Automated Expense Management
Sync credit card & business transactions to accounting software (Quickbooks, Zero, Sage & more) with Boss API.
Compare data against accounting, sales & banking to identify potential risks & get auto-sent alerts for discrepancies. Sync SMB & Commercial financial data with accounting, commerce & payroll integrations for seamless account attribution.
Real-Time Insights & Lending Ratios
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. With automatic transfer & analysis of SMB & Commercial financial income statements, internal teams increase accuracy to reduce time spent on manual entry.
Global Leading Data Coverage
Boss Insights provides global leading access to SMB & Commercial data with a single connection to accounting, sales, banking, payroll, tax & more (i.e. Quickbooks, Stripe, SalesForce). Regardless of which accounting software you use, we have you covered.
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”
Want To Get Started?
Or got a question? Tell us how we can help.