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What is FISCAL?

For over thirty years, our services have introduced standardization and improved efficiency to banks and credit unions across the country. We have a profound insight into your operational requirements. Vision Software Solutions specializes in fiscal spreading and tracking, offering critical tools that enhance your financial processes. Throughout these three decades, we have collaborated with thousands of bankers, with the average client enjoying a partnership with us that lasts over 11 years. Understanding what is important to you, we strive to create banking software solutions that encompass credit analysis, loan exception tracking, and financial statement spreading, ensuring a blend of reliability and flexibility. Consistently, we receive feedback highlighting that Excel-based methods for statement spreading and tickler tracking tend to be unreliable, error-prone, and require excessive manual effort. Additionally, we are dedicated to preserving our products as standalone solutions, recognizing that spreading and tracking are essential components that should not be treated as secondary features within larger systems. By doing so, we equip our clients with the tools they need to excel in their financial operations. Our commitment to quality and independence in our offerings has earned us a trusted reputation in the banking software industry.

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.

Media

Media

Integrations Supported

Integrations Supported

Agile CRM
Chargebee
Copper
Freshsales
Gusto
Insightly
LinkedIn
Maxio
Microsoft Dynamics 365 Business Central
NetSuite
Nimble
Paycor
Pipedrive
Reddit
Sage Accounting
Salesforce
Shopify
X (Twitter)
Zuora

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Contact us for pricing details
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Vision Software Solutions

Company Website

www.visionsoftwaresolutions.com

Company Facts

Organization Name

Boss Insights

Date Founded

2017

Company Location

Canada

Company Website

bossinsights.com

Categories and Features

Commercial Loan

Risk Management
Trend Analysis

Financial Reporting

"What If" Scenarios
Balance Sheet
Forecasting
Income Statements
Multi-Company
Profit / Loss Statement

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

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