Skip to main content
Skip table of contents

Banking API

Banking data can be crucial to understanding a businesses financial history and health. Banking data can be obtained through the banking API or through file uploads.


The Banking API allows for a direct connection your customers bank accounts for a robust and reliable banking solution to understand the income and expenses of a business. With the data received, you can show current and historical balances that can be downloaded as PDFs, verify statement data, ensure accuracy of accounting data and enable more accurate cashflow forecasting.

For more details on the Banking API including market including integrations, please visit our integrations page.

File Uploads

You customers can upload PDF bank statements which will then be cleaned by Boss Insights. Any transcription errors will also be highlighted. Once the data is cleaned, it is then available as an Excel file.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.