Instant Insights From Financial Data
Track, visualize & manage money-in & money-out with an automated financial dashboard & global leading access to financial data. Generate cash forecasts with a 360-degree view of your SMB & Commercial business’ financial health.
![Boss-Decision-Hero-Image.png Boss Insights Data - Accounting Commerce Banking Payroll HR Tax Marketing Sales](https://web.bossinsights.com/wp-content/uploads/2022/07/Boss-Decision-Hero-Image.png.webp)
Calculated Ratios & Analysis
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.
![Company-Insights-1.png (1) Boss Decision - Real-Time Insights & Lending Ratios](https://web.bossinsights.com/wp-content/uploads/2022/07/Company-Insights-1.png-1.webp)
![insights-laptop Boss Decision - Add Ons SecureMail eSign](https://web.bossinsights.com/wp-content/uploads/2022/07/insights-laptop.png)
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.
Predict Cash Positions with Accounting & Sales Information
Give businesses cash flow forecasts, benchmarking & personalized data-driven insights. Enhance financial forecasting by integrating configurable ratios & scoring to show business health including revenue, debt, liquidity & customer concentration.
![cashflow Boss Decision - Add Ons SecureMail eSign](https://web.bossinsights.com/wp-content/uploads/2022/07/cashflow.png)
![portfolio75 Boss Decision - Portfolio Management](https://web.bossinsights.com/wp-content/uploads/2021/05/portfolio75.gif)
Portfolio Management
Get a holistic view of all the borrowers you manage in your portfolio, whether it’s a merchant cash advance, revenue-based or bridge financing, or microloan.
Client & Partner Testimonials
Want To Get Started?
Or got a question? Tell us how we can help.