Embrace the future and leave tedious manual processes behind. Experience the power of Confirmation Application Programming Interfaces (APIs), which enable you to:
- Complete faster and more accurate audits without adding headcount
- Reducing workload creep during busy seasons
- Empower staff to focus on the tasks that require a high level of expertise
- Limit data entry errors and duplicative work
Discover the vast possibilities that APIs can unlock for your firm by exploring our resources below.
Confirmation APIs by the numbers
The successes of our current partners leveraging the power of Confirmation APIs:
- More than 1 million confirmation requests sent via APIs
- 15% of the world’s confirmations are sent via API and 26% of global confirmations are responded to via API
- APIs are used by top firms in the US, UK, APAC, EMEA and ANZ
- More than 250,000 requests are completed each Busy Season via APIs
- All Top 10 firms in the U.S. have integrated with at least one of our APIs
- One firm saved over 18 days' worth of billable hours during busy season 2024
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Watch our webinar
Watch our recorded API product tour for auditors to learn about the automation opportunities available to your firm, including single sign-on, audit workflow enhancement, engagement number upload and report retrievals, and integration with Thomson Reuters® Engagement Manager.
Confirmation APIs
Single Sign-On (SSO)
Allows you to have secure access to the Confirmation platform without needing a separate username and password than what you already use at your bank.
Automating the Confirmation workflow
Empowers you to automate the entire confirmation end-to-end workflow using our phased approach.
Engagement Number Upload and Billing Transaction Reports
Enables you to upload your internal engagement numbers daily and automate month-end reconciliation activities.
Connect to our APIs using Engagement Manager
Leverage our APIs by sending confirmations through Engagement Manager.
Fully or partially automate the confirmation workflow using our phased approach
How does it all work?
Confirmation APIs automate confirmation workflows or completely replace Confirmation’s UI with an internal audit tool.
You can choose how much of the Confirmation process they would like to automate. Each API removes a piece of the workflow, giving your teams a bit of relief during peak seasons.
There are four phases we recommend implementing in order and a separate stand-alone phase that can be implemented at any time:
- Phase 1: Statuses and Completed Confirmations
- Phase 2: Client Authorizations and Initiations
- Phases 3 and 4: Syncing client, signer, and bank account data
- Implement anytime: Engagement Number Upload and Billing Transaction Report API
To learn more about the individual phases and APIs, one of our account managers can schedule a demo with you and your technical team.
Manage your confirmations within a single Thomson Reuters tool
Thomson Reuters Confirmation and Engagement Manager are fully integrated, giving automatic access to the benefits of Confirmation APIs.
In Step 2, make sure you toggle “Enable Confirmation” to leverage the full integration and save your requests directly in your Engagement.
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