# Boss Insights Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Boss Insights Software - reviews, pricing plans, popular comparisons to other Integration products and more.

Source: https://www.capterra.com/p/175109/Boss-Insights

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# 

 Boss Insights Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Boss Insights

## What is Boss Insights?

Boss Insights is an award winning global leader in open banking, providing global-leading access to business customers' financial data. It's a single connection to accounting, banking, commerce, payroll, tax & more (i.e. Quickbooks, Xero, Stripe, SalesForce, Shopify, Amazon, etc.). It's used by fintechs, private lenders & financial institutions to gain 51% faster funding, 5x faster renewals, 100% automate scoring & 60% cost savings.

## What is Boss Insights used for?

[Integration](https://www.capterra.com/integration-software/)[API Management](https://www.capterra.com/api-management-software/)[Enterprise Resource Planning](https://www.capterra.com/enterprise-resource-planning-software/)

Overall rating

Based on 4 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

CA$15

Flat Rate, Per Month

Free trial  
not available

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Do you work for Boss Insights?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://bossinsights.com/&name=Boss Insights)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Boss Insights

5.0 (4)

VS.

[### Zapier](https://www.capterra.com/p/130182/Zapier/)

[4.7 (3,043)](https://www.capterra.com/p/130182/Zapier/reviews/)

Starting Price

CA$15

Flat Rate, Per Month

Starting Price

$29.99

Usage Based, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (4)

Ease Of Use

4.3 (3,004)

Value For Money

4.8 (4)

Value For Money

4.3 (2,317)

Customer Service

5.0 (3)

Customer Service

4.3 (1,978)

## Boss Insights alternatives

[Albato](https://www.capterra.com/p/228273/Albato/)

[4.8 (403)](https://www.capterra.com/p/228273/Albato/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/228273/Albato/)

[ZappySys SSIS PowerPack](https://www.capterra.com/p/170286/SSIS-PowerPack/)

[4.8 (107)](https://www.capterra.com/p/170286/SSIS-PowerPack/reviews/)

Starting price

$1499.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/170286/SSIS-PowerPack/)

Highest Rated

[Make](https://www.capterra.com/p/154278/Integromat/)

[4.8 (406)](https://www.capterra.com/p/154278/Integromat/reviews/)

Starting price

$10.59

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/154278/Integromat/)

[eZintegrations](https://www.capterra.com/p/185812/eZintegrations/)

[4.7 (41)](https://www.capterra.com/p/185812/eZintegrations/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/185812/eZintegrations/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Dashboard

4.7 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Data Management

5.0 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Ability to handle large datasets

Multiple Data Sources

5.0 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Allows users to manage data from a number of sources

Real-Time Data

5.0 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Receive data and information in real time

Third-Party Integrations

5.0 (3)

100.00% of 3 reviewers that rated this feature as important or highly important

Set up connections to third-party platforms to improve business processes

ETL

4.5 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Process of extracting, transforming, and loading data

Boss Insights 16 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Application programming interface that allows for integration with other systems/databases

Track and manage adherence to policies for any service, product, process, or supplier

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Ability to handle large datasets

Store, manage, and track all electronic documents in a centralized location

Process of extracting, transforming, and loading data

Plan, manage, and track the financial activities of an individual or organization

Form predictions based on past and present data/trends

Allows users to manage data from a number of sources

Receive data and information in real time

Active monitoring of systems, applications, or networks

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Set up connections to third-party platforms to improve business processes

Get Advice

We can help you find the software with the features you need.

Features

5.0 (4)

5.0

Based on 4 reviews

## Pricing

Value for money

4.8 (4)

Basic

CA$15.00

Flat Rate,Per Month

Value for money

4.8 (4)

4.8

Based on 4 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

5.0 (3)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (3)

5.0

Based on 3 reviews

## User reviews

Overall rating

5.0

Based on 4 reviews

Filter by rating

5(4)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

NP

Nia P.

Content Marketer

Financial Services

### "SMB Data Aggregation to Accelerate Lending & Decision-Making"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

April 13, 2023

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

YR

Yoni R.

CEO

Computer Software

### "Jump Started Our Growth With Accounting Data"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 23, 2023

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AU

Anonymous User

Chief Revenue Officer

Financial Services

### "Best In Class Financial Data Aggregation Solution"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 2, 2022

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

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DP

Dustin P.

Chief Lending Officer

Banking

### "We're more efficient than ever"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 30, 2022

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. "

Cons

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

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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