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Boss Insights Reviews & Product Details

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 51% faster funding, 5x faster renewals, 100% automated scoring and 60% cost savings.

Seller

Boss Insights

Discussions

Boss Insights Community

Languages Supported

English

Overview by

Jonyque Espeut (Marketing Manager at Boss Insights)

Top-Rated Alternatives

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Boss Insights Media

Boss Originate automates the loan origination process by scoring & prescreening business borrowers & tracking referrals

Boss Insights Demo - Product Predictions

Boss Insights makes it possible to suggest products for business customers.

Gain 360 degree view of your borrowers’ financial health for informed decision making

Boss Insights Demo - Portfolio Management

Properly manage your portfolio with a holistic view of all the borrowers you manage

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CP

Claudio P.

Project Coordinator

Mid-Market (51-1000 emp.)

12/12/2024

"Inflexible scoring hampers loan assessments"

2.5/5

What do you like best about Boss Insights?

As a FinTech startup Boss Insights’ has found the universal API useful. It simplifies the connection to a huge number of financial data providers, thus obviating the need for connection to several vendors separately. Review collected by and hosted on G2.com.

What do you dislike about Boss Insights?

The choices for tailoring the data analysis appear to be rather confined. The present model of scoring is rather rigid for more specific purposes of decision making. Review collected by and hosted on G2.com.

UF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

4/13/2023

"Access to ongoing SMB financial data monitoring"

5/5

What do you like best about Boss Insights?

Boss Insights offers a universal API that facilitates connections with over 1000 different financial data sources. This capability for ongoing SMB monitoring produces seemingly endless opportunities to understand business financials and ultimately make better decisions—both from the lender's and the business’s point of view. Review collected by and hosted on G2.com.

What do you dislike about Boss Insights?

Boss Insights has been great so far. No complaints. Review collected by and hosted on G2.com.

MK

Michelle K.

Mentor

Small-Business (50 or fewer emp.)

9/26/2022

"Fast Access to Democratized Data"

5/5

What do you like best about Boss Insights?

Our clients can gain access to democratized business data to expand their SME lending building blocks. Review collected by and hosted on G2.com.

What do you dislike about Boss Insights?

UI could use some enhancements, but it's not an issue for us. Review collected by and hosted on G2.com.

What problems is Boss Insights solving and how is that benefiting you?

BankersLab has developed a suite of training products including our award-winning “flight simulators” for bankers and retail lenders. Utilizing a blended learning model, we offer bank training that integrates numerical simulation, training sandboxes, and a gamified classroom – designed to “level up” the expertise of financial profession. To put it simply, Boss Insights provides the data which empowers our clients to innovate. Review collected by and hosted on G2.com.

DP

Dustin P.

Chief Lending Officer

Mid-Market (51-1000 emp.)

8/30/2022

"We're more efficient than ever"

5/5

What do you like best about Boss Insights?

"After onboarding, we saw 50% more loans processed, speeding up the time for approvals. The biggest benefit by far however is the reduced lending cycle. Instead of manually pouring over PDFs or individual emails, businesses got access to automated calculations to get them

served faster just by logging in and sharing their data with us. " Review collected by and hosted on G2.com.

What do you dislike about Boss Insights?

No complaints. It has been a great relationship. Review collected by and hosted on G2.com.

CH

Charles F. H.

SVP Revenue

Small-Business (50 or fewer emp.)

9/1/2022

"Amazing Tech, Amazing People, Amazing Product!"

5/5

What do you like best about Boss Insights?

Having a single platform that can ingest permission-based data is a game changer for financial institutions and fintech alike. Review collected by and hosted on G2.com.

What do you dislike about Boss Insights?

NOTHING! The team led by Keren is amazing. The product is state of the art. The technology helps our company be more efficient. Review collected by and hosted on G2.com.