Commerce API
The Commerce API allows business customers to connect to the account/store that they sell their product or services from. Examples of data include information on their sales, inventory, orders, billing information and more. This data is standardized into reports that can also be downloaded at your convenience.
Access to commerce data is an excellent way for businesses to show revenue, assets, and customers to financial institutions giving a deeper understanding of their financial health and painting a full financial picture.
Example Uses
- Customers
- Shipments
- Sales/Orders
- Balances
- Product inventory
- Subscriptions (including recurring payments)
- Payment methods
Example Data & Documentation
Download examples of accounting data in Excel format below. Visit our documentation for more examples and guides.
Commerce Integrations
Boss Insights integrates with leading sales and commerce software and applications. Please click an integration tile to learn more.
Amazon
API2Cart
Authorize.net
Beanstream Payments
BigCommerce
Billbee
Bitrix24
Capsule CRM
Chargebee
Chargify
Copper
Freshsales
Fusebill
Google Analytics
HubSpot
Keap
Insightly CRM
Magento
Nimble
odoo
PayPal
PayWhirl
Pipedrive
Recurly
Salesforce
Shopify
Square
Stripe
Vend
WooCommerce
Zoho CRM
Zuora
Powerful Widgets and Insights
Customize the Portal with widgets for information and insights at a glance or embed them into your own product
Commerce Data
Quickly and easily download transactions, customers, and invoices data right from the dashboard.
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.