Boss Insights 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Boss Insights

5.0

(4)

Pricing

Starting at CA$15.00 per month

About Boss Insights

Boss Insights is a business data platform that connects financial services to their business customers worldwide. It bridges data gaps between banks and businesses. The platform integrates with the financial management tools commonly used by SMBs and commercial enterprises globally to extract, standardize, and enrich their financial data.

Key capabilities include real-time API access to accounting, sales, banking, payroll, and tax data sources. The proprietary technology provides financial institutions, fintechs, payment providers, brokers, and private lenders with secure and compliant access to open finance datasets. This enables them to understand business financial health, automate spreading and analysis, and build solutions like digital lending, credit risk analysis, and marketing personalization.

Boss Insights is SOC2 audited and penetration tested. The cloud-based platform enables developers to build solutions faster with comprehensive data access through APIs. Customers praise the ability to qualify, engage, and support their business clients with streamlined workflows and actionable insights powered by standardized open finance datasets.

Boss Insights Screenshots

Boss Insights Pricing and Plans

Starting price: CA$15.00 per month

Free Trial

Free Version

Basic

CA$15.00

flat rate, per month

No plan information available

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Boss Insights Features

Popular features found in Integration
API
Configurable Workflow
Dashboard
Data Connectors
Data Extraction
Data Import/Export
Data Management
Multiple Data Sources
Reporting/Analytics
Third-Party Integrations
Web Services
Workflow Management
More features of Boss Insights
Accounting
Accounting Integration
Compliance Management
Document Management
ETL
Financial Management
Forecasting
QuickBooks Integration
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Real-Time Reporting
Real-Time Updates
Reporting & Statistics

Boss Insights User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.8

Value for money

4.8

Customer support

5.0

Functionality

5.0

Have you used Boss Insights and would like to share your experience with others?

Verified

Reviewer

Financial Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed September 2022

Best In Class Financial Data Aggregation Solution

Exceptional. The team is always available to support, provide insights to their experiences and to support the growth of our company like their own.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

With Boss Insights, our neobank has the data and insights required to serve the small business market. As a challenger bank serving SMBs we knew we needed to work with a data aggregator. We went on the hunt for unique and disruptive solution. Boss Insights' approach to data aggregation is without a doubt one of the most valuable solutions we encountered. Businesses have many ways they collect their information. It can be from financials, tax, banking, sales, payroll. To serve businesses we wanted a real time view with the ability to calculate ratios, show dashboards and personalize recommendations. That's what helps businesses grow. Boss Insights has an extensive yet simple data solution, allowing us to collate the most appropriate solutions for our corporate clients by the way of product recommendations and financial health insights.

Cons:

A stronger out of the box UI/UX would be a nice add, but ultimately, for our purpose we built our own front end so this is really not a con.

Reasons for choosing Boss Insights

Canadian based, Female owned, superior technology and connectivity.

Dustin P.

Verified reviewer

Banking

51-200 employees

Used daily for less than 2 years

Review source

Reviewed August 2022

We're more efficient than ever

Fantastic partners

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

"After onboarding, we saw 50% more loans processed, speeding up the time for approvals. The biggest benefit by far however is the reduced lending cycle. Instead of manually pouring over PDFs or individual emails, businesses got access to automated calculations to get them served faster just by logging in and sharing their data with us. "

Cons:

No complaints. It has been very user friendly and successfully implemented

Nia P.

Verified reviewer

Financial Services

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed April 2023

SMB Data Aggregation to Accelerate Lending & Decision-Making

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

We've partnered with Boss Insights to fuel internal growth. Boss Insights' approach to aggregating SMB financial data is invaluable both for financial institutions providing lending services and for the businesses receiving these services. The software simplifies and accelerates lending while also providing the insights needed to better understand SMB financial data and make faster, better decisions as a result.

Cons:

The experience has been good so far--no issues.

Yoni R.

Verified reviewer

Computer Software

2-10 employees

Used daily for less than 6 months

Review source

Reviewed January 2023

Jump Started Our Growth With Accounting Data

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

As a business modelling tool, we offer insights to businesses on their financials. Boss Insights got us up and running quickly and gave us access to accounting data and insights.

Cons:

As we grow, we'll go back to request more data and insights.

Showing 1 - 4 of 4 Reviews