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.
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.
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.
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.
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"
"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”
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