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ioutsource Integration with CashDeck
ioutsource Integration with CashDeck

Support materials for outsource financial brokers, along with links to help answer your most common questions.

Dale Stephens avatar
Written by Dale Stephens
Updated over 3 years ago

Get up-to-date with the latest features from CashDeck, which makes it even easier to edit your clients' transactions when analysing living expenses. Check out the video below for a full overview.

Free trial

If you don't have a CashDeck account, simply create one by clicking the button below and filling in the online form. We'll automatically get you started with your one month free, no-obligation trial. 


API Key

Looking for your API key? Simply follow the steps on this guide.

Pricing 

outsource financial brokers only pay $29 + GST per month (normally $49). This gives you up to an unlimited* number of requests per month. 

Cancellation

CashDeck has no contracts or setup fees.  You are free to change as you like.

Requests

CashDeck only includes completed requests as part of your usage. Requests that are sent or not completed by your clients are not counted. Your client can link as many banks to your request as they like, there are no limits. Unused requests do not roll over to the following month.

Ongoing Training

We run regular training webinars for our users. Please click on the button below to check out the schedule.

A recorded training demo is available below.

Useful Guides

  • A follow-up to the Working with Living Expense Reports webinar. This article includes a link to a detailed guide, a video and helpful links on working with Excel files.

  • An article on checking the status of a request. You'll learn how to see the status as it changes through the request process. 

Security Collateral for your Clients

We have developed a short 1 page article that contains 5 key points about the security of your clients information. Note there is a PDF version for immediate sharing, or you can download a .docx version if you would like to adjust the fonts, layout or add your logo.


Please let us know if you have any questions and enjoy using CashDeck.

*Unlimited usage is based on our fair use policy and is a soft limit of the total average usage of any one broker being lower than 5x the average broker usage across our platform.

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