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💡 Background

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.

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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.

Looking for Portal documentation? You’ll find that at our Portal Documentation site.

See our Examples to begin accessing the API quickly

📕 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 .

🛎 Support

If you need help with any aspect of development please reach out to our team at bossinsights.com/support