Overview
Boss Insights is a provider of a single API for financial institutions to build digital experiences to access holistic financial data of small to medium size business customers (SMBs).
This documentation is intended for software developers and covers the Boss Insights API and Portals.
Looking for a developer sandbox account? go to bossinsights.com/sandbox
Popular Guides
Clone A Sample Project
Invoice Example, Invoice Payment, and Expense Analysis demonstrate how to use our Link Connection Widget to connect to integrations, gather data, and then use it.
Invoice Example
Displays invoice data from accounting integrations.
Invoice Payment
Example set up to post invoice payments to Quickbooks.
Expense Analysis
Display charts and insights from commerce integrations.
Guides for Non-Developers
Looking for documentation for non-developers? See the links below.
Product Documentation
Portal and other documentation for non-developer team members.
End-Customer Documentation
Documentation for the clients of financial institutions.
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