Connected Systems. Seamless Data Exchange. Unified Financing Operations.

Connect TradeVista with the external services and business systems your institution relies on. Integrate customer and business registries, credit information providers, banking and payment systems, ERP and accounting applications, and existing core platforms to streamline workflows and reduce manual data entry.
With API-based and file-based interfaces, TradeVista supports connected processes across loan origination, credit assessment, financing operations and portfolio management.

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  • Role-based access
  • Integration Traceability
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What Are Integrations & APIs in Lending & Supply Chain Finance?

Financial institutions depend on multiple systems for customer verification, credit assessment, financial transactions and regulatory reporting. When these systems operate independently, teams often need to enter the same information multiple times, transfer files manually and reconcile data across applications.

TradeVista Integrations & APIs help connect these systems through supported application programming interfaces (APIs), file exchanges and configured interfaces. Data can flow between external service providers, internal applications and TradeVista's LOS and LMS, helping reduce manual intervention and improve information consistency.

From retrieving customer information during onboarding to exchanging approved facility details, processing relevant payment information and sharing data with accounting systems, integrations help create a more connected financing workflow while allowing institutions to retain their existing technology investments.

Integrations & APIs: How It Works
  1. 1. Connect SourcesIdentify external providers, internal applications and existing business systems.
  2. 2. Exchange DataTransfer information through supported APIs or file-based interfaces.
  3. 3. Process InformationValidate and use the data within relevant TradeVista workflows.
  4. 4. Synchronise SystemsExchange applicable information between LOS, LMS and connected applications.
  5. 5. Monitor & ReconcileTrack integration activity and review exceptions through available monitoring and logging capabilities.

Why Integrations & APIs Matter for Financial Institutions

Reduced Manual Data Entry

Exchange information between connected systems to minimise repetitive data capture and manual transfers.

Faster Customer Onboarding

Retrieve and validate available customer or business information through supported registry and verification integrations.

Better-Informed Credit Assessment

Bring relevant credit reports, bureau information and financial data into the credit appraisal workflow where integrations are available.

Connected Financing Operations

Support information exchange between loan origination, loan management and other connected applications.

Preserve Existing Technology Investments

Integrate with an institution's existing core banking, ERP, accounting and other business applications where compatible interfaces are available.

Integrations & APIs Challenges and How TradeVista Solves Them

Challenges
TradeVista Solution
Repetitive data entry across applications
API-based and file-based data exchange
Disconnected origination and loan management workflows
Integration between LOS and LMS workflows
Manual retrieval of customer information
Connectivity with supported registry and verification services
Credit information maintained outside the credit workflow
Integration with supported credit information providers
Manual transfer of payment and accounting data
Configured interfaces with banking, payment, ERP and accounting systems
Difficulty tracking integration activity
Integration logs and monitoring capabilities, where supported
Existing systems that cannot be replaced immediately
Integration with compatible legacy and third-party applications

Integrations & APIs Across the Financing Lifecycle

TradeVista connects relevant systems and service providers across the customer and financing lifecycle, helping information move between workflows with less manual intervention.

Customer & Business Onboarding

Connect with supported identity, business registry, tax registration and verification services.

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Risk Scoring & Credit Intelligence

Integrate with supported credit bureaus, external credit information providers and financial data sources.

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Credit Approval & Limit Management

Exchange approved customer, facility, limit and pricing information between relevant platform modules and connected systems.

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Funding & Disbursement

Connect with supported banking and payment interfaces for relevant disbursement workflows and transaction information.

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Reporting & Analytics

Make relevant operational and financial information available for reporting and downstream systems.

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Who Uses Integrations & APIs?

IT & Technology Teams

Connect TradeVista with existing applications, configure interfaces and support data exchange across systems.

Operations Teams

Reduce repetitive data entry and streamline information flow across operational workflows.

Credit & Risk Teams

Access relevant external credit information and verification data through supported integrations.

Finance & Accounts Teams

Exchange relevant payment, collection and accounting information with connected financial systems.

Management

Benefit from more connected workflows and improved availability of information across business functions.

Connect TradeVista with Your Existing Technology Landscape

TradeVista is designed to support integration across a range of external services and enterprise applications, subject to interface availability, provider access and implementation requirements.

Government & Business Registries

Customer and company information, business registration and tax-related data through supported services.

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Key Capabilities of Integrations & APIs

API-Based Integration

Connect compatible external services and business applications through supported APIs.

File-Based Data Exchange

Support structured file imports and exports for systems that rely on batch-based data exchange.

Registry & Verification Integration

Connect with supported business registry, identity and tax-related information services.

Credit Information Integration

Integrate with supported credit bureaus and external information providers to facilitate credit assessment.

Banking & Payment Integration

Support configured interfaces for relevant payment, transaction and collection information.

LOS & LMS Data Exchange

Enable information hand-offs between origination and loan management workflows, including relevant approved facility information, subject to the configured integration.

Email & Notification Integration

Connect supported services for operational alerts, reminders and notifications.

Integration Monitoring & Logs

Maintain visibility into integration activity, request status and errors through available logging and monitoring features.

Configurable Integration Framework

Support integration approaches suited to the connected system, data requirements and implementation scope.

Let's Map Your Integration Landscape

Schedule a personalised walkthrough to discuss your current systems, integration requirements and potential connectivity options.

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