly access a wealth of valuable resources all in one convenient location, ultimately streamlining operations and fostering strategic growth. This innovative approach not only boosts efficiency but also empowers your institution to stay ahead in the rapidly changing financial landscape.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Agile CRM Yes 
Authorize.Net Yes 
Bitrix24 Yes 
Fintech Sandbox Yes 
HubSpot CRM Yes 
Keap Yes 
Magento Yes 
Maxio Yes 
Odoo Yes 
PayWhirl Yes 
Pipedrive Yes 
QuickBooks Online Yes 
Recurly Yes 
Square Payments Yes 
Wave Accounting Yes 
Xero Yes 
Yodlee Yes 
Zoho Books Yes 

Integrations

Agile CRM No 
Authorize.Net No 
Bitrix24 No 
Fintech Sandbox No 
HubSpot CRM No 
Keap No 
Magento No 
Maxio No 
Odoo No 
PayWhirl No 
Pipedrive No 
QuickBooks Online No 
Recurly No 
Square Payments No 
Wave Accounting No 
Xero No 
Yodlee No 
Zoho Books 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 Yes 
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) 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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Boss Insights

Founded

2017

Country

Canada

Website

bossinsights.com

Vendor Details

Company Name

ProfitStars

Founded

1999

Country

United States

Website

www.profitstars.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

Commercial Loan

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

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