Boss Insights
Boss Insights


Toronto, ON, Canada · North York, Toronto, ON, Canada


11-50 employees

founded in


Your Business Customers’ Financial Data… In Minutes. Boss Insights provides Business Data as a Service bridging data gaps between banks and business customers. The single API gives real-time access in 1 minute to the leading number of data sources. With accounting, banking and commerce data (Quickbooks, Salesforce, Stripe) banks and lenders accelerate lending and cross selling from months to minutes and gain a clear picture of portfolio health. Boss Insights is proven and trusted by innovative financial institutions globally for 80% time savings, 2x more processed loans and 90% increased digitization. WHAT MAKES US UNIQUE 1) Single access to the broadest coverage of financial data required by financial institutions for KYC, Lending, Account Management etc 2) Easy to adopt & use: Instant real-time access with no IT spend and no coding required; our single API can be integrated in just hours 3) Flexible: Our solution is compatible for all business lending models. Banks do not need to change their lending models to fit our technology. CLIENTS & PARTNERS TESTIMONIALS 1) "OKR Financial incorporated Boss Insights data platform to provide efficient and data-driven service for Our borrowers. We care about our customer experience and using Boss Insights data platform, allows us to provide value beyond financing and mentorship to the ecosystem." - OKR Financial 2) “The Boss Insights’ solution dramatically simplifies the work of loan decisioning, servicing & fraud prevention.” - Sanjay Matthew, Head of Fintech Strategy, Oracle 3) "We gained 2-3 years of new client relationships in 30-60 days." - Dustin Phillips, Chief Lending Officer, CCBank AWARDS 1) Corporate LiveWire 2021 Lending Technology Specialist Of The Year 2) Open Banking Excellence’s 2020 Open Finance Appathon - Retail & SME Category Winner 3) Corporate Vision Magazines 2020 Corporate Excellence Awards - Most Innovative Leader in Lending Technology 4) Women In Payments 2020 Canadian Unicorn Challenge Winner 5) Canadian Lenders Association 2019 Top Executives in Lending

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