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Boss Insights Reviews & Product Details

Boss Insights Overview

What is Boss Insights?

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.

Boss Insights Details
Languages Supported
English
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Product Description

Boss Insights provides global leading access to business customers' financial data ... in minutes. We have a single connection to accounting, commerce, payroll, tax, and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It's used by fintechs, private lenders and traditional lenders to gain 36% faster funding, 5x faster monitoring at 60% cost savings.


Seller Details
Year Founded
2017
HQ Location
Toronto, Ontario
Twitter
@bossinsight
350 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®

Jonyque E.
JE
Overview Provided by:
Marketing Manager at Boss Insights

Recent Boss Insights Reviews

CP
Claudio P.Mid-Market (51-1000 emp.)
2.5 out of 5
"Inflexible scoring hampers loan assessments"
As a FinTech startup Boss Insights’ has found the universal API useful. It simplifies the connection to a huge number of financial data providers,...
Verified User
U
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Access to ongoing SMB financial data monitoring"
Boss Insights offers a universal API that facilitates connections with over 1000 different financial data sources. This capability for ongoing SMB ...
Michelle K.
MK
Michelle K.Small-Business (50 or fewer emp.)
5.0 out of 5
"Fast Access to Democratized Data"
Our clients can gain access to democratized business data to expand their SME lending building blocks.
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Boss Insights Media

Boss Insights Demo - Boss Originate
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.
Boss Insights Demo - Company Insights
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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Have you used Boss Insights before?
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5 Boss Insights Reviews

4.5 out of 5
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5 Boss Insights Reviews
4.5 out of 5
5 Boss Insights Reviews
4.5 out of 5
G2 reviews are authentic and verified.
CP
Project Coordinator
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

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

Boss Insights seeks to solve the problem of aggregating financial data from various sources into a single solution. This helps me in a way that I am able to easily get the necessary financial details required in assessing loans applications. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
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.

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

We’ve partnered with Boss Insights to fuel our company growth. The company has a partner-first attitude and we look forward to continuing our relationship with them! Review collected by and hosted on G2.com.

Michelle K.
MK
Mentor
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
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
Chief Lending Officer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
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.

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

Prior to partnering, our lending applications required coming into a branch, after, 90% of the application could be completed on our site. Review collected by and hosted on G2.com.

Charles F. H.
CH
SVP Revenue
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
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.

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

We use Boss Insights in 2 ways. 1st is to build integrations into other platforms. 2nd is to share and consume permission-based data from our clients. Having a single platform Review collected by and hosted on G2.com.