Financial Dashboards For Your Business Customers
Boss Insights CFO-in-a-Box is a dashboard & insights platform that creates ratios, dashboards & insights for your business customers based on their accounting, sales, banking data & more. Create personalized product suggestions. Give businesses cash flow forecasts, benchmarking & personalized data-driven insights.

Offer Personalized Recommendations

Real-Time Cash Flow Insights & Lending Ratios
Businesses gain a 360 degree view of their financial health with insights & ratios enabling them to self select products
CFO-in-a Box Uses
Fintechs, lenders & financial institutions empower SMBs with insights to grow their business
CFO-in-a-Box Benefits

Cash Flow Forecasting
See exactly where cash flow stands every day in every business unit on one dashboard

Business Ratio Calculations
Configurable ratios and scoring to show business health (revenue, debt, liquidity, customer concentration)

Personalized Recommendations
Automated recommendations on financial services product so you can accurately prescribe new products
Client & Partner Testimonials
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