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


Automated Scoring


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.

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

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.

Boss Decision - Real-Time Insights & Lending Ratios
Boss Decision - Portfolio Management

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.

Boss Decision - Real-Time Insights & Lending Ratios
Broker Referral Tracking

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
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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