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OUR PRODUCTS Build financial products for your SMB & Commercial business customers Global Coverage Our Integrations Pricing BOSS API INTEGRATIONS Accounting & Finance API Connect to your business customers' accounting data Sales & Commerce API Connect to your business customers' sales data Open Banking API Connect to your business customers' banking data Payroll & Tax API Connect to your business customers Payroll or Tax data DIGITAL SERVICE PLATFORM Marketing Personalization Predict SMB needs Decision & Monitor Connecting financial services to their business customers Originate Auto loan origination scoring & prescreening businesses Analytics Business financial insights, cash flow forecasting & health CFO-in-a-box Personalized product suggestions based on insights GETTING STARTED Talk to an Expert Get a FREE consultation to understand your needs in a no commitment, no sales pressure environment Pilot Kit Your guide to successfully planning an SMB project based on Boss Insights Case Studies Read about our customers success FOR DEVELOPERS Documentation Guides and How-to articles for developers API Reference A complete list of our data API endpoints Code Samples Example apps and code to help you start faster SUPPORT Support Configuration and integration technical questions API INTEGRATIONS Accounting & Finance API Financial statements, AR/AP and KPIs Sales & Commerce API Sales, Subscriptions, Payouts, Shipments Banking API Transactions, Statements, Accounts Payroll API Salaries, Benefits, Taxes DIGITAL SERVICE PLATFORM Analytics & Monitoring Deep customer financial health insights Customer Portal Branded financial management workflow Embedded Enhance your platform with our insights Engage Highly personalized insights to retain and engage Transmute Convert your documents into insightful data BY INDUSTRY Neobanks Understand SMB customers at scale Fintechs SMB financial data API Private Lenders & Funders Accurate data for credit assessments Financial Institutions Stack rank your SMB portfolio Payment Providers Sync expenses with accounting apps Brokers Qualify & approve automatically USE CASES Credit Worthiness Full financial history Digital Lending Automate business lending Monitoring & Credit Reviews Automate financial analysis Alternative Financing New data to fuel credit decisions Business Intelligence Identify opportunities Marketing Personalization Predict SMB needs Expense Management Sync to accounting Reconciliation and Audit Verify across multiple sources Cashflow Management Predict risks Risk Analysis Identify potential defaults ERTC Employee Retention Tax Credit Reconciliation & Audit Verify across multiple sources Cashflow Management Predict risks Risk Analysis Identify potential defaults ERTC Employee Retention Tax Credit DEVELOPERS The fast track for SMB data access Get API Keys GUIDES Financial Analysis Spreading, Balances... Income Verification Check income Business Insights Opportunities, Risks... Forms and Dashboards Configure forms and dashboards DOCUMENTATION Documentation Developer documentation API Reference API docs API Reference API docs Code Samples Snippets to get you started GET ASSISTANCE Developer Support Ask a Boss API Status Check for any outage COMPANY Boss Insights provides Business Data As A Service bridging data gaps between banks and business customers. Our single API gives real time access to the broadest coverage of data sources in minutes. Contact Us LEARN MORE About Us Who we are and what drives us Careers Join our world-class team Blog Latest news and product announcements Become a Partner Join us in creating a better financial future for SMBs Security & Privacy Understand how we maintain your trust Boss Insights Values Security We are a SOC 2 certified SaaS company. We hold the security of our customers data in high regard and actively respond to new threats as they emerge. RSOC 2 Certified RPenetration Tested & Certified RSSL 256bit Encryption RData Encrypted At Rest RWe Never Store Credit Cards RRoutine 3rd Party Audits RPhysically Secure Data Center RActive/Passive Security Scans Start Vendor Assessment How secure is my data? Your data is protected by industry standard encryption as it is transmitted to Boss Insights servers and once again when stored on our systems. Our servers are protected by firewall systems as well as intrusion detection systems. All access to your data is via authenticated users only (unless you choose to share some file publicly). All access is logged. Do you use encryption? Yes, we use SSL 256bit encryption for transmitting data and 256bit server side encryption for data at rest on our systems. Any user passwords to access Boss Insights are stored as salted hashed values and are not retrievable in original form. Is my credit card at risk? We are not a payment processor and so do not transmit or store credit card information on our systems. We use Stripe to process your payment and maintain a token reference with them to help manage your subscription. We do not at any time see your credit card information. Are you audited? Our systems undergo regular tests and scans by external vendors such as Qualys and AWS to provide validation and monitoring of our security. We also maintain a SOC2 Type 2 audit by an AICPA accredited auditing firm. Where are your servers and are they physically secure? We host our systems using Amazon Web Services. Your data will reside in various data centers within a given country (US, Canada, UK) and we may relocate your data from time to time in order to maintain availability of our service to you. I’ve found a security issue, who should I tell? We appreciate if you can notify us via email at: info (at) bossinsights.com, we ask that you give us time to remedy the issue before disclosure. We will work to rapidly fix issues and inform any impacted parties and ask you to please follow responsible disclosure If you suffer a breach what is your disclosure policy? Upon becoming aware of a breach we will work diligently to understand the issue to a reasonable level of confidence before communicating with any impacted parties. Those impacted will then be given further updates as additional facts come to light. What additional measures do you use to safeguard data? We employ scanning software to look for unexpected behavior in our systems and take automated actions and flag for review How do you manage and secure system access? We support SAML and OAuth standards to access our systems and can act as a SAML identity provider for your other software. We also support access via 3rd party identity providers like Google GSuite. We also support MFA through a one time password mechanism. Who owns my data? You do. Your data is yours and we never share it with anyone else unless you request to. For more information please see our Privacy Policy. Where do I find your SOC2? Our customers can request a copy of our SOC2 Type II report and other security documents from our trust center.