Data-Driven Actions with Boss Decision & Monitor

A white labeled digital platform connecting financial service providers & business customers. Collects real-time information, automates scoring & provides a client & portfolio view for 51% faster decisions, 100% automated scoring, 5x faster monitoring/renewals & 60% cost savings


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Increased Automation


Automated Scoring


Faster Decisions

Faster Credit Renewals


Flexible pricing that matches your business needs

Borrower & Lender Portals

Intuitive and easy-to-use portals that provide best-in-class user experience for your borrowers & loan officers.

Lender Borrower Portals
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Real-Time Insights & Lending Ratios

Gain 360 degree view of your borrowers’ financial health with insights & ratios for informed decision making & loan monitoring. Get access to the broadest coverage of accounting, banking, commerce/sales, payroll data & more.


Portfolio Management & Insights

With a comprehensive view of company performance, stakeholders & internal teams get crucial insights, trends, & opportunities to make better business decisions – real time alerts for personalized product offerings and warning signals.

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SecureMail & eSign

Enhance your lending monitoring process with additional features

Communicate securely with your borrowers & access all application-related messages in one spot

Sign your documents securely & easily


Launch New Scoring Models

Access financial models in real-time & predict outcomes with Decision & Monitor. Discover new business opportunities, audiences & avoid potential losses with financial data.

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Boss Decision - Real-Time Insights & Lending Ratios

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 Offerings

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 & personalized product recommendations seamless.

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 Boss Decision & Monitor Users

Fintechs, private lenders, financial institutions, payment companies & brokers gain real-time financial insights to proactively recommend products and services to delight borrowers

Boss Decision & Monitor Benefits

Quick & Easy

No IT or coding required

Best Customer Experience

Give personalized offers based on your customers’ financial health 

Fully Digital

Businesses complete the process online


Client & Partner Testimonials

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