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OUR PRODUCTS

Build financial products for your SMB & Commercial business customers
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BOSS API INTEGRATIONS

Accounting & Finance API

Connect to your business customers' accounting data

Sales & Commerce API

Connect to your business customers' sales data 

Open Banking API

Connect to your business customers' banking data

Payroll & Tax API

Connect to your business customers Payroll or Tax data

DIGITAL SERVICE PLATFORM

Marketing Personalization

Predict SMB needs

Decision & Monitor

Connecting financial services to their business customers

Originate

Auto loan origination scoring & prescreening businesses

Analytics

Business financial insights, cash flow forecasting & health

CFO-in-a-box

Personalized product suggestions based on insights

GETTING STARTED
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SUPPORT
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API INTEGRATIONS

Accounting & Finance API

Financial statements, AR/AP and KPIs

Sales & Commerce API

Sales, Subscriptions, Payouts, Shipments

Banking API

Transactions, Statements, Accounts

Payroll API

Salaries, Benefits, Taxes

DIGITAL SERVICE PLATFORM

Analytics & Monitoring

Deep customer financial health insights

Customer Portal

Branded financial management workflow

Embedded

Enhance your platform with our insights

Engage

Highly personalized insights to retain and engage

Transmute

Convert your documents into insightful data

BY INDUSTRY
Neobanks

Understand SMB customers at scale

Fintechs
SMB financial data API
Private Lenders & Funders
Accurate data for credit assessments
Financial Institutions
Stack rank your SMB portfolio
Payment Providers
Sync expenses with accounting apps
Brokers
Qualify & approve automatically
USE CASES
Credit Worthiness
Full financial history
Digital Lending
Automate business lending
Monitoring & Credit Reviews
Automate financial analysis
Alternative Financing
New data to fuel credit decisions
Business Intelligence
Identify opportunities
Marketing Personalization
Predict SMB needs
Expense Management
Sync to accounting
Reconciliation and Audit

Verify across multiple sources

Cashflow Management
Predict risks
Risk Analysis
Identify potential defaults
ERTC

Employee Retention Tax Credit

Reconciliation & Audit

Verify across multiple sources

Cashflow Management
Predict risks
Risk Analysis
Identify potential defaults
ERTC

Employee Retention Tax Credit

DEVELOPERS

The fast track for SMB data access

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Financial Analysis

Spreading, Balances...

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Check income

Business Insights

Opportunities, Risks...

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Configure forms and dashboards

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COMPANY
Boss Insights provides Business Data As A Service bridging data gaps between banks and business customers. Our single API gives real time access to the broadest coverage of data sources in minutes.
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Security & Privacy
Understand how we maintain your trust
Using Data to Empower Lenders & Serve SMBs

Using Data to Empower Lenders & Serve SMBs

by Keren Moynihan | Mar 1, 2022 | Articles, Lending, News

Late February, Keren hosted a webinar to discuss the current problems in business lending and how data empowers lenders to properly delight and serve SMBs How to Get Your SMBs Access to Capital – NOW! Traditionally, SMB lending has been a manual process that...
Boss Insights Featured in Smarter Loans’ FinTech Lender Study 2022

Boss Insights Featured in Smarter Loans’ FinTech Lender Study 2022

by Keren Moynihan | Feb 3, 2022 | Articles, Lending, Mention, News

Smarter Loans’ 2022 Fintech Lending Study gathered responses from 2462 Canadian business borrowers. What did they find? OVERALL RATING OF INDUSTRY The overall rating for the Canadian Lending Industry has gone up to 68% from 66% in 2020. Loan industry ratings are up...
3 Emerging Lending Trends That Will Change Business Loan Processes

3 Emerging Lending Trends That Will Change Business Loan Processes

by Keren Moynihan | Nov 29, 2021 | Articles, Lending

The COVID-19 pandemic has further highlighted the crucial role of the lending industry. With so many businesses and individuals needing a lifeline, lenders had to step up by making their services more accessible and by creating new business models. And despite the...

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Use Cases

  • Fintechs
  • Financial Institutions
  • Payment Providers
  • Brokers
  • Private Lenders & Funders

Products

  • Analytics and Monitoring
  • Customer Portal
  • Embedded
  • Engage
  • Transmute
  • Accounting & Finance API
  • Sales & Commerce API
  • Banking API
  • Payroll API
  • Personal Edition

Resources

  • Case Studies
  • Revenue Calculator
  • Pricing
  • Developers Portal
  • Features
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Company

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  • Support
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  • Contact Us

Use Cases

  • Fintechs
  • Financial Institutions
  • Payment Providers
  • Brokers
  • Private Lenders & Funders

Products

  • Analytics and Monitoring
  • Customer Portal
  • Embedded
  • Engage
  • Transmute
  • Accounting & Finance API
  • Sales & Commerce API
  • Banking API
  • Payroll API
  • Personal Edition

Resources

  • Case Studies
  • Revenue Calculator
  • Pricing
  • Developers Portal
  • Features
  • Pilot Kit
  • Talk to an Expert

Company

  • About Us
  • Partners
  • Careers
  • Boss Blog
  • Support
  • Documentation
  • Service Status
  • Security & FAQ
  • Trust Center
  • Privacy Policy
  • Request a Demo
  • Contact Us

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