Connect CEFCore with your existing tools and workflows through enterprise integrations and our robust API.
Staff sign in through your organization's OpenID Connect identity provider (authorization code flow with PKCE), with an email-domain allowlist and just-in-time user provisioning. Sessions use short-lived JWT access tokens with refresh token rotation.
✓ ActiveSingle Sign-On via SAML 2.0 with any standards-compliant identity provider, configured per organization.
✓ SupportedScoped API keys for customer portal access, limited to the key holder's own entities, with SHA-256 hashed storage.
✓ ActiveImport bank activity from BAI2, CAMT.053, MT940, OFX/QFX and CSV files, with incoming payments matched to loans and notes and routed to staff review when a match is uncertain. Plaid connector code exists, but Plaid bank feeds are not currently available: tenant setup is default-off, and no Plaid Link flow or verified Sandbox connection is provided.
✓ AvailableBuilds NACHA-formatted ACH files for loan payment collections and note payments, with maker-checker approval, for your staff to upload to your bank. CEFCore does not transmit files to a bank. Returns are recorded from your bank's return files or reports.
✓ AvailableIRS Form 1099-INT preparation for investor interest, recipient copies, and an XML export. Forms are filed with the IRS by your team; CEFCore does not e-file.
✓ AvailableCSV export of the trial balance, profit & loss and subledger-to-GL reconciliation for use in your accounting system or spreadsheets. There is no live QuickBooks connection.
✓ AvailableLoan funding requests with wire instruction validation, two-person approval, held-back fee netting and GL posting. The wire itself is released through your bank.
Custom IntegrationIntake of completed DocuSign application envelopes into CRM and the approval queue, plus archiving of executed documents. Documents are sent and signed in your own DocuSign account.
Custom IntegrationPostgreSQL 16 with row-level security, per-fund data isolation, and nightly automated backups.
✓ ActiveRedis-backed rate limiting and caching. Token bucket rate limits protect API endpoints.
✓ ActiveIn-app notifications for approvals, maturities, delinquencies and system alerts. Outbound email notifications are currently turned off.
✓ ActiveCEFCore provides a comprehensive REST API for programmatic access to your data and operations. Build custom integrations, automate workflows, and connect with third-party tools.
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.
Comprehensive guides and tutorials for all integrations and API endpoints
Dedicated support team for API, authentication, and integration questions
Custom integration development and onboarding for Enterprise customers