Boss Insights Business Data As A Service bridging data gaps between banks and business customers.

What is Boss Insights?

Boss Insights delivers a comprehensive Business Data as a Service platform designed to seamlessly connect financial services providers with their small-to-medium business (SMB) clients. Through a unified API, it provides real-time access to an extensive range of business data sources, encompassing accounting, finance, sales, commerce, banking, and payroll systems. This integration facilitates the automated extraction, standardization, and enrichment of critical data, streamlining processes such as financial spreading and improving the overall understanding of business financial health.

The platform equips users with robust tools for analytics, monitoring, and generating actionable insights. These capabilities enable the prediction of SMB needs, accurate assessment of creditworthiness, automation of lending workflows, and proactive risk management. Key components include a customizable customer portal for efficient data collection and visualization, embedded insights to augment existing platforms, and specialized tools for personalized customer engagement. Boss Insights prioritizes secure (SOC2 audited) and compliant data handling, empowering financial institutions to more effectively qualify, engage, and support their business clientele.

Features

Single API Integration: Access accounting, finance, sales, commerce, banking, and payroll data through one API.
Data Standardization & Enrichment: Extracts, standardizes, and enriches business data for easier analysis.
Analytics & Monitoring: Provides deep financial health insights, cash flow forecasting, and risk analysis.
Customer Portal: Offers a brandable portal for data collection and visualization.
Embedded Insights: Enhance existing platforms with integrated business insights.
Personalized Engagement (Engage): Delivers real-time, personalized insights to retain and engage business customers.
Document Conversion (Transmute): Converts PDF reports (payroll, bank statements, financial statements) into structured Excel files.
Secure & Compliant: SOC2 audited platform ensuring data safety.