Boss Insights

Connecting financial services to their business customers Auto loan origination scoring & prescreening businesses Business financial insights, cash flow forecasting & health Personalized product suggestions based on insights Understand SMB customers at scale

Private Lenders & Funders

Monitoring & Credit Reviews

Verify across multiple sources Employee Retention Tax Credit Configure forms and dashboards Snippets to get you started Check for any outage

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

Who We Work With

Connect to the broadest coverage of data sources

Boss Insights Delivers Results

Explore How You Can Use Boss Insights

SMBs & Commercial Businesses

1 API, 1000+ Integrations

Global leading access to accounting, banking, commerce, payroll, tax & more Simplify managing various data formats to get standardized & normalized data

Proven By Financial Institutions

A track record of 36% faster decisioning, 5x faster monitoring & 60% cost savings

Client & Partner Testimonials

"Boss Insights' cutting-edge tech empowered us to offer a seamless experience for business owners"

John Handmaker, Chief SBA Lending Officer

“Boss Insights is incredibly responsive, solution orientated and grew the platform as our requirements expanded.”

“Amazing digital lending platform, serves SMBs and Commercial Businesses - great access to real time accounting, commerce/sales and banking data”