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Boss Insights

Cloud-based solution to streamline financial services

Table of Contents

Is this product right for your business?

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Boss Insights - 2025 Pricing, Features, Reviews & Alternatives

What is Boss Insights?

Boss Insights is a cloud-based integration platform that securely connects financial institutions to their customers' financial data. The platform offers application programming interface (API) integrations for accounting, sales, banking, and payroll data to enhance financial products and services.

Boss Insights allows users to extract, standardize, and enrich financial data from various sources, including QuickBooks, Stripe, and Salesforce, for understanding the cash flow of a business. It assists organizations with risk analysis, digital lending, cash flow forecasting, marketing personalization, and more.

Benefits of using Boss Insights

• Provides accounting, banking, commerce, payroll, tax data, and more capabilities through a portal, API, and platform to originate, make decisions, and monitor the needs of businesses and their customers.

Starting from

Per month

Alternatives with better value for money

Boss Insights's key features

Most critical features, based on insights from Boss Insights users:

Third-Party Integrations

5.0

(3)

Multiple Data Sources

5.0

(3)

Real-Time Data

5.0

(3)

Data Management

5.0

(3)

Dashboard

4.7

(3)

Accounting Integration

5.0

(3)

All Boss Insights features

Features rating:

5.0

(4)

Data Extraction

5.0

(1)

ETL

4.5

(2)

Real-Time Updates

5.0

(2)

Compliance Management

(0)

Document Management

(0)

QuickBooks Integration

(0)

Real-Time Analytics

(0)

Real-Time Monitoring

(0)

Real-Time Reporting

(0)

Reporting & Statistics

(0)

Boss Insights alternatives

Boss Insights

5.0

(4)

Starting from

Per month

Free trial

Free version

Ease of Use

4.8

Features

5.0

Value for Money

4.8

Customer Support

5.0

Workato

4.7

(63)

visit website

Starting from

10000

Per year

Free trial

Free version

Ease of Use

4.4

Features

4.5

Value for Money

4.3

Customer Support

4.6

1 EDI Source

4.6

(81)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.5

Customer Support

4.5

eiPlatform

4.9

(22)

visit website

Starting from

Free trial

Free version

Ease of Use

4.6

Features

4.8

Value for Money

4.8

Customer Support

5.0

Boss Insights pricing

Value for money rating:

4.8

Starting from

Per month

Flat Rate

Pricing details

Subscription

Free trial

Free plan

Pricing range

Boss Insights support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Chat

Phone Support

Email/Help Desk

Training options

Webinars

Documentation

Live Online

Boss Insights reviews

Overall rating

5.0

Positive reviews

100

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend10/10

Rating distribution

Boss Insights FAQs

Q. What type of pricing plans does Boss Insights offer?

Boss Insights has the following pricing plans:
Starting from: $15.00/month
Pricing model: Subscription

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Q. Who are the typical users of Boss Insights?

Boss Insights has the following typical customers:
Mid Size Business, Small Business

Q. What languages does Boss Insights support?

Boss Insights supports the following languages:
English

Q. Does Boss Insights support mobile devices?

Boss Insights supports the following devices:
Android, iPad, iPhone

Q. Does Boss Insights offer an API?

No, Boss Insights does not have an API available.

Q. What level of support does Boss Insights offer?

Boss Insights offers the following support options:
Chat, Phone Support, Email/Help Desk

Related categories

Enterprise Resource Planning

Integration

API Management