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
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.