Financial Institutions: Enhance Business Banking With Financial Data

Provide personalized service with access to global-leading accounting, sales, banking, payroll & tax data. Relationship managers gain access to automated ratios & product suggestions available by business & portfolio alerts for product recommendations & early warning signals.

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Increased Automation

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Automated Scoring

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Faster Decisions

Faster Credit Renewals

Borrower & Lender Portals

Intuitive & easy-to-use portals that provide a best-in-class user experience for your borrowers & loan officers.

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.

Self Service & Personalized Offerings

See business customers’ financial information & calculate ratios in a single platform anytime, anywhere with CFO-in-a-Box. Making daily operating activities like loans, payments & personalized product recommendations seamless.

Rank & Assess Portfolio Stack in Real Time

Assess portfolio risk at a glance with access to SMB & Commercial financial dashboards, allowing relationship managers to quickly identify risks & prioritize follow-ups.

Account Reconciliation

Compare data against accounting, sales & banking to identify potential risks & get auto-sent alerts for discrepancies.

Cash Flow Insights

With real-time accounting data insights added to your platform, help clients quickly understand potential cash flow with scenarios, projection comparisons & cash forecasts to keep their business running smoothly.

Benefits for Financial Institutions

1 API, 1000+ Integrations

Global leading access to accounting, banking, commerce, payroll, tax & more.

Standardized Data

Simplify managing various data formats to get standardized & normalized data.

Real-Time Access

Real-time data for an updated view of your customers.

Data Sources

Connect to the broadest coverage of data sources

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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"

OKR Financial

"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”

RevTek Capital

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