Who We Work With

Understand Your SMB & Commercial Businesses Financial Data

Your single API connection to the global leading number of accounting, banking, commerce, payroll, tax & more. Access QuickBooks, Xero, Shopify, Stripe, Amazon, etc. Platform to originate, decision & monitor business requests.

Who We Work With

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Data Sources

Connect to the broadest coverage of data sources

Boss Insights Delivers Results

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Increased Automation

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Automated Scoring

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Faster Decisions

Faster Credit Renewals

Explore How You Can Use Boss Insights

Fintech

Private Lenders & Funders

Financial Institutions

SMBs & Commercial Businesses

Payment Providers

Brokers

Why Boss Insights?

1 API, 1000+ Integrations

Global leading access to accounting, banking, commerce, payroll, tax & more

Standardized Data

Standardized Data

Simplify managing various data formats to get standardized & normalized data

Proven By Financial Institutions

A track record of 36% faster decisioning, 5x faster monitoring & 60% cost savings

Client & Partner Testimonials

"We gained 2-3 years of new client relationships in 30-60 days"

Dustin Phillips, Chief Lending Officer

“Boss Insights dramatically simplifies the work of loan decisioning, servicing & fraud prevention”

Sanjay Matthew, Head Of Fintech Strategy

"Boss Insights allows Carver to provide customers with the highest quality of service"

Richard Muskus, SVP & CRO

"Boss Insights' data platform allows us to provide value beyond financing and mentorship to the ecosystem"

OKR Financial

"A seamless solution to gather real-time information of business members"

Curtis Anderson, VP Business Lending

"Boss Insights' cutting-edge tech empowered us to offer a seamless experience for business owners"

John Handmaker, Chief SBA Lending Officer

“Boss Insights is incredibly responsive, solution orientated and grew the platform as our requirements expanded.”

Roy Ferman, CEO

“Amazing digital lending platform, serves SMBs and Commercial Businesses - great access to real time accounting, commerce/sales and banking data”

RevTek Capital

Want To Get Started?

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