C O N F E R M A X

Confermax API Connect

Streamline Your Audit Workflows

Confermax API Connect
For Requestor

Streamline your audit confirmation process with Confermax API Connect for Requestor.  Our APIs are designed to help you automate and simplify your workflow, saving you time and reducing manual errors.

Our API solution is tailored for auditors and requestors who want to simplify their confirmation process where you can automate manual workflows, request client authorizations, initiate confirmations, track statuses in real-time, manage billing, synchronize data across systems, search for responders, maintain client accounts and much more. This reduces tedious administrative tasks, minimizes errors, and enhances your confirmation workflow without overburdening your team. Our seamless integration capabilities allow you to customize the experience for optimal efficiency, so you can complete more confirmations without compromising on quality.

CAPABILITIES

Request confirmations

Initiate audit confirmations
seamlessly from your internal
systems

Authorization mgmt

Request, track and manage client authorization statuses

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Status monitoring

Check real-time status of all pending confirmations

Billing & reconciliation

Retrieve confirmation costs and reconcile through your accounting system

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Contact management

Sync contact data across systems

Account management

Add, edit, and maintain accurate
client account data

Responder directory

Search and validate responder data to ensure confirmations go to the right place

Confirmation retrieval

Download completed confirmations, reports, and attachments

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KEY BENEFITS

Automate manual processes

Easily initiate confirmations, check status, retrieve completed confirmations, and much more from within your own software tools.

Maintain data accuracy

Keep client data synchronized across systems by using our APIs for contacts, companies, and accounts.

Enhance visibility

View real-time confirmation statuses, due dates, and other key details through a custom dashboard. 

Improve efficiency

Reduce time spent on administrative tasks so your team can focus on high-value audit activities. 

Customize integration

Our flexible APIs allow you to build customized integrations tailored to your unique needs, such as custom reporting, and advanced analytics.

Security and compliance

We utilize industry standard security protocols and comply with regulations, giving you peace of mind that your data is protected.