OUR PRODUCTS
BOSS API INTEGRATIONS
Connect to your business customers' accounting data
Connect to your business customers' sales data
Connect to your business customers' banking data
Connect to your business customers Payroll or Tax data
DIGITAL SERVICE PLATFORM
Predict SMB needs
Connecting financial services to their business customers
Auto loan origination scoring & prescreening businesses
Business financial insights, cash flow forecasting & health
Personalized product suggestions based on insights
Example apps and code to help you start faster
API INTEGRATIONS
Financial statements, AR/AP and KPIs
Sales, Subscriptions, Payouts, Shipments
Transactions, Statements, Accounts
Salaries, Benefits, Taxes
DIGITAL SERVICE PLATFORM
Deep customer financial health insights
Branded financial management workflow
Enhance your platform with our insights
Highly personalized insights to retain and engage
Convert your documents into insightful data
Understand SMB customers at scale
Verify across multiple sources
Employee Retention Tax Credit
Verify across multiple sources
Employee Retention Tax Credit
GUIDES
Spreading, Balances...
Check income
Opportunities, Risks...
Configure forms and dashboards
DOCUMENTATION
Developer documentation
API docs
API docs
Snippets to get you started
Two years ago, Boss Insights CEO Keren Moynihan left her career in banking and wealth management in order to start her own company. Here’s how she did it:
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