Close Data Gaps
With A Single API
Normalized Insights From Accounting (Quickbooks), Sales (SalesForce), Billing (Stripe) & More. Gather realtime information when required, processing 50% more loans.
Ideal For
Banks
Accelerated Lending & Reduced Risk
Credit Unions
Digitize Instantly With A Member First Approach
Alternative Lenders
Instant Access To Alternative Data
Global Leading Access To
Accounting, Banking & Commerce Data
Banks, Credit Unions & Private Lender Benefits
Boss Insights… is helping banks handle unprecedented demand through their automated, end-to-end platform
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 client and enabling them to put clients first and delight them. The API hub pulls data from over 800 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.
Finovate NY Live Demo
Boss Insights demonstrates accessing normalized accounting data in <10 seconds at Finovate New York