Embedded
With a few API calls and a few lines of JavaScript your development team will accelerate your time to market for business customer insights while still maintaining control over your operations or decision-making process.
Data is only accessible to authorized individuals, ensuring control and protecting sensitive information. You can embed any of our pre-built charts or customize your own.
Embedded Charts and Metrics
Our platform provides developers with the robust functionality to embed interactive charts and metrics into your applications using JavaScript. This feature allows seamless integration of dynamic, real-time data visualization into any application, facilitating a comprehensive understanding of your business customers.
Each chart and metric can be tailored to fit your unique needs, offering a variety of customization options including color scheme, font, and size. The types of charts available for embedding include line charts, bar graphs, pie charts, scatter plots, and more. These charts are not only visually appealing but are also designed to handle large volumes of data without compromising performance.
The embedded charts are interactive, enabling users to zoom in for detailed views, hover over data points for specific value indicators, and even click-through to access detailed reports. All of these actions can be performed within your application, providing a seamless user experience.
As for metrics, our system allows you to track essential KPIs and other critical data, such as financial ratios, account balances, and sales performance. These metrics can be embedded as dynamic counters or gauges that update in real-time as the underlying data changes. Just like our charts, these metrics are customizable and interactive.
The process of embedding these charts and metrics is straightforward. With a few lines of JavaScript code, you can retrieve the necessary data from our servers, and the chart or metric will be rendered in your application. Our comprehensive API documentation provides detailed instructions and examples to help guide you through this process.
Our embedded charts and metrics offer a powerful way for developers to bring financial data to life within their applications, providing users with an interactive and intuitive interface for data exploration.
Embedded Forms
Our platform also offers the ability to embed customizable forms directly within your application. This feature is designed to save valuable developer time and simplify content management. With embedded forms, there’s no need to write complex code to build form structures or manage field validation. You can focus on what matters most, your application’s core functionality.
Each form is fully customizable and can be easily configured according to your specific needs. Whether you need a form for onboarding, data collection, or monitoring, you can design it using our intuitive form builder. You can add fields, set data validation rules, and style the forms to match your application’s look and feel. This is all done through a straightforward, user-friendly interface which doesn’t require advanced coding skills.
Moreover, managing the fields within these forms is a breeze. Our platform allows you to add, remove, or modify form fields dynamically without the need for a developer. This means you can adjust the forms based on the changing needs of your business or feedback from your users. The changes will be reflected in your application in real-time, ensuring a seamless user experience.
The embedded forms are also designed to be responsive, ensuring they look great on any device. They are also highly secure, with in-built protection against common web threats.
Our embedded forms are more than just a time-saving tool for developers. They are a versatile feature that gives you complete control over data collection within your application, while also significantly enhancing the user experience.
FAQ
Is my personal financial data safe when I share it with Boss Insights?
Absolutely, your security is our top priority. Boss Insights uses state-of-the-art encryption and secure servers to protect your data. We comply with all relevant regulations to ensure your information remains confidential.
How does sharing my financial data benefit me?
By sharing your financial data, you gain a comprehensive view of your finances. This allows for personalized insights, better budgeting, and informed decisions, helping you achieve your financial goals more effectively.
Can I control what financial data is shared with Boss Insights?
Yes, you have complete control over which accounts and data you share. You can choose to link specific accounts or exclude others based on your preferences.
Will sharing my data expose me to unwanted marketing or spam?
No, we respect your privacy. Your data is used solely to provide you with financial insights and will never be shared with third parties for marketing purposes without your consent.