Users with CashDeck accounts can integrate into Salestrekker and manage the process within the CRM.

CashDeck is a service completely independent of Salestrekker that provides a link to the banks for easy extraction of up to 6 months of the original bank PDFs, latest transaction list and the summary of income and expenses.

Login to your CashDeck account and get the API key.

Go to Settings > 3rd party integrations and switch 'ON' CashDeck integration:

Paste the CashDeck API key to make the integration active:

CashDeck integration is now functional. 

In summary, clients can be invited to provide their bank statements using CashDeck via:

  • An email sent from Deal View (email is predefined by CashDeck) - see image below for CashDeck icon in deal view

  • Video conference link on client's screen

  • Client Portal

Bank statements will be automatically saved and expense mapping will show in expense tab commentary.

NOTE: Cashdeck URL received will be valid for 72 hours.

Salestrekker Pty Ltd is in no way responsible for the service provided by CashDeck.

Did this answer your question?