Boss Insights

Boss Insights builds software that lets financial services firms pull their business customers' financial data through a single API. Banks, lenders and other providers use it to understand small and commercial business customers and to build financial products around that data.

What Boss Insights does

• Accounting and finance API: financial statements, receivables, payables and KPIs from accounting systems.
• Sales and commerce API: sales, subscriptions, payouts and shipments from commerce platforms.
• Banking, payroll and tax APIs: connections to customers' bank, payroll and tax records.
• Lending platform: tools to originate, decide on and monitor business credit requests, including prescreening and scoring.
• Financial insights: cash flow forecasting, business health measures and personalised product suggestions.
• Developer resources: guides, endpoint listings, sample apps and code snippets.

Clients

The platform serves financial institutions, private lenders and funders, and firms running credit monitoring and reviews for SMB and commercial customers.

Key facts

• Integrations: more than 1,000 data sources, including QuickBooks, Xero, Shopify, Stripe and Amazon
• Data handling: standardises and normalises data from different formats