Lenders can see a general overview of any Borrower that has set up Data Sharing.

Instructions

  1. Log in to your Boss Insights domain and you will see a search bar along the top, enter the name of a company you want to lookup OR click the Portfolio menu item in the side bar to see a list of all comany accounts. You can use the dropdown arrow to select a borrower from a list, or you can type into the text input and borrowers will be suggested to you using auto-complete. Note: if you have a large number of borrowers, the dropdown list may not show all of your borrowers, so please use auto-complete instead.

  2. Once you have selected a borrower, company insights and other menu items will appear in the left side bar.

  3. The Company Insights Dashboard is a modular dashboard with configurable panels. On this page you can find panels with financial statements, charts and graphs, profile information, and more.

  4. The “Balance Sheet” and “Profit and Loss” panels have date pickers in their top right corner. To generate a financial statement for a specific date or date range, click on the date picker. This will open a small pop-up window where you can select a date.

  5. Select a date by clicking on the calendar, or by typing into the box at the bottom, then click the yellow “OK” button. A financial statement will be generated instantly using any financial data that the borrower has shared via cloud connection or file upload. If the borrower has not shared enough information to generate the requested financial statement, you will see a message saying “insufficient data for selected date”.

  6. Since historical financial information is permanent, we use cached financial statements when possible instead of generating new ones every time. If for some reason the borrower’s source financial data has been changed, you can use the refresh button to the right of the date picker. This will ignore any cached financial statements and will fetch the latest data from the borrower’s cloud connections and uploaded files.

Access to financial statements

The “Balance Sheet” and “Profit and Loss” panels also provide a download button that allows you to access a Microsoft Excel workbook containing the company financial statements in both categorized (aka “mapped”) and uncategorized views.

The workbook allows you to see how a companies finances have changed over time:

Access to commerce, banking, tax and payroll information

Other information types may also be shown on the insights panel depending on what data package options you are subscribed to. When viewing insights for a specific company you will see a set of tabs which breakout the categories of data:

Within these tabs specific panels will be shown, sometimes as charts and tables and other times as options to download data files for offline analysis

commerce data download links

Some download options for commerce data

Bank account balances, transaction lists and statements for download