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Boss Insights VS UpHabit

Compare Boss Insights VS UpHabit and see what are their differences

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  2. » Videos
  3. » Reviews
  4. » Alternatives

Boss Insights logo Boss Insights

Providing Business Lenders Their Clients' Financial Data...In Minutes

UpHabit logo UpHabit

The trusted Personal CRM for busy people
  • Boss Insights Landing page
    Landing page //
    2022-04-06

Boss Insights is an award winning leader in open banking, linking fintechs and financial institutions to their small and medium-sized business clients’ financial accounting, commerce, banking, payroll and tax data in minutes. In addition to data from the likes of QuickBooks, Xero, Stripe, Square, Shopify, Amazon and more, Boss Insights provides portals to originate, decision and service fintechs and financial institutions. In an industry that needs speed and access to real-time data, Boss Insights empowers fintechs, private lenders and financial institutions to serve their business customers.

Boss Insights has earned media coverage by American Banker, Forbes, Bank Innovation, Open Finance World and The Financial Brand. Boss Insights has won multiple awards including: Money 2020 Rise Up, CB Insights’ Top 35 Future in Fintech, Corporate LiveWire’s 2021 Lending Technologist Of The Year, Open Banking Excellence’s 2020 SME Award, 2020 Women In Payments’ Unicorn Challenge, Corporate Vision’s Most Innovative Leader In Lending Technology & Canadian Lenders Association’s 2019 Executive Leader In Lending.

Not present

Boss Insights videos

+ Add

FinovateFall 2019 / Boss Insights

More videos:

  • Review - World Boss Insights
  • Demo - About Boss Insights

UpHabit videos

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UpHabit Personal CRM Review

More videos:

  • Review - UpHabit Social Accounts & Messaging
  • Review - UpHabit, Your Personal CRM

Category Popularity

0-100% (relative to Boss Insights and UpHabit)

Boss Insights

UpHabit

AI
100 100%
AI
0% 0
CRM
0 0%
CRM
100% 100
Accounting
100 100%
Accounting
0% 0
Personal CRM
0 0%
Personal CRM
100% 100

User comments

Share your experience with using Boss Insights and UpHabit. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, UpHabit seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Boss Insights mentions (0)

We have not tracked any mentions of Boss Insights yet. Tracking of Boss Insights recommendations started around Mar 2021.

UpHabit mentions (2)

  • CRM for personal networking use
    Have you looked at UpHabit? It appears to match what you’re looking for https://uphabit.com/. Source: about 2 years ago
  • Phone app that connects to crm/texts/web/etc?
    I really like Uphabit. It lets you take notes and set reminders, etc. https://uphabit.com/. Source: about 2 years ago

What are some alternatives?

When comparing Boss Insights and UpHabit, you can also consider the following products

Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.

Dex - One place for your relationships — impress with thoughtfulness

Operator.io - The easiest way for developers to integrate financial apps like Quickbooks Online, Shopify, and Amazon Seller Central into their products.

Monica - Monica is an open-source personal CRM to keep track of your friends and family.

Apideck Unify - Apideck Unify provides Unified APIs across more than 50 different software categories to allow customers to accelerate their integration strategy.

Cloze - Smarter Relationship Management

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