Boss Insights
Understand your business customers' financial data.

About

Understand Your SMB & Commercial Businesses Financial Data.

Your single API connection to the global leading number of accounting, banking, commerce, payroll, tax & more. Access QuickBooks, Xero, Shopify, Stripe, Amazon, etc. Platform to originate, decision & monitor business requests. It’s used by fintechs, private lenders & financial institutions to gain faster funding, faster renewals, automate scoring & 60% cost savings.

Features

- Real-Time Insights: Gain 360 degrees view of your borrowers’ financial health with insights and ratios for informed decision-making. Get access to the broadest coverage of accounting, banking, commerce, payroll data, and more.

- Borrower & Lender Portals: Intuitive & easy-to-use portals that provide a best-in-class user experience for your borrowers & loan officers.

- Account Reconciliation: Compare data against accounting, sales & banking to identify potential risks & get auto-sent alerts for discrepancies.

- Sync Payments to Accounting: Quickly & easily sync business payments with Boss API. Whether it’s QuickBooks, Xero, Sage, Freshbooks, or any one of our additional accounting integrations, business customers will reduce processing expenses & save time while increasing profitability.

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