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Boss Insights

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Read 7 Boss Insights reviews and testimonials from customers, explore 3 case studies and customer success stories, and watch customer videos to see why companies chose Boss Insights as their Financial Data Aggregation

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, banking, commerce, payroll and tax data in minutes. In addition to data from the likes of QuickBooks, Xero, Stripe, Square, Shopify, Amazon 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 www.bossinsights.com.

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Customer Rating Review Score based on 1062 reference ratings
4.8/5.0 (1062)

7Testimonials

  • "Boss Insights allows Carver to provide customers with the highest quality of service."

    Richard Muskus Senior Vice President & CRO

  • "By partnering with Boss Insights' cutting edge technology, First Savings Bank is empowered to offer a seamless experience for business owners allowing them to spend less time applying for loans …

    John Handmaker Chief SBA Lending Officer

  • "We are excited to partner with Boss Insights because they have a seamless solution to gather real-time information and complete the SBA calculations seamlessly. We selected a platform that had …

    Curtis W. Anderson Vice President Business Lending Department
6 more testimonials currently locked

3 Case Studies

  • First Savings Bank - Customer Case Study

    John Handmaker Chief SBA Lending Officer

  • Partnering With Boss Insights To Deliver The Right Technology And A Customer-first …

    Mike Watson CCBank President & Chief Executive Officer

  • Supporting Business Members With Quick Access to Capital

    Curtis W. Anderson Vice President Business Lending Department
2 more case studies currently locked

Additional Boss Insights Information & Resources

Read Boss Insights Reviews, Testimonials & Customer References from 7 real Boss Insights customers.

Browse Boss Insights Case Studies, Customer Success Stories, & Customer References from 3 businesses that use Boss Insights.

FeaturedCustomers has 1,924,761+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.