---
description: Learn more about Boss Insights pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Boss Insights Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Enterprise Resource Planning Software](/directory/9/enterprise-resource-planning/software) > [Boss Insights](/software/175109/boss-insights)

# Boss Insights

Canonical: https://www.capterra.ca/software/175109/boss-insights

> Boss Insights provides fintechs and financial institutions global-leading access to SMB clients' financial data.
> 
> Verdict: Rated **5.0/5** by 4 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Boss Insights?

Fintechs
Financial Institutions
Private Business Lenders

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 4 Reviews |
| Ease of Use | 4.8/5 | Based on overall reviews |
| Customer Support Software | 5.0/5 | Based on overall reviews |
| Value for Money | 4.8/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Boss Insights
- **Founded**: 2017

## Commercial Context

- **Starting Price**: $15.00
- **Pricing model**: Flat Rate
- **Target Audience**: 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada

## Features

- Accounting Software
- Dashboard Software
- Data Management Software
- Financial Management Software
- Forecasting
- Multiple Data Sources
- Real-Time Data
- Third-Party Integrations

## Support Options

- Email/Help Desk
- Phone Support
- Chat

## Category

- [Enterprise Resource Planning Software](https://www.capterra.ca/directory/9/enterprise-resource-planning/software)

## Related Categories

- [Enterprise Resource Planning Software](https://www.capterra.ca/directory/9/enterprise-resource-planning/software)
- [Integration Software](https://www.capterra.ca/directory/8/integration/software)
- [API Management Software](https://www.capterra.ca/directory/31065/api-management/software)

## Alternatives

1. [Odoo](https://www.capterra.ca/software/135618/odoo) — 4.2/5 (1301 reviews)
2. [Asana](https://www.capterra.ca/software/120550/asana-pm) — 4.5/5 (13564 reviews)
3. [NetSuite](https://www.capterra.ca/software/135757/netsuite) — 4.2/5 (2019 reviews)
4. [Teamwork.com](https://www.capterra.ca/software/120390/teamwork-projects) — 4.5/5 (936 reviews)
5. [Bling](https://www.capterra.ca/software/191410/bling) — 4.7/5 (102 reviews)

## Reviews

### "Best In Class Financial Data Aggregation Solution" — 5.0/5

> **Verified Reviewer** | *September 2, 2022* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **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.
> 
> Exceptional.  The team is always available to support, provide insights to their experiences and to support the growth of our company like their own.

-----

### "We're more efficient than ever" — 5.0/5

> **Dustin** | *August 30, 2022* | Banking | Recommendation rating: 10.0/10
> 
> **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
> 
> Fantastic partners

-----

### "SMB Data Aggregation to Accelerate Lending & Decision-Making" — 5.0/5

> **Nia** | *April 13, 2023* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **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.

-----

### "Jump Started Our Growth With Accounting Data" — 5.0/5

> **Yoni** | *January 23, 2023* | Computer Software | Recommendation rating: 10.0/10
> 
> **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.

## Links

- [View on Capterra](https://www.capterra.ca/software/175109/boss-insights)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/175109/Boss-Insights/> |
| en-AE | <https://www.capterra.ae/software/175109/boss-insights> |
| en-AU | <https://www.capterra.com.au/software/175109/boss-insights> |
| en-CA | <https://www.capterra.ca/software/175109/boss-insights> |
| en-GB | <https://www.capterra.co.uk/software/175109/boss-insights> |
| en-IE | <https://www.capterra.ie/software/175109/boss-insights> |
| en-IL | <https://www.capterra.co.il/software/175109/boss-insights> |
| en-IN | <https://www.capterra.in/software/175109/boss-insights> |
| en-NZ | <https://www.capterra.co.nz/software/175109/boss-insights> |
| en-SG | <https://www.capterra.com.sg/software/175109/boss-insights> |
| en-ZA | <https://www.capterra.co.za/software/175109/boss-insights> |
| fr | <https://www.capterra.fr/software/175109/boss-insights> |
| fr-BE | <https://fr.capterra.be/software/175109/boss-insights> |
| fr-CA | <https://fr.capterra.ca/software/175109/boss-insights> |
| fr-LU | <https://www.capterra.lu/software/175109/boss-insights> |

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