Banking API
The Banking API provides access to real-time data that is then standardized so you can analyze and understand the income and expenses of your business clients. This API will provide access to data such as account information, balances, transactions and more. Using the integrations that we offer, your customer can connect to whichever banking provider they use. This means that regardless of your business customers’ banks, the Banking API is able to extract financial information reliably to be utilized and analyzed. We also understand that banking data is sensitive information, so we ensure that the data is encrypted and protected in all states including when being transferred or accessed.
With the added benefit of transaction matching/reconciliation, our automated software can compare and match bank transactions with accounting transactions to improve the accuracy of your data. This saves you and your business customers time and gives peace of mind by removing the potential for error with manual entry.
Example Data & Documentation
Download examples of banking data in Excel format below. Visit our documentation for more examples and guides.
View Transactions & Payments
- Transactions
- Account balances
- Account types
- Account information
Banking Integrations
Boss Insights integrates with leading banking software and applications. Please click an integration tile to learn more.
MX
Envestnet Yodlee
Powerful Widgets and Insights
Customize the Portal with widgets for information and insights at a glance or embed them into your own product
Bank Balances
- View both the total bank balance or balances by account.
- Easily zoom in/out to a specific date, pan the chart, or download it as either an .svg, .png, or .csv.
Bank Accounts
- View connected bank accounts and filter by either bank, account, or balance.
- Quickly download transactions as an excel file.
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.