Step 1: Activate Your API Key in CashDeck
In CashDeck, go to Your Account > Settings > External Apps.
2. Click Enable next to the ZiplineOS integration.
3. Copy your API Key ID — you'll need it for the next step.
Step 2: Connect CashDeck Inside ZiplineOS
Sign in to your ZiplineOS account as an administrator.
Go to Integrations and find CashDeck, then click the Install button.
When asked for your API Key, paste it into the field provided, then click Install & Activate.
Once a brokerage connects their CashDeck account (the subject of this guide), a Verify income action becomes available to their applicants inside the Collect portal. From there:
The applicant launches the CashDeck flow directly within Collect and securely connects their bank.
CashDeck retrieves the relevant bank statements and income data.
The retrieved statement PDFs are automatically saved back against the correct deal and applicant in the brokerage’s ZiplineOS document store (Drive), where they feed ZiplineOS’s automated “Bank Statement” document classification.
The connection is made once per organisation and is shared by everyone in that brokerage. Each brokerage connects their own CashDeck account using their own CashDeck API key, so their data stays scoped to their organisation.