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.
Why Boss Insights Is Industry-Leading
%
Increased Automation
%
Automated Scoring
%
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.