Streamline Digital Lending
Lenders & brokers accelerate all business lending stages: prequalification, scoring, decisioning, monitoring & credit renewals with access to real-time business financial data.
Assess SMB & Commercial Businesses with Global Leading Financial Data
With global leading access to SMB & Commercial businesses 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.
Deploy in Days, Not Weeks
A white-labeled solution that simplifies small business lending. A single API & Lending Platform so you can deploy in days, without putting the development onus on your team.
Integrated Dashboards & Aggregated Portfolio View
Track applicants in your pipeline at every stage with a centralized client dashboard & aggregated portfolio view.
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.
Supported SMB Data
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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