Financial Institutions Fund More Business

Boss Insights provides banks and credit unions with the data needed to better serve members and customers. Accelerate lending, funding, and payment services for SMBs with a single connection to accounting, commerce, payroll, and tax data.

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Faster Credit Renewals

%

Faster Decisions

%

Cost Savings

Borrower & Lender Portals

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

Lender Borrower Portals
Boss Decision - Real-Time Insights & Lending Ratios

Real-Time Insights & Lending Ratios

Gain 360 degree view of your borrowers’ financial health with insights and ratios for informed decision making and loan monitoring. Get access to the broadest coverage of accounting, banking, commerce, payroll data and more

Portfolio Management

Get a holistic view of all the borrowers you manage in your portfolio

Boss Decision - Portfolio Management

White-Labeled Solution

Create a user experience branded to your organization that your customers will trust

Boss Originate - White Labeled Solution
Boss Decision - Add Ons SecureMail eSign

Add-Ons: SecureMail & eSign

Enhance your loan monitoring process with additional features

SecureMail
Communicate securely with your borrowers and access all application-related messages in one spot

eSign
Sign your documents securely and easily

Financial Institution Use Cases

Boss Insights’ solution is flexible with a number of financial institution use cases

Best Client Experience 

1 API, 1000+ Integrations

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

Standardized Data
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

Client & Partner Testimonials

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