A more efficient and accurate confirmation workflow
Reduce time-consuming manual work with the help of Confirmation Application Programming Interfaces (APIs). Soon, you'll be completing faster and more accurate audits without needing additional staff.
Simplify any step in the confirmation process
Data at your fingertips
Gain greater visibility into confirmation statuses and enhance the connection with your firm’s technology.
Manage access
Adopt Single Sign-On (SSO) to enable or disable secure access to the Confirmation platform with credentials you already use at your firm.
Get status updates
Utilize a custom dashboard to see the statuses of all requests with activity on the last 90 days.
Save completed confirmations
Download and file completed confirmation data, final PDF, and all associated attachments into the software your team uses.
Keep your audits on track
Simplify the tasks of client authorization, confirmation initiation, and billing reconciliation.
Request client authorization
Send requests for client authorization and get the statuses of authorization requests.
Request confirmations
When your client has completed their authorization, send the confirmation to your client’s bank.
Manage billing
Use our APIs to reconcile charges and streamline accounting processes.
Reduce manual data entry
Gathering and updating client company and client signer information has never been easier.
Add and edit client signers
Use our APIs to synchronize client signers between your tools and Confirmation.
Add and edit client company
Maintain accuracy of company profiles in both your tools and Confirmation.
Supercharge efficiency with advanced customization
Find and maintain your clients’ banking account information.
Search for banks
Use our APIs to search for any bank in our network so your request goes to the right place. Or, search and create banks that aren't in our network yet.
Add and edit client accounts
Streamline the manual tasks of creating new client accounts, getting existing account data, and updating account data.
Ready to get started?
Reach out to your account manager or contact us today.