Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 8 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • SBS Banking Platform Reviews & Ratings
    29 Ratings
  • MeridianLink Opening Reviews & Ratings
    21 Ratings
    Company Website
  • FISPAN Reviews & Ratings
    5 Ratings
    Company Website
  • Axe Credit Portal Reviews & Ratings
    3 Ratings
    Company Website
  • Repair-CRM Reviews & Ratings
    37 Ratings
    Company Website
  • AlsoThere Reviews & Ratings
    1 Rating
    Company Website
  • Wallester Reviews & Ratings
    263 Ratings
    Company Website
  • Banker's Dashboard Reviews & Ratings
    6 Ratings
    Company Website
  • North One Reviews & Ratings
    5,043 Ratings
    Company Website
  • B2i Reviews & Ratings
    2 Ratings
    Company Website

What is Q2?

Revolutionize your approach to commercial banking with adaptable and tailored financial solutions that meet the diverse needs of your clientele. By enhancing the success of your commercial customers with personalized banking experiences, you can cater to businesses across various sizes and sectors. Every commercial account holder has unique and often complex requirements that necessitate careful consideration. Providing digital banking solutions that align with their specific size, industry, and expectations allows you to effectively tackle their challenges and meet their demands, thereby establishing yourself as a crucial partner for your most important clients. Finding the right collaborator is key to realizing this vision. Conventional technology tends to treat all businesses the same, leading to outdated and cumbersome interfaces that obstruct productivity. For larger commercial clients, the intricacies of cash management can be overwhelming, especially when legacy systems introduce further complications through rigid workflows and impractical features that disregard user experience. Our cutting-edge commercial banking platform transforms this environment by delivering a robust, sophisticated, and user-friendly solution that accommodates every individual requirement and task, no matter how specific or complex they may be. Seize this opportunity to embrace change and transform the banking experience for your clients, ultimately fostering stronger relationships and driving mutual growth in the process.

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

ActiveCampaign
Authorize.Net
CenterEdge Advantage
Extole
FreeAgent CRM
Freshsales
Givio
Gusto
HubSpot CRM
LendingPad
LinkedIn
Magento
Paycor
QuickBooks Online
Sage Accounting
Shopify
Square Payments
Stripe
Wave Accounting

Integrations Supported

ActiveCampaign
Authorize.Net
CenterEdge Advantage
Extole
FreeAgent CRM
Freshsales
Givio
Gusto
HubSpot CRM
LendingPad
LinkedIn
Magento
Paycor
QuickBooks Online
Sage Accounting
Shopify
Square Payments
Stripe
Wave Accounting

API Availability

Has API

API Availability

Has API

Pricing Information

$1 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Q2 Software

Date Founded

2004

Company Location

United States

Company Website

www.q2.com

Company Facts

Organization Name

Boss Insights

Date Founded

2017

Company Location

Canada

Company Website

bossinsights.com

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Categories and Features

API Management

API Design
API Lifecycle Management
Access Control
Analytics
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control

Commercial Loan

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

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Popular Alternatives

Popular Alternatives

Railz Reviews & Ratings

Railz

Railz.ai