Lenders Accelerate SMB Funding

Accelerate lending, funding, and payment services for SMBs with a single connection to accounting, commerce, payroll, and tax data.  Boss Insights provides a 360-degree view of business customers’ financial health, taking business lending from months to minutes. 

Boss Decision - Hero Banner

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

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

Sign your documents securely and easily

Lender Use Cases

Boss Insights’ solution is flexible with a number of lender 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

Want To Get Started?

Or got a question? Tell us how we can help.

By submitting this form, I agree to Boss Insights’ Privacy Policy