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OUR PRODUCTS

Build financial products for your SMB & Commercial business customers
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BOSS API INTEGRATIONS

Accounting & Finance API

Connect to your business customers' accounting data

Sales & Commerce API

Connect to your business customers' sales data 

Open Banking API

Connect to your business customers' banking data

Payroll & Tax API

Connect to your business customers Payroll or Tax data

DIGITAL SERVICE PLATFORM

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Financial statements, AR/AP and KPIs

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Sales, Subscriptions, Payouts, Shipments

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Salaries, Benefits, Taxes

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BY INDUSTRY
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Boss Insights provides Business Data As A Service bridging data gaps between banks and business customers. Our single API gives real time access to the broadest coverage of data sources in minutes.
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The Challenging Path Ahead for Banks in the Small-Business Realm

The Challenging Path Ahead for Banks in the Small-Business Realm

by Keren Moynihan | Oct 14, 2022 | Articles, Event, Mention, News

NASHVILLE, Tenn. — Banks are scrambling to adjust as digital technologies pioneered by payment companies and other nonbanks intensify competition for small-business customers. At American Banker’s Small Biz Banking Conference this week in Nashville, Tennessee,...
‘Digital Loan Origination: Better Late Than Never’ – Boss Insights Featured in Forbes Article

‘Digital Loan Origination: Better Late Than Never’ – Boss Insights Featured in Forbes Article

by Keren Moynihan | Mar 29, 2022 | Articles, Mention

Boss Insights is thrilled to be mentioned by Forbes’ Ron Shevlin as part of one of 2022’s hottest banking technologies – digital loan origination. Digital loan origination speeds up business lending by streamlining loan origination. Loan origination is the...
Boss Insights Featured in Smarter Loans’ FinTech Lender Study 2022

Boss Insights Featured in Smarter Loans’ FinTech Lender Study 2022

by Keren Moynihan | Feb 3, 2022 | Articles, Lending, Mention, News

Smarter Loans’ 2022 Fintech Lending Study gathered responses from 2462 Canadian business borrowers. What did they find? OVERALL RATING OF INDUSTRY The overall rating for the Canadian Lending Industry has gone up to 68% from 66% in 2020. Loan industry ratings are up...
Boss Insights Highlighted in the Open Future World Second Case Studies E-Book

Boss Insights Highlighted in the Open Future World Second Case Studies E-Book

by Keren Moynihan | Sep 27, 2021 | Mention, Mention, News

Case Study As Featured by Open Future World Access to businesses’ real-time financial data is necessary to service business customers effectively. Today, it is gathered manually making it costly and time-consuming. In the past, businesses tolerated this. To be...
Econotimes: Boss Insights Addresses Growing Technologies In The Investment Market

Econotimes: Boss Insights Addresses Growing Technologies In The Investment Market

by Keren Moynihan | Aug 6, 2021 | Investing, Mention

Article As Featured on Econotimes The volume of retail investors actively trading today is growing exponentially, but as we saw in the midst of the GameStop saga, they’re still having to get by without the protection they need to trade as freely as their institutional...
Canadian Lenders Association: Boss Insights Addresses Credit Invisibility

Canadian Lenders Association: Boss Insights Addresses Credit Invisibility

by Keren Moynihan | Jul 29, 2021 | Data, Mention

Article As Featured by Canadian Lenders Association on LinkedIn and deBanked | By Tal Schwartz and Lily Cook Recent research by PERC has highlighted the issue of credit invisibility in Canada, defined as “persons with either no account payment history in their credit...
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Use Cases

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Products

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Use Cases

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  • Financial Institutions
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  • Brokers
  • Private Lenders & Funders

Products

  • Analytics and Monitoring
  • Customer Portal
  • Embedded
  • Engage
  • Transmute
  • Accounting & Finance API
  • Sales & Commerce API
  • Banking API
  • Payroll API
  • Personal Edition

Resources

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  • Pricing
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  • Pilot Kit
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Company

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