Deploy Personalized Marketing Campaigns at Scale

Generate ratios, dashboards & insights for your business customers based on their accounting, sales, banking data & more with CFO-in-a-box. Create personalized product suggestions based on data-driven insights.

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Increased Automation

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Automated Scoring

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Faster Decisions

Faster Credit Renewals

Access SMB & Commercial Businesses Financial Data

Unlock global leading access to SMB & Commercial businesses accounting, banking, commerce/sales, payroll data & more to fuel personalized marketing campaigns

Boss Decision - Real-Time Insights & Lending Ratios

Comprehensive Portfolio View by Segment

Boss Insights’ platform provides a 360-degree view of your business clients’ performance, segmenting them according to categories. Transform customer insights into marketing campaigns by learning about your clients’ issues & needs.

Real-Time Insights

Gain a 360-degree view of your borrowers’ financial health with insights & ratios for informed decision-making through a single API. With automatic transfer & analysis of SMB & Commercial financial income statements, internal teams increase accuracy to reduce time spent on manual entry.

SecureMail

Generate, manage, monitor & communicate your customers’ business-related personalized messages all in one place, with SOC2 Type2 compliance to guard security.

Stand Out From Competitors with Personalized Offerings

With a comprehensive view of company performance, stakeholders & internal teams get crucial insights, trends & opportunities to make better business decisions & real-time personalized product offerings at exactly the right time with CFO-in-a-Box.

Data Sources

Connect to the broadest coverage of data sources

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Client & Partner Testimonials

"We gained 2-3 years of new client relationships in 30-60 days"

Dustin Phillips, Chief Lending Officer

“Boss Insights dramatically simplifies the work of loan decisioning, servicing & fraud prevention”

Sanjay Matthew, Head Of Fintech Strategy

"Boss Insights allows Carver to provide customers with the highest quality of service"

Richard Muskus, SVP & CRO

"Boss Insights' data platform allows us to provide value beyond financing and mentorship to the ecosystem"

OKR Financial

"A seamless solution to gather real-time information of business members"

Curtis Anderson, VP Business Lending

"Boss Insights' cutting-edge tech empowered us to offer a seamless experience for business owners"

John Handmaker, Chief SBA Lending Officer

“Boss Insights is incredibly responsive, solution orientated and grew the platform as our requirements expanded.”

Roy Ferman, CEO

“Amazing digital lending platform, serves SMBs and Commercial Businesses - great access to real time accounting, commerce/sales and banking data”

RevTek Capital

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