Boss Insights

Boss Insights is an award-winning leader in open banking, linking fintechs and financial institutions to their small and medium-sized business clients’ financial accounting, commerce, banking, payroll, and tax data in minutes.  In addition to data from the likes of QuickBooks, Xero, Stripe, Square, Shopify, Amazon, IRS, KYB, and more, Boss Insights provides portals to originate, decision, and service fintechs and financial institutions. In an industry that needs speed and access to real-time data, Boss Insights empowers fintechs, private lenders, and financial institutions to serve their business customers. Boss Insights has earned media coverage by American Banker, Forbes, Bank Innovation, Open Finance World, and The Financial Brand.  Boss Insights has won multiple awards including Money 2020 Rise Up, CB Insights’ Top 35 Future in Fintech, Corporate LiveWire’s 2021 Lending Technologist Of The Year, Open Banking Excellence’s 2020 SME Award, 2020 Women In Payments’ Unicorn Challenge, Corporate Vision’s Most Innovative Leader In Lending Technology & Canadian Lenders Association’s 2019 Executive Leader In Lending. For more information, visit

Sales Information:

Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, commerce, payroll, tax & more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs, challenger banks & FIs serving SMBs to accelerate funding by 51%, renewals by 5x & get 60% cost savings. Here’s our Fact Sheet, Case Studies, and Platform Demo. We’ve supported the following use cases:

  • Lending
  • Payments
  • CFO in a box – enabling businesses to self serve
  • Business Analytics – for a real time understanding of portfolio health

Offer for Fintechs:

  • Approved fintechs within the Fintech Sandbox program get access to 10 live API accounts or 3 live Platform accounts.
  • In addition, approved fintechs are eligible for up to $50,000 worth of credits to access the Developer APIs and Portal for the first 12months representing up to 50% off their services for fintechs pulling accounting, commerce or payroll.

Company Information

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