Boss Insights
  • Products
    • API Integrations
      • Accounting & Finance API
      • Sales & Commerce API
      • Banking API
      • Payroll API
    • Digital Service Platform
      • Analytics and Monitoring
      • Customer Portal
      • Embedded
      • Engage
  • Resources
    • Getting Started
      • Talk to an Expert
      • Pilot Kit
      • Case Studies
    • For Developers
      • Documentation
      • API Reference
      • Code Samples
    • Support
  • Company
    • About Us
    • Careers
    • Partners
    • Security
    • Contact Us
  • Sign In
    • USA
    • Canada
    • UK
Select Page

OUR PRODUCTS

Build financial products for your SMB & Commercial business customers
Global Coverage
Our Integrations
Pricing

BOSS API INTEGRATIONS

Accounting & Finance API

Connect to your business customers' accounting data

Sales & Commerce API

Connect to your business customers' sales data 

Open Banking API

Connect to your business customers' banking data

Payroll & Tax API

Connect to your business customers Payroll or Tax data

DIGITAL SERVICE PLATFORM

Marketing Personalization

Predict SMB needs

Decision & Monitor

Connecting financial services to their business customers

Originate

Auto loan origination scoring & prescreening businesses

Analytics

Business financial insights, cash flow forecasting & health

CFO-in-a-box

Personalized product suggestions based on insights

GETTING STARTED
Talk to an Expert
Get a FREE consultation to understand your needs in a no commitment, no sales pressure environment
Pilot Kit
Your guide to successfully planning an SMB project based on Boss Insights
Case Studies
Read about our customers success
FOR DEVELOPERS
Documentation
Guides and How-to articles for developers
API Reference
A complete list of our data API endpoints
Code Samples

Example apps and code to help you start faster

Support
Configuration and integration technical questions

API INTEGRATIONS

Accounting & Finance API

Financial statements, AR/AP and KPIs

Sales & Commerce API

Sales, Subscriptions, Payouts, Shipments

Banking API

Transactions, Statements, Accounts

Payroll API

Salaries, Benefits, Taxes

DIGITAL SERVICE PLATFORM

Analytics & Monitoring

Deep customer financial health insights

Customer Portal

Branded financial management workflow

Embedded

Enhance your platform with our insights

Engage

Highly personalized insights to retain and engage

BY INDUSTRY
Neobanks

Understand SMB customers at scale

Fintechs
SMB financial data API
Private Lenders & Funders
Accurate data for credit assessments
Financial Institutions
Stack rank your SMB portfolio
Payment Providers
Sync expenses with accounting apps
Brokers
Qualify & approve automatically
USE CASES
Credit Worthiness
Full financial history
Digital Lending
Automate business lending
Monitoring & Credit Reviews
Automate financial analysis
Alternative Financing
New data to fuel credit decisions
Business Intelligence
Identify opportunities
Marketing Personalization
Predict SMB needs
Expense Management
Sync to accounting
Reconciliation and Audit

Verify across multiple sources

Cashflow Management
Predict risks
Risk Analysis
Identify potential defaults
ERTC

Employee Retention Tax Credit

Reconciliation & Audit

Verify across multiple sources

Cashflow Management
Predict risks
Risk Analysis
Identify potential defaults
ERTC

Employee Retention Tax Credit

DEVELOPERS
The fast track for SMB data access
Get API Keys

GUIDES

Financial Analysis

Spreading, Balances...

Income Verification

Check income

Business Insights

Opportunities, Risks...

Forms and Dashboards

Configure forms and dashboards

DOCUMENTATION
Documentation

Developer documentation

API Reference

API docs

API Reference

API docs

Code Samples

Snippets to get you started

GET ASSISTANCE
Developer Support

Ask a Boss

API Status

Check for any outage