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Illion BankStatements Integration

  • Updated

Integrate FinanceVault with Illion BankStatements to create a seamless document collection experience for your clients. You send one document request through FinanceVault asking clients to upload their supporting documents, and within that same request, they can trigger a request for their bank statements through Illion BankStatements.

Last updated: February 2026 · Integrations

In This Article

  1. Setting up the integration
  2. Disabling manual uploads

Prerequisites

You need a BankStatements account.

Step-by-Step Guide

Step 1 — Setting up the integration

  1. Go to the bottom left corner of the dashboard and click the account icon.
  2. In the Settings column, select Integrations.
  3. Click the Illion BankStatements logo to expand the section
  4. Enter your Illion BankStatements referring URL.

  5. Click Save

    Note: The BankStatements URL must be in the iframe-specific format, which is the following: https://www.bankstatements.com.au/iframe/start/XXXX. The XXXX represents the specific four letters at the end of your unique referring URL.

Step 2 — Disabling manual uploads

  1. Go to the bottom left corner of the dashboard and click the account icon.
  2. In the Settings column, select FinanceVault.

To force the client to use Illion BankStatements through FinanceVault, check the box next to Disable manual upload button on Cashdeck and Illion requests. If you want to allow manual uploads, uncheck this box.

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