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OUR PRODUCTS

Build financial products for your SMB & Commercial business customers
Global Coverage
Our Integrations
Pricing

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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Your guide to successfully planning an SMB project based on Boss Insights
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FOR DEVELOPERS
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A complete list of our data API endpoints
Code Samples

Example apps and code to help you start faster

SUPPORT
Support
Configuration and integration technical questions

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...

Forms and Dashboards

Configure forms and dashboards

DOCUMENTATION

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GET ASSISTANCE

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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
Boss Insights CEO, Keren Moynihan has joined Open Banking Expo’s Canadian Advisory Board

Boss Insights CEO, Keren Moynihan has joined Open Banking Expo’s Canadian Advisory Board

by Keren Moynihan | Feb 6, 2023 | Articles, Data, Event, Mention, News

We’re excited that our CEO, Keren Moynihan has joined Open Banking Expo’s Canadian Advisory Board. Their flagship event will be returning to Toronto on June 15 to share best practice, innovation and opportunity in Canada’s Open Banking...
Boss Insights selected as a finalist in MassChallenge 2023 Fintech Cohort

Boss Insights selected as a finalist in MassChallenge 2023 Fintech Cohort

by Keren Moynihan | Feb 6, 2023 | Articles, Data, Mention

MassChallenge, the global network for innovators, is thrilled to announce the 20 startups invited to participate in the 2023 FinTech cohort. After three rigorous rounds of judging , six FinTech Challenge partners (Columbia Threadneedle Investments, KPMG, IBM &...
Boss Insights Wins the Winter 2023 Top Performer Award in Digital Banking Platforms and Financial Data APIs

Boss Insights Wins the Winter 2023 Top Performer Award in Digital Banking Platforms and Financial Data APIs

by Keren Moynihan | Feb 6, 2023 | Articles, Award, Data, News

Boss Insights is proud to be a winner of the Top Performer award from SourceForge, the world’s largest software reviews and comparison website Boss Insights, a global leading provider of business financial data empowering fintechs, and financial institutions, today...

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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

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

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