Reconciliation & Audit

Boss API empowers financial teams to reduce time spent in the reconciliation & audit process. Match data across multiple systems (accounting, sales, banking & more) to verify transactions, reconcile financials & monitor cash flow.

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Assess SMB & Commercial Businesses with Global Leading Financial Data

With global leading access to SMB & Commercial businesses accounting, banking, commerce/sales & payroll data in market, gain a 360-degree view of your borrowers’ financial health with insights & ratios for informed decision-making through a single API.

Boss Decision - Real-Time Insights & Lending Ratios

Automated Workflows

Save time & reduce errors on calculations. Track all activities.

Cash Flow Management

Monitor cash flow in real-time with dashboards to model scenarios, projection comparisons & cash forecasts so businesses run smoothly. Enhance financial forecasting by integrating configurable ratios & scoring to show business health including revenue, debt, liquidity & customer concentration.

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Account Reconciliation

Compare data against accounting, sales & banking to identify potential risks & get auto-sent alerts for discrepancies. Sync SMB & Commercial financial data with accounting, commerce & payroll integrations for seamless account attribution.

Easy Set Up

Get started in minutes with a single connection to our API.

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

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