Thanks to Amber Mac (AmberMac Media Inc.) , Arjola Xhameta and EY for help preparing!
Boss Insights’ co-founder at Dx3 speaking with Mark Bunting
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OUR PRODUCTS
Build financial products for your SMB & Commercial business customers
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
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
Transmute
Convert your documents into insightful data
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
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
COMPANY
Boss Insights provides Business Data As A Service bridging data gaps between banks and business customers. Our single API gives real time access to the broadest coverage of data sources in minutes.
LEARN MORE
About Us
Who we are and what drives us
Careers
Join our world-class team
Blog
Latest news and product announcements
Become a Partner
Join us in creating a better financial future for SMBs
Security & Privacy
Understand how we maintain your trust