Integrations & API

Connect CEFCore with your existing tools and workflows through enterprise integrations and our robust API.

Authentication & Identity

OAuth 2.0 / OpenID Connect

Industry-standard OAuth 2.0 authentication with JWT access tokens, refresh token rotation, and role-based access control for all API and portal access.

✓ Active

SAML 2.0 SSO

Enterprise Single Sign-On via SAML 2.0 for seamless integration with your organization's identity provider (Azure AD, Okta, Google Workspace).

✓ Supported

API Key Authentication

Scoped API keys for programmatic access with per-key rate limiting, entity-level permissions, and SHA-256 hashed storage.

✓ Active

Financial Integrations

Plaid Bank Feeds

Automated bank transaction imports, account balance verification, and real-time transaction matching through Plaid's secure banking API.

✓ Available

ACH / NACHA Processing

Direct ACH payment processing for loan payments and investor distributions with full NACHA file generation, SEC code support, and return handling.

✓ Available

1099 Tax Reporting

Automated IRS 1099-INT generation for investor interest payments with electronic filing support and year-end tax statement delivery.

✓ Available

QuickBooks Online

Two-way sync with QuickBooks Online for general ledger and transaction data. Export journal entries and chart of accounts.

⏱ Coming Soon

Wire Transfer Integration

Automated wire transfer processing with GL posting, fee tracking, and real-time status updates for high-value transactions.

⏱ Coming Soon

DocuSign

Electronic document signing for loan agreements, investor notes, and compliance documents with audit trail integration.

⏱ Coming Soon

Enterprise Infrastructure

PostgreSQL Database

Enterprise PostgreSQL with row-level security, multi-tenant isolation, automated backups, and point-in-time recovery across 16 schemas and 110+ tables.

✓ Active

Redis Caching

High-performance Redis for session management, rate limiting, and caching. Token bucket rate limiting protects API endpoints.

✓ Active

Email Services

Automated email notifications for payments, maturity dates, approval workflows, and system alerts via enterprise email providers.

✓ Active

RESTful API

CEFCore provides a comprehensive REST API for programmatic access to your data and operations. Build custom integrations, automate workflows, and connect with third-party tools.

API Features

  • •RESTful architecture with JSON responses
  • •OAuth 2.0, SAML SSO, and API key authentication
  • •Token bucket rate limiting with per-key controls
  • •Idempotency keys for safe financial operations
  • •Webhook support for real-time events
  • •Immutable audit trail on all operations

API Endpoints

  • •Loans: Origination, servicing, payments, accruals
  • •Investor Notes: Management, interest, cash flows
  • •General Ledger: Double-entry journal entries
  • •Cash: Receipts, disbursements, reconciliation
  • •CRM: Church and contact management
  • •Reports: Custom report builder with templates
View API Documentation

Need a Custom Integration?

Enterprise customers can request custom integrations tailored to their specific needs. Our team will work with you to build seamless connections with your existing systems.

Contact SalesAPI Documentation

Integration Support

Documentation

Comprehensive guides and tutorials for all integrations and API endpoints

Developer Support

Dedicated support team for API, authentication, and integration questions

Professional Services

Custom integration development and onboarding for Enterprise customers