DATA CONNECTIVITY

    Your safeguarding data, connected.

    Connect APIs, bank statements and structured financial data into one safeguarding data model.

    Three ways your data reaches the control layer.

    Safeheld does not force every customer into one integration method. That is flexibility, not a lack of integration.

    APIs

    Where available and configured.

    REST ingestion for banks, ledgers, processors and internal systems that expose an interface. Endpoints are configured and validated during implementation.

    Financial data formats

    Supported structured bank and payment data.

    Statement and transaction files are parsed, validated and normalised into one safeguarding data model, with mappings versioned so prior evidence is preserved.

    Managed ingestion

    Where automated interfaces are unavailable.

    Secure file ingestion and mapping run by the Safeheld implementation team with your operations team, so a missing bank interface does not block the control environment.

    CSVXLSXJSONXMLMT940BAI2camt.053REST API

    CONNECTION STATUS

    What is native, what is supported, what is configured.

    Generic REST capability is not the same as hundreds of pre-built bank integrations, and we do not present it that way.

    Structured file ingestion (CSV, XLSX, JSON, XML)

    Parsed, validated and normalised in production today.

    Native / production-ratified

    Bank statement formats (MT940, BAI2, camt.053)

    Parsed and mapped into the safeguarding data model. Field mapping is confirmed per bank during implementation.

    Supported format

    REST API ingestion

    Generic REST ingestion. This is not the same as a library of pre-built bank connectors.

    Native / production-ratified

    Bank, processor and core-system endpoints

    Configured against the interface each provider actually offers. We do not claim a native connector for every institution.

    Configurable connection

    Custody and reserve data sources

    Connected where the provider exposes usable data. Scope is agreed before implementation begins.

    Configurable connection

    We connect your safeguarding operation with you.

    Safeheld's implementation team handles the connection, mapping and configuration work with your team, so you can move from fragmented safeguarding data to an operating control environment without building the workflow yourself. Scope depends on your entities, data sources and system complexity.

    Product Demo

    See the control layer in action.

    A short walkthrough of how safeguarding data is connected, reconciled, resolved and evidenced.

    Connect

    Bank, ledger and processor data in one model

    Reconcile

    Liabilities against the funds that protect them

    Resolve

    Shortfalls and breaks routed for investigation

    Prove

    An auditable evidence trail behind every run

    Get Started

    Request a demo

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    The system of record for client funds and reserves