TrustRadius: an HG Insights company

What is Boss Insights?

Boss Insights provides global access to business customers' financial data. They offer a single connection to accounting, commerce, payroll, and tax (i.e. Quickbooks, Stripe, SalesForce, etc.). It's used by fintechs, private lenders and traditional lenders to, according to the vendor, gain 36% faster funding, 5x faster monitoring at 60% cost savings. They offer two main products:

  • Accounting, banking commerce, payroll, tax data & more (portal or API)

  • Portals to originate, decision & monitor your business customers' needs

Categories & Use Cases

Media

Screenshot of Boss Originate  automates the loan origination process by scoring & prescreening business borrowers & tracking referrals
Screenshot of Boss Insights provides financial service providers information to suggest products for business customers.
Screenshot of Company Insights enable you to gain a 360 degree view of your borrowers’ financial health for informed decision making
Screenshot of Get a holistic view of all the borrowers you manage in your portfolio

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