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
Is my personal financial data safe when I share it with Boss Insights?
Absolutely, your security is our top priority. Boss Insights uses state-of-the-art encryption and secure servers to protect your data. We comply with all relevant regulations to ensure your information remains confidential.
How does sharing my financial data benefit me?
By sharing your financial data, you gain a comprehensive view of your finances. This allows for personalized insights, better budgeting, and informed decisions, helping you achieve your financial goals more effectively.
Can I control what financial data is shared with Boss Insights?
Yes, you have complete control over which accounts and data you share. You can choose to link specific accounts or exclude others based on your preferences.
Will sharing my data expose me to unwanted marketing or spam?
No, we respect your privacy. Your data is used solely to provide you with financial insights and will never be shared with third parties for marketing purposes without your consent.