# 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/FastApps --- # 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. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [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/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$15 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... 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. [4.5 (13,555)](https://www.capterra.com/p/184581/Asana-PM/reviews/) Starting Price CA$15 Flat Rate, Per Month Starting Price $10.99 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (4) Ease Of Use 4.4 (12,155) Value For Money 4.8 (4) Value For Money 4.4 (8,726) Customer Service 5.0 (3) Customer Service 4.3 (7,824) ## Boss Insights alternatives [4.2 (2,007)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (2,936)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Teamwork.com](https://www.capterra.com/p/120390/Teamwork-Projects/) [4.5 (934)](https://www.capterra.com/p/120390/Teamwork-Projects/reviews/) Starting price $9.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/120390/Teamwork-Projects/) ## 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 Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)