Enhance Business Operations & Monitor Cash Flow with Real-Time Financial Data

Easily manage daily operations & identify potential cash flow risks. Lend more confidently with insights generated from Boss Insights’ global leading access to business customers’ financial data with a single connection to accounting, sales, banking, payroll, tax & more (i.e. Quickbooks, Stripe, SalesForce, etc.)


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Understand Business Cash Flow

Identify clients with cash flow problems & potential loan defaults with 360-degree views of your business clients’ financial health.


Boss Decision - Real-Time Insights & Lending Ratios
Boss Decision - Real-Time Insights & Lending Ratios

Generate Cash Flow Projections

With real-time accounting data insights added to your platform, help clients quickly understand potential cash flow with scenarios, projection comparisons & cash forecasts to keep their business running smoothly.

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.

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