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
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.