Boss Insights
About Boss Insights
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Most Helpful Reviews for Boss Insights
4 Reviews
Anonymous
11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSWith 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.
CONSA 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.
Reason for choosing Boss Insights
Canadian based, Female owned, superior technology and connectivity.
Dustin
Banking, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
We're more efficient than ever
Fantastic partners
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. "
CONSNo complaints. It has been very user friendly and successfully implemented
Nia
Financial Services, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed April 2023
SMB Data Aggregation to Accelerate Lending & Decision-Making
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.
CONSThe experience has been good so far--no issues.
Yoni
Computer Software, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2023
Jump Started Our Growth With Accounting Data
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.
CONSAs we grow, we'll go back to request more data and insights.