Your Customers’ Financial Data … In Minutes

Looking for easy access to financial data on your business customers? Boss Insights has global leading access to business customers’ financial data … in minutes. It is a single connection to accounting, commerce, payroll, tax and more (i.e. Quickbooks, Xero, Stripe, SalesForce, Shopify, etc.). It’s used by fintechs, private lenders and traditional lenders.

Boss Insights Weav

Why Boss Insights Is Industry-Leading

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Increased Automation

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Automated Scoring

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Faster Decisions

Faster Credit Renewals

DATA
Cloud Connections
Yes
Yes
OCR
Yes
No
Token-Based Connections
Yes
Yes
Total Application Connections
1,000+
9
News Aggregator
Yes
No
Real-Time Alerts
Yes
Yes
Accounting Connections
11
0
Commerce Connections
30+
3
Banking Connections
Yes
No
Payroll Connections
13
0
Embed Data Access Into Your Tech
Yes
Yes
Normalized Data Across Categories
Yes
Yes
Accounting Category Mapping
Yes
Unknown
BUSINESS LENDER
Lender Portal
Yes
Yes
Portfolio Management
Yes
Unknown
Client / Business Dashboard
Yes
Unknown
Co-Browsing with Business Clients
Yes
Unknown
Free Forever Access
Yes
No
BUSINESS BORROWER
Client Portal
Yes
Yes
E-Sign
Yes
Yes
Secure Mail
Yes
Unknown
Information Form
Yes
Unknown
Document Upload
Yes
Unknown
Required Document Checklist
Yes
Unknown
SECURITY
SOC2 Type 2 Audited
Yes
No
Externally Pen Tested
Yes
Unknown

Disclaimer: Boss Insights is not affiliated with Weav. Comparison based on information publicly available on vendors respective websites in May 2021.

Boss Insights Delivers Results

Client & Partner Testimonials

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Why Boss Insights Is Industry-Leading

DATA
Cloud Connections
Yes
Yes
OCR
Yes
No
Token-Based Connections
Yes
Yes
Total Application Connections
1,000+
9
News Aggregator
Yes
No
Real-Time Alerts
Yes
Yes
Accounting Connections
11
0
Commerce Connections
30+
3
Banking Connections
Yes
No
Payroll Connections
13
0
Embed Data Access Into Your Tech
Yes
Yes
Normalized Data Across Categories
Yes
Yes
Accounting Category Mapping
Yes
Unknown
BUSINESS LENDER
Lender Portal
Yes
Yes
Portfolio Management
Yes
Unknown
Client / Business Dashboard
Yes
Unknown
Co-Browsing with Business Clients
Yes
Unknown
Free Forever Access
Yes
No
BUSINESS BORROWER
Client Portal
Yes
Yes
E-Sign
Yes
Yes
Secure Mail
Yes
Unknown
Information Form
Yes
Unknown
Document Upload
Yes
Unknown
Required Document Checklist
Yes
Unknown
SECURITY
SOC2 Type 2 Audited
Yes
No
Externally Pen Tested
Yes
Unknown

Disclaimer: Boss Insights is not affiliated with Weav. Comparison based on information publicly available on vendors respective websites in May 2021.