Accounting API
Our Accounting API seamlessly connects your systems to your customers’ accounting software. This powerful tool standardizes data access, allowing you to extract data reliably and efficiently from a wide variety of accounting systems. This means regardless of the accounting software your customers use, you can consistently access valuable financial data in a format that is uniform and easy to work with. Additionally, the API is developed with a focus on security, ensuring that sensitive financial data is accessed and transferred with the highest levels of encryption and data protection protocols.
The Accounting API doesn’t just provide access to raw data; it is also integrated with robust analytics capabilities. You can use it to generate a wide range of financial ratios and key performance indicators (KPIs) that provide deep insights into your customers’ financial health. The API allows you to calculate ratios like liquidity, solvency, profitability, and efficiency in real time, equipping you with the data needed to make informed decisions. This level of insight can be instrumental in identifying trends, making accurate forecasts, and understanding the financial trajectory of your clients, giving you a distinct competitive advantage.
Example Data & Documentation
Download examples of accounting data in Excel format below. Visit our documentation for more examples and guides.
Example Uses
- Financial ratios – DSCR, fixed charge coverage ratio
- Financial plans – Revenue-to-plan, OPEX-to-plan
- Financial statements – Balance sheet, profit & loss statement
- AR/AP – Aged receivables, credits & offsets
- Transactions – A detailed general ledger
Accounting Integrations
Boss Insights integrates with leading accounting software and applications. Please click an integration tile to learn more.
Dynamics 365 Business Central
FreeAgent
Freshbooks
NetSuite
QuickBooks Online
Sage Business Cloud Accounting
Sage 50Cloud
Wave Accounting
Xero Accounting
Zoho Books
Powerful Widgets and Insights
Customize the Portal with widgets for information and insights at a glance or embed them into your own product
Balance Sheet
- View the balance sheet in this widget with the ability to sync in real time
- Download financials as an excel file
Income and Expenses Chart
- A pre-built chart to view your income and expenses over a custom time period
Cash and Net Income
- Custom chart displaying Cash and Net Income data over a time period including a 3 month forecast
Looking For More?
Check out our different APIs and integrations below! You can also visit our developer documentation.
FAQ
Will businesses share their financial data?
Businesses are increasingly recognizing the value of sharing their data in exchange for superior financial services and advice. By providing access to their financial and commercial data, they enable service providers to gain a comprehensive understanding of their financial health. This detailed insight facilitates tailored advice, precise forecasting, and improved financial outcomes for the business while driving growth and profitability for the service provider.
How reliable are the data connections?
Our token-based API connections offer a reliable and superior experience by ensuring secure, real-time, and consistent access to data, which is a marked improvement over older screen scraping technology known for its inefficiency and vulnerability to errors.
What if my customer isn't using an app to manage their business?
Our platform also accommodates less technically savvy customers by allowing the upload of financial documents such as PDFs of financial statements and bank transactions. Our advanced parsing technology extracts and structures data from these documents, transforming raw data into actionable insights.
This means even if your customer isn't using an app to manage their business, you can still gain a comprehensive understanding of their financial status and provide a tailored service. This inclusive feature ensures that you can serve a wider range of customers, enhancing the adaptability and effectiveness of your services.
Why not just build what we need ourselves?
Drawing from our extensive experience, we understand the significant work and complexity involved in managing diverse data models and handling edge cases, and with our ongoing commitment to enhancing and maintaining our software, we alleviate these challenges, enabling you to focus on your core business tasks.