Boss Decision & Monitor

Flexible pricing that scales with your business needs 

Free
$0
Always free for 3 companies
Portfolio management
Customer portal
File uploads
CRM sync
Forms
E-Sign
Access control
Custom branding
Business insights
Portfolio insights
Data requests
Reminders
Secure mail
Account onboarding
Unlimited users
Reports
Dashboards
Customizable workflow
Advanced permissions
Audit logs
WebDAV (Desktop / Mobile file access)
Multi factor authentication
Full API access
Production environment
Full access to integrations
Weekly
On demand syncing
Raw Data Access
Sandbox account
Accounting and Commerce Data
Bank Data
Payroll and Tax Data
Financial reports
Ratios & forecasts
Chart of accounts categorization
SQL data access
Excel data access
Encryption in transit & at rest
Business continuity & disaster recovery
Data residency
Single sign-on
Guaranteed uptime SLA
Support
Standard
Essentials
$0/mo
$6 per company
Portfolio management
Customer portal
File uploads
CRM sync
Forms
E-Sign
Access control
Custom branding
Business insights
Portfolio insights
Data requests
Reminders
Secure mail
Account onboarding
Unlimited users
Reports
Dashboards
Customizable workflow
Advanced permissions
Audit logs
WebDAV (Desktop / Mobile file access)
Multi factor authentication
Full API access
Production environment
Full access to integrations
Daily
On demand syncing
Raw Data Access
Sandbox account
Accounting and Commerce Data
Bank Data
Payroll and Tax Data
Financial reports
Ratios & forecasts
Chart of accounts categorization
SQL data access
Excel data access
Encryption in transit & at rest
Business continuity & disaster recovery
Data residency
Single sign-on
Guaranteed uptime SLA
Support
Premium
Enterprise
Configured solution branded to your needs
Portfolio management
Customer portal
File uploads
CRM sync
Forms
E-Sign
Access control
Custom branding
Business insights
Portfolio insights
Data requests
Reminders
Secure mail
Account onboarding
Unlimited users
Reports
Dashboards
Customizable workflow
Advanced permissions
Audit logs
WebDAV (Desktop / Mobile file access)
Multi factor authentication
Full API access
Production environment
Full access to integrations
Hourly
On demand syncing
Raw Data Access
Sandbox account
Accounting and Commerce Data
Bank Data
Payroll and Tax Data
Financial reports
Ratios & forecasts
Chart of accounts categorization
SQL data access
Excel data access
Encryption in transit & at rest
Business continuity & disaster recovery
Data residency
Single sign-on
Guaranteed uptime SLA
Support
Enterprise

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