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What is Boss Insights?

Boss Insights offers an unparalleled gateway to the financial data of business clients through a single interface that integrates various services, including accounting, banking, commerce, payroll, and taxation (such as Quickbooks, Stripe, and SalesForce). This innovative solution is utilized by fintech companies and neobanks to achieve remarkable improvements, including a 60% boost in automation, fully automated scoring, a 51% acceleration in funding processes, and a fivefold increase in the speed of renewals. The efficiency gained through this integration not only streamlines operations but also enhances decision-making capabilities for financial institutions.

What is BOSS?

BOSS®, which stands for Business Operating System Software®, enables organizations to systematically organize their operational data. While many companies possess an abundance of data, they often struggle with effective analysis. Without accessible data, identifying solutions and unlocking a company's full potential becomes a challenge. BOSS® provides a structured approach that simplifies problem-solving and decision-making, presenting information in clear formats. By implementing BOSS, businesses can better align customer expectations with essential processes, resulting in significant enhancements. Moreover, the software supports ongoing improvement by monitoring key metrics, ranging from adherence to regulations to fulfilling customer needs. Ultimately, BOSS not only manages customer satisfaction but also fosters a culture of continuous improvement and excellence in business operations, paving the way for sustainable success.

Media

Media

Integrations Supported

ActiveCampaign
Agile CRM
Fintech Sandbox
FreeAgent CRM
Freshsales
HubSpot CRM
Keap
NetSuite
NetSuite CRM
Nimble
PayWhirl
QuickBooks Online
Recurly
Reddit
Salesforce
Wave Accounting
Yodlee

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

Contact us for pricing details
Free Version
Free Trial Offered?

Pricing Information

$8000.00

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

Boss Insights

Date Founded

2017

Company Location

Canada

Company Website

bossinsights.com

Company Facts

Organization Name

Omnex Systems

Date Founded

1986

Company Location

United States

Company Website

www.omnexsystems.com

Categories and Features

API Management

API Design
API Lifecycle Management
Access Control
Analytics
Dashboard
Developer Portal
Testing Management

Commercial Loan

Audit Trail
Complex Debt Structures
Dashboard
Document Management
Lead Management
Risk Management
Trend Analysis

Embedded Finance

Not specified

Financial Data APIs

Not specified

Integration

Dashboard
ETL - Extract / Transform / Load
Multiple Data Sources

Payment Processing

Not specified

Unified APIs

Not specified

Categories and Features

Business Performance Management

Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

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