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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Boss Insights Data - Accounting Commerce Banking Payroll HR Tax Marketing Sales

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

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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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

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