Developers

Looking for standardized access to your customers’ financial information?

Integrate Boss Insights workflows into your own platform to add unique financial data access capabilities or build on top of our platform.

Get instant access to API keys and start building with Boss Insights FREE sandbox account.

Developers Code API
Developers Code API

API Documentation

Boss Insights provides a common data model to access various business objects in a uniform way. Data from various apps businesses use is mapped and standardized, so you can query it consistently while providing full traceability to the original source data.

Introduction

Getting Started

All objects and Postman collection

Embedded

Quickly add access to standardized financial data  to your existing platform. Leverage our UI widgets to accelerate the build time for your project.

Account Link

Account Mapping

Platform

Extend the portal platform with new data types and workflows. Tailor the UI to fit your brand guidelines and goals.

Data Model

Workflow

Chart of Accounts

User Interface

Support

Helpdesk
Get support when you need it

Platform Status
Get notified of scheduled maintenance

Platform Documentation
Guides for end users

Slack

Join the Boss Insights Developers on Slack and get answers directly

https://bossdevelopers.slack.com/signup