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
Ship the integrations that your customers and prospects require now, and watch your revenue soar without compromising your core products. Deliver secure, deep, and powerful integrations with advanced observability features and security for all types of use cases. We never store any of your customer's data. You can also securely store their OAUTH2 access tokens in your AWS Secrets Manager accounts. OAUTH2 authentication keeps your customers' credentials safe while giving them the ability to revoke their access tokens at any time. Use your OAUTH2 client secrets and IDS to take control of branding and security. Your application will have full autonomy over authorization and access tokens. Avoid the headaches of juggling multiple APIs and complex data transforms. Simplify integration with a single API and data model.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
ActiveCampaign
Yes
Copper
Yes
Gusto
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
LinkedIn
Yes
Microsoft Dynamics 365 Business Central
Yes
Paycor
Yes
Pipedrive
Yes
QuickBooks Online
Yes
Integrations
ActiveCampaign
Yes
Copper
Yes
Gusto
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
LinkedIn
Yes
Microsoft Dynamics 365 Business Central
Yes
Paycor
Yes
Pipedrive
Yes
QuickBooks Online
Yes
Pricing Details
Contact us for pricing details
Free Trial
Yes
Free Version
Yes
Pricing Details
$250 per month
Free Trial
No
Free Version
Yes
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
No
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
Unified.to
Founded
2023
Country
Canada
Website
unified.to/
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
Integration
Dashboard
No
ETL - Extract / Transform / Load
No
Metadata Management
No
Multiple Data Sources
No
Web Services
No