Boss Insights

Unlock financial insights for business customers

Boss Insights provides a digital service platform that connects businesses to their customers' financial data. This enables personalized product suggestions, cash flow forecasting, and deep customer financial health insights. The platform also offers auto loan origination scoring and prescreening, as well as branded financial management workflows. With its Open Finance datasets, Boss Insights supports businesses in understanding SMB customers at scale. The company's proprietary technology integrates with financial management tools commonly used by business customers, providing secure and compliant access to financial data.