Boss Data
Accounting, commerce, payroll data & more … in minutes. Connect seamlessly to the global leading number of SMB, SME and Commercial data sources using our single API so you can deliver a faster and more convenient customer experience
Flexible With All Lending Models
Access to the most robust set of accounting, banking, commerce and other data that does not pigeon-hole you into one lending model – Flexible with SMB, SBA, Commercial loans and more.
How Boss Data Works
Authorization
Business shares data with Lender
API Calls
Lender makes API calls to accounting, banking & commerce data
Decisioning & Servicing
Credit Officers get financial data for real time decisioning & servicing
Broadest Coverage Of Data Sources
Gain clarity into your borrowers' financial health by connecting to the global leading number of accounting, banking, commerce data & more
Accounting, Banking, Commerce & More
Boss Insights integrates applications your business customers use. We add new integrations frequently and support accessing custom databases as well.
Can’t Find A Data Source?
If you’ve searched for a data source in the Search bar above and couldn’t find it, not to worry! Just drop us a request and we will get back to you ASAP.
Interested In Listing Your Data?
There is always a need for more data. If you would like to list your data, just drop us a note.
Boss Data Benefits
Quick & Easy
Quick access to information. Easy to adopt and use
Standardized Data
Remove the complexity of managing various data formats your borrowers provide and get standardized and normalized data instead
Best Customer Experience
Remove your borrowers’ burden of manual data sharing and save their time
Boss Insights Delivers Results
Our solution is proven & trusted by innovative financial institutions globally
Faster Decisioning & Servicing
%
Faster Funding
%
Cost Savings
“We gained 2-3 years of new client relationships in 30-60 days.”
Dustin Phillips, Chief Lending Officer
Revenue Calculator
Lenders, calculate the revenue you’ll make with Boss Insights
Disclaimer: Results are estimates based on the averages of Boss Insights’ clients’ outcomes. Boss Insights Inc. makes no warranty regarding the results as they may vary by institutions and scenarios.
Clients & Partners Testimonials
Partnering with firm such as Boss Insights allows Carver to provide customers with the highest quality of service and is incredibly important in our growth and impact in the market.
Richard Muskus
SVP & CRO
We gained 2-3 years of new client relationships in 30-60 days.
Dustin Phillips
Chief Lending Officer
Boss Insights' data platform [provides] efficient and data-driven service for Our borrowers... [which] allows us to provide value beyond financing and mentorship to the ecosystem.
The Boss Insights’ solution dramatically simplifies the work of loan decisioning, servicing & fraud prevention.
Sanjay Matthew
Head Of Fintech Strategy
We chose a platform that had a track record of demonstrated approvals from the SBA from the first [Paycheck Protection Program - PPP] round.
John Handmaker
Chief SBA Lending Officer
Pricing
Flexible pricing that matches your business needs
Want To Get Started?
Or got a question? Tell us how we can help.
