Average Ratings 8 Ratings

Total
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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

It's the easiest way to connect your app to banks, payment gateways, or financial data in just minutes. Syncfy provides a variety of high-value, easy-to-implement functions that can be integrated with existing solutions or developed new ones. You can get seamless financial data feeds in a single, simple-to-use JSON format. Link to government institutions to automatically pull up e-invoices issued and received. You can also obtain monthly and year-end fiscal reports. One of our certified providers can create and stamp bulk invoices following all tax authority requirements. Securely and instantly verify your identity and financial credentials. Based on transactional data, offer fraud prevention and detention solutions. You can quickly get a complete picture of the financial status of your applicants and verify their income to make sound lending decisions.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Chargebee Yes 
FreeAgent Yes 
FreeAgent CRM Yes 
HubSpot CRM Yes 
Keap Yes 
Magento Yes 
Maxio Yes 
Nimble Yes 
Odoo Yes 
PayWhirl Yes 
Paycor Yes 
Square Payments Yes 
VK Yes 
X (Twitter) Yes 
Xero Yes 
Yodlee Yes 
Zuora Yes 

Integrations

Chargebee No 
FreeAgent No 
FreeAgent CRM No 
HubSpot CRM No 
Keap No 
Magento No 
Maxio No 
Nimble No 
Odoo No 
PayWhirl No 
Paycor No 
Square Payments No 
VK No 
X (Twitter) No 
Xero No 
Yodlee No 
Zuora No 

Pricing Details

Contact us for pricing details
Free Trial Yes 
Free Version Yes 

Pricing Details

$65 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 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 No 
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

Syncfy

Founded

2016

Country

United States

Website

www.paybook.com/w/en/sync/site/home

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 

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