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
Transform your approach to commercial banking with flexible and personalized financial solutions. Elevate the success of your commercial clientele by offering customized banking experiences that cater to businesses of all sizes and industries. Each of your commercial account holders presents distinct and often intricate requirements that demand attention. By delivering digital banking solutions tailored to their specific size, sector, and expectations, you can effectively address their challenges and fulfill their needs, positioning yourself as an essential ally to your most valued clients. Collaborating with the right partner can make this achievable. Traditional technology often treats all businesses uniformly, resulting in outdated, cumbersome interfaces that hinder productivity. The complexities of cash management for larger commercial clients can be daunting, especially when legacy systems introduce additional hurdles with inflexible workflows and impractical features that overlook user experience. Our innovative commercial banking platform revolutionizes this landscape by offering a powerful, sophisticated, yet user-friendly solution designed to accommodate every individual and task, regardless of how unique or complicated they may be. Embrace this change and redefine the banking experience for your clients.
API Access
Has API
Yes
API Access
Has API
No
Integrations
ActiveCampaign
Yes
Agile CRM
Yes
Chargebee
Yes
Extole
No
FreeAgent
Yes
Geezeo
No
Google Analytics
Yes
LinkedIn
Yes
Micronotes
No
Microsoft Dynamics 365 Business Central
Yes
Integrations
ActiveCampaign
No
Agile CRM
No
Chargebee
No
Extole
Yes
FreeAgent
No
Geezeo
Yes
Google Analytics
No
LinkedIn
No
Micronotes
Yes
Microsoft Dynamics 365 Business Central
No
Pricing Details
Contact us for pricing details
Free Trial
Yes
Free Version
Yes
Pricing Details
$1 per month
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
No
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
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Boss Insights
Founded
2017
Country
Canada
Website
bossinsights.com
Vendor Details
Company Name
Q2 Software
Founded
2004
Country
United States
Website
www.q2.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
Yes
Corporate Banking
Yes
Credit Card Management
No
Credit Union
Yes
Investment Banking
No
Multi-Branch
No
Online Banking
Yes
Private Banking
No
Retail Banking
Yes
Risk Management
No
Securities Management
No
Transaction Monitoring
No