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Cashdeck Integration

  • Updated

By integrating FinanceVault with Cashdeck, you create a seamless bank statement collection experience for your clients. You send one document request through FinanceVault, and clients can upload supporting documents and trigger a request for their bank statements through Cashdeck.

Last updated: February 2026 · Integrations

In This Article

  1. Setting up the integration
  2. Disabling manual uploads on Cashdeck

Prerequisites

Know how to send document requests through FinanceVault. You also need to locate your Cashdeck API Key ID.

  1. Log in to your Cashdeck account.
  2. Click Settings > External Apps.
  3. Go to the BrokerEngine heading.
  4. Click the green Enable button (if disabled).
  5. Optionally, click the Regenerate API ID button.
  6. Copy the API Key ID.

Video Walkthrough

 

 

Step 1 — Setting up the integration

  1. Go to the bottom left corner of BrokerEngine and click the account icon.
  2. In the Settings column, click Integrations.
  3. Click the Cashdeck logo to expand the section.
  4. ​Enter your Cashdeck API Key ID.
  5. Click Save.

Step 2 — Disabling manual uploads on Cashdeck

To force the client to use Cashdeck and block manual uploads, turn this setting off.
 

1. Go to the bottom left corner of BrokerEngine and click the account icon.

2. In the Settings column, click FinanceVault.

3. Check the box to disable the manual upload button

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