What is Boss Insights?
Boss Insights provides global access to business customers' financial data. They offer a single connection to accounting, commerce, payroll, and tax (i.e. Quickbooks, Stripe, SalesForce, etc.). It's used by fintechs, private lenders and traditional lenders to, according to the vendor, gain 36% faster funding, 5x faster monitoring at 60% cost savings. They offer two main products:
Accounting, banking commerce, payroll, tax data & more (portal or API)
Portals to originate, decision & monitor your business customers' needs
Categories & Use Cases
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Screenshot of Boss Originate automates the loan origination process by scoring & prescreening business borrowers & tracking referrals




