Neobanks: Launch Your Business Banking Platform Today

Deploy today with our white-labeled platform for business lending, banking, payments & business insights. Arm your team with data-driven alerts & dashboards to get a competitive edge in market & accelerate growth.

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Increased Automation

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Automated Scoring

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Faster Decisions

Faster Credit Renewals

Assess SMB & Commercial Businesses with Global Leading Financial Data

With global leading access to SMB & Commercial businesses accounting, banking, commerce/sales & payroll data in market, gain a 360-degree view of your borrowers’ financial health with insights & ratios for informed decision-making through a single API.

White Labelled Platform For Your Neobank & Business Clients

Create a user experience for your neobank & your business customers branded to your organization.

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.

Boss Decision - Real-Time Insights & Lending Ratios

Account Reconciliation

Compare data against accounting, sales & banking to identify potential risks & get auto-sent alerts for discrepancies.

Automated Financial Spreading, Covenant Monitoring & Credit Renewals

Automatic transfer & analysis of SMB & Commercial financial income statements, account reports & cash flow statements. Internal teams increase accuracy to reduce time spent on manual entry.

Boss Decision - Add Ons SecureMail eSign

Launch New Scoring Models

Access financial models in real-time & predict outcomes with Decision & Monitor. Discover new business opportunities, audiences & avoid potential losses with financial data.

Benefits for Neobanks

Serve More Businesses

Develop products to serve new customers or offer additional products to those existing with our fast & scalable white-labeled solutions.

Deploy New Products Quickly

Launch solutions in minutes, not months, ranging from business credit & lending to BNPL & payments with our API.

Real-Time Personalized Offers

Get critical insights, developments & opportunities to help you make smarter business decisions at scale.

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

Want To Get Started?

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