Real-Time Insights with Boss Analytics

With access to global -leading real-time access to SMB clients’ financial accounting, commerce, payroll, tax data & more (eg. QuickBooks, Xero, Stripe, Square, Shopify, Amazon, etc), Boss Analytics provides business financial insights, cash flow forecasting & an overall view of business health.

Sign Up Contact Sales

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Increased Automation

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Automated Scoring

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Faster Decisions

Faster Credit Renewals

Understand Your Business Health

Boss Decision - Real-Time Insights & Lending Ratios

Real-Time Cash Flow Insights & Lending Ratios

Gain 360 degree view of your financial health with insights & ratios for informed decision making

Boss Analytics Users

Fintechs, commercial businesses & service providers gain data-drive insights for faster business decisions

Fintechs

Private Lenders & Funders

Financial Institutions

SMBs & Commercial Businesses

Payment Companies

Brokers

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Boss Analytics Benefits

1 API, 1000+ Integrations

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

Financial Forecasting

Get access to financial reports, cash flow projections & forecasting

Standardized Data

Simplify managing various data formats to get standardized & normalized data

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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