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OUR PRODUCTS

Build financial products for your SMB & Commercial business customers
Global Coverage
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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
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SUPPORT
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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

DEVELOPERS

The fast track for SMB data access

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Financial Analysis

Spreading, Balances...

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Check income

Business Insights

Opportunities, Risks...

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Configure forms and dashboards

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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.
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Boss Insights On FinTECHTalents’ Virtual Open Finance Panel: From Open Banking To Open Accounting

by Keren Moynihan | Dec 10, 2020 | Event, News

FinTECHTalents Virtual Open Finance Panel

On a panel at FinTECHTalents‘ Virtual Open Finance, Boss Insights‘ Keren Moynihan, CCBank‘s Dustin Phillips and Kompasbank’s Michael Hurup Andersen chat with FinTECHTalents’ Lisa Moyle about how real-time data access empowers banks to compete, transitioning from open banking to open accounting.

Watch the session here.

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Use Cases

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  • Financial Institutions
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  • Brokers
  • Private Lenders & Funders

Products

  • Analytics and Monitoring
  • Customer Portal
  • Embedded
  • Engage
  • Transmute
  • Accounting & Finance API
  • Sales & Commerce API
  • Banking API
  • Payroll API
  • Personal Edition

Resources

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  • Pricing
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Company

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