FISCALVision Software Solutions
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Related Products
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About
Boss Insights’ platform digitizes lending to grow relationships between banks and their business clients. Thanks to Amazon style advancement, there is a growing divide between lenders’ service and businesses’ expectations. Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually). Boss Insights’ API hub empowers lenders to bridge the divide. APIs are the most efficient way to digitize existing processes enabling accelerated service and a complete view in real time. The platform is used to accelerate SBA, SMB and Commercial Lending from months to minutes. It also supports cross-selling products empowering banks and credit unions to proactively serve customers.
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About
For over thirty years, our products have delivered standardization and efficiency to banks and credit unions across the country. We understand how you work. Fiscal spreading and tracking are products of Vision Software Solutions. We’ve worked with thousands of bankers for over three decades, and our average customer has been with us for more than 11 years. Because we understand the things that are important to you, our approach to banking software solutions, credit analysis software, loan exception tracking, and financial statement spreading always balances consistency and flexibility. Again and again, as banking software providers we’ve heard that Excel-based statement spreading and tickler tracking processes are inconsistent, prone to error, and time-consuming. At the same time, we’ve maintained our products as stand-alone solutions because spreading and tracking are too critical to be treated as add-ons in large end-to-end systems.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Fintechs and Financial Institutions (Banks, Brokers, Credit Unions)
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Audience
Financial institutions and banks searching for a community banking software solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBoss Insights
Founded: 2017
Canada
bossinsights.com
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Company InformationVision Software Solutions
www.visionsoftwaresolutions.com
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Categories |
Categories |
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Commercial Loan Features
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
API Management Features
Access Control
Analytics
API Design
API Lifecycle Management
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control
Integration Features
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
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Commercial Loan Features
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Financial Reporting Features
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
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Integrations
Agile CRM
Bitrix24
CenterEdge Advantage
Chargebee
FreeAgent CRM
Freshsales
Google Analytics
HubSpot CRM
Keap
Microsoft Dynamics 365 Business Central
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Integrations
Agile CRM
Bitrix24
CenterEdge Advantage
Chargebee
FreeAgent CRM
Freshsales
Google Analytics
HubSpot CRM
Keap
Microsoft Dynamics 365 Business Central
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