Get started with 365 Finance API. Learn about authentication, environments and integration options.
Getting Started
API Endpoints
Partner API Overview
The 365 Finance Partner API provides secure, programmatic access to your brokerage data. Built for brokers, introducers, and partners who need to integrate our data into their own systems.
Key Features
🔐 Secure API Key Authentication
Simple, secure authentication using API keys with automatic data filtering by partner ID.
📊 Real-Time Data Access
Access up-to-date cash advance and commission information for your brokerage.
🚀 Fast & Reliable
Built on AWS infrastructure with high availability and low latency.
🔄 Automatic Data Filtering
Your API key is linked to your partner ID - you only see data relevant to your organization.
API
We offer an API with an API Key authentication method:
Modern API Key authentication for simplified integration.
- Authentication: API Key via
X-API-Keyheader - Use case: New integrations and partners
- Benefits: Simpler authentication, faster setup, easier to maintain
- Status: Recommended for all new integrations
Getting Started
Step 1: Request API Access
Contact your account manager or email [email protected] to request API access. You'll need to provide:
- Your company name and contact information
- Environment (staging or production)
Step 2: Receive Your Credentials
You'll receive:
- Unique API key (64-character hexadecimal string)
- Access to our staging environment for testing
- This documentation and integration support
Step 3: Test in Staging
Use our staging environment to test your integration:
- Staging URL:
https://staging-api.365finance.co.uk - Safe environment with sandbox data
- No impact on production systems
- Perfect for development and testing
Step 4: Go Live
Once testing is complete:
- Request production credentials
- Update your application configuration
- Deploy to production
- Start accessing live data
