Average Ratings 8 Ratings

Total
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design
support

Average Ratings 0 Ratings

Total
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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

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 Traditional technology often treats all businesses uniformly, resulting in outdated, cumbersome interfaces that hinder productivity.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 

Screenshots View All

Screenshots View All

Integrations

Agile CRM Yes 
CenterEdge Advantage Yes 
Chargebee Yes 
Copper Yes 
Fintech Sandbox Yes 
FreeAgent Yes 
FreeAgent CRM Yes 
Freshsales Yes 
Givio No 
Loquat No 
Micronotes No 
Nimble Yes 
Paycor Yes 
Plaid No 
Salesforce Yes 
VK Yes 
X (Twitter) Yes 
Xero Yes 
Zingly No 

Integrations

Agile CRM No 
CenterEdge Advantage No 
Chargebee No 
Copper No 
Fintech Sandbox No 
FreeAgent No 
FreeAgent CRM No 
Freshsales No 
Givio Yes 
Loquat Yes 
Micronotes Yes 
Nimble No 
Paycor No 
Plaid Yes 
Salesforce No 
VK No 
X (Twitter) No 
Xero No 
Zingly Yes 

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 

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