Boss Insights
Boss Insights provides business data access tools that help lenders and financial institutions retrieve customer financial data in minutes.
Toronto, CA
About
Boss Insights provides Business Data as a Service for lenders, fintechs, neobanks, and financial institutions. Its platform bridges data gaps between banks and business customers through a single API.
The company focuses on secure access to business financial and operational data, including integrations with sources such as QuickBooks, Stripe, and Salesforce. This supports faster business customer data collection and decision-making workflows.
Boss Insights is based in Toronto and was founded in 2017.
The company focuses on secure access to business financial and operational data, including integrations with sources such as QuickBooks, Stripe, and Salesforce. This supports faster business customer data collection and decision-making workflows.
Boss Insights is based in Toronto and was founded in 2017.
Partner Program
Boss Insights runs a partnership-first program for banks, credit unions, private lenders, fintechs, and other digital leaders that serve SMB and commercial customers. The program is built around integrations and co-delivery, with partners using Boss Insights to add accounting, banking, payroll, tax, commerce, analytics, and embedded workflow capabilities to their own offerings.
Partners are positioned to increase user adoption, improve onboarding, delight customers, and generate new revenue by expanding product functionality with Boss Insights’ data platform. The company also highlights strong onboarding and support for partners, along with collaboration on solutions that help financial service providers originate, decide, and monitor business customers.
Partners are positioned to increase user adoption, improve onboarding, delight customers, and generate new revenue by expanding product functionality with Boss Insights’ data platform. The company also highlights strong onboarding and support for partners, along with collaboration on solutions that help financial service providers originate, decide, and monitor business customers.
Categories
IntegrationDevelopment
Partner Types
Technology Partner
Operating Regions
North AmericaGlobal
Tags
Open BankingB2B SaaSComplianceEnterpriseSMB
Target Industries
software development
Partner Readiness
Developing
Goal for Next Year
Expand Market Share
Features
Single API AccessConnects to business data sources through one API. This simplifies data retrieval across multiple systems and reduces integration overhead.
Financial Data RetrievalHelps lenders access customer financial data in minutes. The workflow is designed to accelerate underwriting and related decision processes.
Business Data CoverageSupports data access from tools such as QuickBooks, Stripe, and Salesforce. This broadens the range of information available for business evaluation.
Secure Data SharingProvides a secure way to collect and share customer data. The product is built for financial services use cases that require controlled access.
