Empower Your Business Clients with Real-Time Financial Data

Collect, analyze & transform actionable financial data to enhance your product offering. Connect to Boss Insights’ global leading access to business customers’ financial data with a single connection to accounting, sales, banking, payroll, tax & more (i.e. Quickbooks, Stripe, SalesForce, etc.) same day & start your technology-driven process.

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Global Leading Data Access

Get access to your customers’ accounting, commerce, banking, payroll, tax data & more by connecting to Boss Insights’ global leading API engine. Increase efficiency & save on costs by automating data collection & ratio calculation process. Enhance customer experience by learning about your client’s needs, interactions & performances.

Boss Decision - Real-Time Insights & Lending Ratios
Boss Decision - Real-Time Insights & Lending Ratios

Real-Time Insights 

With global leading access to SMB & Commercial 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. With automatic transfer & analysis of SMB & Commercial financial income statements, internal teams increase accuracy to reduce time spent on manual entry.

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. 

Stand Out From Competitors with Personalized Offerings 

With a comprehensive view of company performance, stakeholders & internal teams get crucial insights, trends & opportunities to make better business decisions & real-time personalized product offerings at exactly the right time with CFO-in-a-Box.

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