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Financial Integrations

Boss Insights integrates with leading Financial software including 1Forge Finance APIs, Advicent Fact Finder, Paylocity, Tradeworks, Yunbi, and many more.

 

Want to know if your financial software is supported? Check out our integration lookup tool and if it’s not try requesting it, we add new integrations all the time and have one of the largest integration suites of any provider.

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