FISCAL

FISCAL

Vision Software Solutions
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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 Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually).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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Fintechs and Financial Institutions (Banks, Brokers, Credit Unions)

Audience

Financial institutions and banks searching for a community banking software solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Boss Insights
Founded: 2017
Canada
bossinsights.com

Company Information

Vision Software Solutions
www.visionsoftwaresolutions.com

Alternatives

Alternatives

TAC CREDIT

TAC CREDIT

Tyler Analytics
Railz

Railz

Railz.ai
PULPS

PULPS

Hurdle Group

Categories

Categories

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

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

Integrations

Agile CRM
Bitrix24
CenterEdge Advantage
Chargebee
FreeAgent CRM
Freshsales
Google Analytics
HubSpot CRM
Keap
Microsoft Dynamics 365 Business Central
NetSuite
Nimble
Paycor
Recurly
VK
X (Twitter)
Xero
Zoho Books
Zuora

Integrations

Agile CRM
Bitrix24
CenterEdge Advantage
Chargebee
FreeAgent CRM
Freshsales
Google Analytics
HubSpot CRM
Keap
Microsoft Dynamics 365 Business Central
NetSuite
Nimble
Paycor
Recurly
VK
X (Twitter)
Xero
Zoho Books
Zuora
Claim Boss Insights and update features and information
Claim Boss Insights and update features and information
Claim FISCAL and update features and information
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