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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.

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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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