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OUR PRODUCTS

Build financial products for your SMB & Commercial business customers
Global Coverage
Our Integrations
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BOSS API INTEGRATIONS

Accounting & Finance API

Connect to your business customers' accounting data

Sales & Commerce API

Connect to your business customers' sales data 

Open Banking API

Connect to your business customers' banking data

Payroll & Tax API

Connect to your business customers Payroll or Tax data

DIGITAL SERVICE PLATFORM

Marketing Personalization

Predict SMB needs

Decision & Monitor

Connecting financial services to their business customers

Originate

Auto loan origination scoring & prescreening businesses

Analytics

Business financial insights, cash flow forecasting & health

CFO-in-a-box

Personalized product suggestions based on insights

GETTING STARTED
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FOR DEVELOPERS
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A complete list of our data API endpoints
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SUPPORT
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API INTEGRATIONS

Accounting & Finance API

Financial statements, AR/AP and KPIs

Sales & Commerce API

Sales, Subscriptions, Payouts, Shipments

Banking API

Transactions, Statements, Accounts

Payroll API

Salaries, Benefits, Taxes

DIGITAL SERVICE PLATFORM

Analytics & Monitoring

Deep customer financial health insights

Customer Portal

Branded financial management workflow

Embedded

Enhance your platform with our insights

Engage

Highly personalized insights to retain and engage

Transmute

Convert your documents into insightful data

BY INDUSTRY
Neobanks

Understand SMB customers at scale

Fintechs
SMB financial data API
Private Lenders & Funders
Accurate data for credit assessments
Financial Institutions
Stack rank your SMB portfolio
Payment Providers
Sync expenses with accounting apps
Brokers
Qualify & approve automatically
USE CASES
Credit Worthiness
Full financial history
Digital Lending
Automate business lending
Monitoring & Credit Reviews
Automate financial analysis
Alternative Financing
New data to fuel credit decisions
Business Intelligence
Identify opportunities
Marketing Personalization
Predict SMB needs
Expense Management
Sync to accounting
Reconciliation and Audit

Verify across multiple sources

Cashflow Management
Predict risks
Risk Analysis
Identify potential defaults
ERTC

Employee Retention Tax Credit

Reconciliation & Audit

Verify across multiple sources

Cashflow Management
Predict risks
Risk Analysis
Identify potential defaults
ERTC

Employee Retention Tax Credit

DEVELOPERS

The fast track for SMB data access

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GUIDES

Financial Analysis

Spreading, Balances...

Income Verification

Check income

Business Insights

Opportunities, Risks...

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Configure forms and dashboards

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COMPANY
Boss Insights provides Business Data As A Service bridging data gaps between banks and business customers. Our single API gives real time access to the broadest coverage of data sources in minutes.
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Understand how we maintain your trust
FinTech Growth Syndicate Features Boss Insights’ Betakit Article

FinTech Growth Syndicate Features Boss Insights’ Betakit Article

by Keren Moynihan | Jun 4, 2020 | News

Thank you to the FinTech Growth Syndicate for featuring Boss Insights’ article with Betakit in your newsletter. Boss Insights’ CARES/PPP Platform is a solution for PPP loans. It covers the application, monitoring, and forgiveness calculations while...
The FinTech Times Features Boss Insights’ CEO Keren Moynihan

The FinTech Times Features Boss Insights’ CEO Keren Moynihan

by Keren Moynihan | Jun 3, 2020 | News

Thank you to The Fintech Times for featuring Boss Insights’ on the differences between the COVID financial relief in the UK vs US PPP. Collaboration between banks and fintechs has been the secret sauce during this time. Stay tuned, new guidance is coming out...
Boss Insights Listed at Top of The FinTech Times Newsletter

Boss Insights Listed at Top of The FinTech Times Newsletter

by Keren Moynihan | Jun 2, 2020 | News

Thank you to The FinTech Times newsletter for featuring Boss Insights at the top of the list for what’s leading fintech funding. Our Betakit article about Boss Insights helping American Lenders through PPP is front and center. Boss CARES, covers the application,...
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Use Cases

  • Fintechs
  • Financial Institutions
  • Payment Providers
  • Brokers
  • Private Lenders & Funders

Products

  • Analytics and Monitoring
  • Customer Portal
  • Embedded
  • Engage
  • Transmute
  • Accounting & Finance API
  • Sales & Commerce API
  • Banking API
  • Payroll API

Resources

  • Case Studies
  • Revenue Calculator
  • Pricing
  • Developers Portal
  • Features
  • Pilot Kit
  • Talk to an Expert

Company

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  • Support
  • Documentation
  • Service Status
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  • Trust Center
  • Privacy Policy
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  • Contact Us

Use Cases

  • Fintechs
  • Financial Institutions
  • Payment Providers
  • Brokers
  • Private Lenders & Funders

Products

  • Analytics and Monitoring
  • Customer Portal
  • Embedded
  • Engage
  • Transmute
  • Accounting & Finance API
  • Sales & Commerce API
  • Banking API
  • Payroll API

Resources

  • Case Studies
  • Revenue Calculator
  • Pricing
  • Developers Portal
  • Features
  • Pilot Kit
  • Talk to an Expert

Company

  • About Us
  • Partners
  • Careers
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  • Support
  • Documentation
  • Service Status
  • Security & FAQ
  • Trust Center
  • Privacy Policy
  • Request a Demo
  • Contact Us

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