Connect ClearStaq to your entire stack.
50+ integrations with the tools lending teams already use. Push parsed data, fraud alerts, and income verification results everywhere — automatically.
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ClearStaq
Featured Integrations
One-click connections with the platforms your team relies on every day.
Salesforce
Bidirectional sync. Push parsed bank statement data, fraud scores, and income verification results directly to Salesforce opportunities and contacts.
Encompass
Native ICE Mortgage Technology integration. Automatically populate loan files with parsed financial data and fraud detection results.
QuickBooks
Sync parsed accounting data directly to QuickBooks. Automate bookkeeping with structured transaction categorization.
HubSpot
Connect your deal pipeline. Automatically attach parsed documents and risk assessments to HubSpot deals.
Zapier
Connect ClearStaq to 5,000+ apps. Trigger workflows on parse completion, fraud detection, or income verification events.
Slack
Real-time notifications when documents are parsed, fraud is detected, or reviews are needed. Channel-based alerts for your team.
Set up in under five minutes
Three steps. No engineering required.
Choose Your Integration
Pick from 50+ pre-built integrations or connect via our REST API. One-click setup for popular tools.
Authorize & Configure
OAuth-based authorization for most integrations. Map fields, set triggers, and customize data flow in minutes.
Data Flows Automatically
Parsed statements, fraud scores, and income data push to your tools in real-time. Zero manual work.
Browse by Category
Find the right integration for every part of your workflow.
Salesforce
Bidirectional data sync
HubSpot
Deal pipeline automation
Pipedrive
Deal & contact sync
Zoho CRM
Module mapping & sync
Multiple ways to get documents in
Upload documents however works best for your team.
Dashboard Upload
Drag and drop documents directly in the ClearStaq dashboard. Batch upload supported.
Email Forwarding
Forward emails with attachments to your ClearStaq inbox. Documents auto-parse on arrival.
API Upload
POST documents via REST API. Perfect for automated pipelines and custom integrations.
SFTP Upload
Drop files to your dedicated SFTP folder. Ideal for batch processing workflows.
Zapier Triggers
Connect file sources through Zapier — Google Drive, Dropbox, email, and more.
Webhooks Inbound
Receive documents from any system that supports webhook-based file delivery.
Built for developers. Loved by teams.
Full-featured REST API, real-time webhooks, and SDKs for Python, Node.js, and Java. Parse documents, detect fraud, and verify income programmatically.
REST API
RESTful endpoints for every ClearStaq feature. Comprehensive documentation.
Webhooks
Real-time event notifications — parse complete, fraud detected, review needed.
Batch Processing
Upload and process hundreds of documents in a single API call.
import clearstaq
client = clearstaq.Client("your_api_key")
# Parse a bank statement
result = client.parse(
file="statement.pdf",
webhooks=["https://your-app.com/webhook"]
)
print(f"Parsed {len(result.transactions)} transactions")
print(f"Fraud score: {result.fraud_score}")Enterprise-grade reliability
Your integrations are secure, encrypted, and always available.
SOC 2 Compliant
Enterprise security standards
99.9% Uptime
Guaranteed SLA
Real-time Sync
Sub-second data delivery
OAuth 2.0
Secure authorization