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.

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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.

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