TrustRadius Insights
Boss Insights has been instrumental in helping users solve their key business problems and drive growth. Through their partnership with …
Overview
What is Boss Insights?
Boss Insights provides global access to business customers' financial data. They offer a single connection to accounting, commerce, payroll, and tax (i.e. Quickbooks, Stripe, SalesForce, etc.). It's used by fintechs, private lenders and traditional lenders to, according to the vendor,…
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What is Boss Insights?
Boss Insights provides global access to business customers' financial data. They offer a single connection to accounting, commerce, payroll, and tax (i.e. Quickbooks, Stripe, SalesForce, etc.). It's used by fintechs, private lenders and traditional lenders to, according to the vendor, gain 36%…
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://bossinsights.com/pricing
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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- Competitors
- Tech Details
What is Boss Insights?
Boss Insights provides global access to business customers' financial data. They offer a single connection to accounting, commerce, payroll, and tax (i.e. Quickbooks, Stripe, SalesForce, etc.). It's used by fintechs, private lenders and traditional lenders to, according to the vendor, gain 36% faster funding, 5x faster monitoring at 60% cost savings. They offer two main products:
Accounting, banking commerce, payroll, tax data & more (portal or API)
Portals to originate, decision & monitor your business customers' needs
Boss Insights Features
- Supported: Data Management
- Supported: Multiple Data Sources
- Supported: Real-Time Analytics
- Supported: Real-Time Data
Boss Insights Screenshots
Boss Insights Video
Boss Insights Explainer Video
Boss Insights Competitors
Boss Insights Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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- Business Problems Solved
Boss Insights has been instrumental in helping users solve their key business problems and drive growth. Through their partnership with Boss Insights, users have been able to fuel their company's growth and strengthen their relationship with the company. Users like BankersLab have leveraged the data provided by Boss Insights to empower their clients, enabling them to innovate and elevate the expertise of financial professionals. This has been a game-changer for these users, allowing them to stay ahead of the curve in the competitive financial industry.
One of the key use cases of Boss Insights is its ability to provide users with valuable data that enables them to build integrations into other platforms. This seamless integration allows users to streamline their operations, enhance productivity, and optimize their workflows. Additionally, Boss Insights facilitates the sharing and consumption of permission-based data from clients, enabling better collaboration within organizations. By centralizing and organizing client data in one platform, users have greater visibility and control over their data, resulting in improved decision-making processes.
Another significant problem that Boss Insights has successfully addressed is the cumbersome lending application process. Prior to partnering with Boss Insights, customers were required to visit a branch for the majority of the application process. However, thanks to Boss Insights' innovative solution, now 90% of the application process can be completed on the user's own website. This has not only simplified and expedited the lending process but also improved customer experience by providing a more convenient and accessible way to apply for loans.
In summary, Boss Insights has proven to be an invaluable tool for businesses looking to drive growth and improve operational efficiency. It empowers users by providing them with valuable data insights, streamlining integrations with other platforms, facilitating collaboration within organizations, and revolutionizing traditionally complex processes like lending applications. With its user-centric approach and comprehensive solutions, Boss Insights continues to be a trusted partner for businesses striving for success in today's fast-paced digital landscape.