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Accelerate Business Lending and Servicing From Months To Minutes

The Boss Insights single API provides real time business and financial data to banks, credit unions and private lenders. By closing data gaps on demand, Boss Insights enables lenders to make faster business lending decisions for your customers.

The single API integrates accounting, banking and commerce data providing insights that are proven to help lenders to:

  • Achieve 80% faster decisioning, covenant monitoring, credit renewals.
  • Gather real-time business information on demand.
  • Implement digital transformation of operations.
  • Reduce costs by eliminating manual reviewing.
  • Reduce risks with better portfolio health.

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Ideal For

Banks

Accelerated Lending & Reduced Risk

Credit Unions

Digitize Instantly With A Member First Approach

Alternative Lenders

Instant Access To Alternative Data

Need Access To Traditional and Alternative Financial Data and Insights?

 
Boss Insights provides Business Data as a Service with a single API to capture real time business financial data (Quickbooks, Salesforce, Stripe, etc.) to revolutionize your lending business with the latest technology. The portal gathers first party entered and third party verified information to give you the flexibility to serve your SMB, Commercial and Venture Debt customers.

 

Global Leading Access To
Accounting, Banking & Commerce Data

 

  • Accounting
  • Banking
  • Commerce

 


Banks, Credit Unions & Private Lender Benefits

We gained the opportunity for 2-3 years of new client relationships in 30-60 days… having a partner like Boss Insights to provide us with the resources to become more efficient helped solve the problem.

Dustin Phillips, Chief Lending Officer CC Bank

Success Stories

Accelerated SMB & Commercial Decisioning

 
Boss Insights’ single API gives lenders a complete business customer view, increasing personalized sales opportunities and accelerating business lending from months to minutes. We provide banks, credit unions and private lenders with a real time understanding of their business clients and enable them to put clients first and delight them. The API hub pulls data from hundreds of APIs providing structured data to the core for flexible functionality by your internal teams.

  • Normalized Accounting, Business & Commerce Data.
  • Financial Statements & Metrics: Income Statement, Balance Sheet, Cashflow, Gross Revenue, Net Income, Assets, Liabilities.
  • Accounting Ratios: Debt Service Coverage, Loan To Value, Leverage, Current Ratio, Quick Ratio, and more.
  • Cash Metrics: Sales, Average Cash Balance, Trends, Cash Inflows & Outflows.
  • Financial Forecasting.
  • Alternative Data: Sales, Billing, Cash Based Lending Metrics and more.
  • Venture Debt Metrics: Churn, CAC, LTV.
  • Data for Scoring & Decisioning.
  • Portals for Borrowers & Lenders.
  • Increased Revenue Generation: FX, Cash Management, Deposits, Treasury, Group Solutions, etc.

Boss Insights Demo

Finovate NYC Boss Insights Demo Video

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Instant Access To Normalized Data

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