Accelerate Business Growth with Alternative Financing

Fund more SMB & Commercial businesses with accounting, sales, banking & more scored in real-time. Support different types of alternative financing: invoice factoring, term loans, revenue-based financing, buy now pay later (BNPL), venture debt & merchant cash advance.

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Boss Insights Data - Accounting Commerce Banking Payroll HR Tax Marketing Sales

Serve More SMBs With Financial Data

Serve more inclusively with access to global leading financial data from accounting, sales, banking, payroll, tax, and more (i.e. Quickbooks, Stripe, SalesForce, etc.), removing sole reliance on traditional financial statements.

Boss Decision - Real-Time Insights & Lending Ratios

Faster Business Lending With Boss Originate

Automating the loan origination process by scoring & prescreening business borrowers & tracking referrals with Boss Originate.

Rank & Assess Portfolio Stack in Real Time

Assess portfolio risk at a glance with access to SMB & Commercial financial dashboards, allowing relationship managers to quickly identify risks & prioritize follow-ups with Decision & Monitor.

Cash Flow Insights

With real-time accounting data insights added to your platform, help clients quickly understand potential cash flow with scenarios, projection comparisons & cash forecasts to keep their business running smoothly.

Self Service & Personalized Offers

See business customers’ financial information & calculate ratios in a single platform anytime, anywhere with CFO-in-a-Box. Making daily operating activities like loans, payments & offering personalized products easy.

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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