Welcome to Boss Insights Developer Documentation
We are happy to help you learn how to develop with our products and get started!
Here are a few suggestions to get started:
Interested in customizing the UI of your portal? Portal & Portfolio
Looking to access financial data of your customers? Data API
Boss Insights is a provider of a single API that provides a holistic view of your business customers financial data. It is used by financial service providers to build digital experiences to access data from the software apps small and medium size business customers (SMB’s) use.
ℹ️ Documentation overview
This documentation is intended for software developers and covers the Boss Insights API and Portals. The API provides a single view to various types of business financial data from accounting and banking through to commerce, marketing and more. The portal provides a UI for you team and your customers to share data and collaborate through your workflows.
If you want to know all the software apps that Boss Insights can connect with please look at our integrations page.
📕 User Guide
Looking for documentation for your non-developer team members? See our portal guide at Documentation, we also make end-customer documentation available at Customer Help .
If you need help with any aspect of development please reach out to our team at bossinsights.com/support