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Integrating with FileInvite

You can connect CashDeck to FileInvite to access your client’s bank statements, transaction history, and expense analysis.

Dale Stephens avatar
Written by Dale Stephens
Updated over a week ago

Step 1: Activate Your API Key in CashDeck

  1. In CashDeck, go to Your Account > Settings > External Apps.

2. Click Enable next to the FileInvite integration.

3. Copy your API Key ID — you'll need it for the next step.

Step 2: Connect CashDeck Inside FileInvite

  1. Log in to your FileInvite account.

  2. Go to Settings > Integrations and select CashDeck.

3. Paste your API Key into the field provided.

Once connected, CashDeck’s bank statement retrieval feature will be available in all deals within FileInvite, making it easy to streamline your data collection and analysis.

Want to collect more (or fewer) days of data? You can update this by overriding the default settings set by your external app. Check out this guide for details.

Want to learn how FileInvite works with CashDeck? Check out this guide for everything you need.

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