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Integrating with BrokerEngine

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

Dale Stephens avatar
Written by Dale Stephens
Updated over 2 weeks 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 BrokerEngine integration.

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


Step 2: Connect CashDeck Inside BrokerEngine

  1. Log in to your BrokerEngine account.

  2. Go to Menu > 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 BrokerEngine, making it easy to streamline your data collection and analysis.

Check out this article from BrokerEngine for more details on how to set things up inside BrokerEngine.


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