API & Integrations
Connect Recordsure with the systems your business already uses.
Exchange documents, data and actions through configured integrations designed around your use case.
Established
integrations with Microsoft, Intelliflo and IRESS Xplan
Two-way
document and data mappings configured for the use case
Flexible
cloud, on-premises and agreed database delivery options
Controlled
single sign-on, role groups and fine-grained access
Recordsure API and integrations connect intelligence with CRM, workflow, reporting and business systems already used across your organisation.
Documents, data, audio and workflow move between the Recordsure platform and your wider environment, with mappings and actions configured for the implementation. The API underpins Recordsure’s own product architecture; it is not simply a narrow add-on. Access, licensing and scope are agreed for your use.
Each integration is scoped around the connected systems, required mappings, supported actions and your implementation needs.
Trusted by
Information received
Documents, data and audio from agreed sources
Mappings configured
Fields and files aligned to the use case
Systems connected
API, background service or ETL delivery
Actions coordinated
Agreed outputs returned to business systems
Integration capabilities
Connect intelligence with your wider technology estate
Choose an integration pattern that reflects your systems, data destinations and operational requirements.
Connect with established business systems
Recordsure has existing integrations with Microsoft, Intelliflo, and IRESS Xplan. Background services can ingest and return documents, data and audio to customer systems, including SharePoint. The available connections and their specific behaviour are confirmed for each implementation, rather than assumed to work identically everywhere.
Map information in both directions
Configurable two-way document and data mappings connect information with the destination that needs it. This can support the movement of source material into Recordsure and agreed outputs back into business systems. API patterns also support new CRM integrations, with the fields, documents and supported actions defined around the systems involved. Integration is designed around the use case, not a universal plug-and-play promise.
Choose the right route for your data
Contracted ETL services can transfer files to cloud or on-premises environments and deliver data to agreed database destinations, including Azure SQL or Snowflake. Daily delta feeds are common; other frequencies are agreed where required. The right pattern depends on your reporting needs and existing architecture.
Coordinate actions across your workflow
Agreed API integrations can support event-driven activities and configured workflow orchestration between people, Recordsure and client systems. This connects intelligence with practical next steps while keeping responsibilities clear. Which events and actions are supported depends on the integration agreed, including the capabilities and dependencies of the connected system.
Security and access
Keep connected information and access controlled
Reduce disconnected handling without removing the controls that matter. Recordsure supports single sign-on, Entra role groups and fine-grained role-based access enforced below the API layer.
Configured access and audit trails support authorised use of the platform. Skilled people retain responsibility for material decisions as information moves across systems. Explore Security and Data and Responsible AI for the wider approach.
Recordsure platform
Turn intelligence into action
Connect interaction and document intelligence with workflow, reporting and integrations to create a more complete, evidence-linked view across the business.
Conversation Intelligence
Capture and understand customer meetings and calls.
Document Intelligence
Structure documents, emails and case evidence.
Workflow automation
Move evidence, checks and actions through repeatable workflows.
Reporting & Analytics (MI)
Turn structured data into oversight, trends and management information.
API & Integrations
Connect Recordsure with your existing business systems.
Sectors
Built for regulated and evidence-intensive work
Recordsure works with organisations where important customer decisions must be efficient, explainable and defensible.
Talk to us
Connect Recordsure with your business systems
Talk to us about your systems, data flows and required actions. We can explore an integration scope that fits your environment and keeps evidence useful across the customer journey.
Frequently asked questions
API & Integrations frequently asked questions
The API is part of Recordsure’s underlying architecture, but customer access, licensing and supported scope are agreed contractually. Talk to us about the access your implementation needs.
Yes. Configurable two-way document, data and workflow mappings are supported. The direction, content and actions available depend on the agreed integration and connected system.
Daily delta feeds for MI feeds are common for contracted data delivery. Other frequencies and event-driven activities depend on the agreed integration, system capabilities and implementation requirements.
Knowledge centre
Insights and Perspectives
Curated articles, guides and perspectives on connected systems, data exchange, implementation and operational intelligence.
IBS Intelligence: AI governance and why evidence and accountability matter
European Business Magazine: Financial crime needs a team sport approach
FCA Regulatory Priorities Payments: Key areas of focus
TCC Group: What the FCA’s consolidation review means for advice and wealth management firms