Integrations
11 connections powering your financial data
Open Banking account connections. Sync balances, transactions, and account details from UK banks in real time.
Pull balance sheets, P&L reports, and business financials. Powers the Business Equity valuation engine.
OAuth2 connection to HMRC for Self Assessment, VAT MTD, NI record, and tax obligation data.
Subscription billing, Payment Links for broker invoices, and webhook-driven payment reconciliation.
Real-time and historical cryptocurrency prices. Supports 10,000+ tokens with tiered caching.
Stock and ETF prices for portfolio holdings. Equities, funds, and index data.
Live spot prices for gold, silver, platinum, and palladium. Powers the bullion dashboard.
Gilt yields and base rate data. Used for bond valuations and late-payment interest calculations.
Financial Conduct Authority register. Referenced for partner verification and compliance checks.
Information Commissioner's Office. Data protection registration for enterprise agents.
UK company registry. Referenced for agent onboarding verification and business identity checks.
Supported UK Banks via TrueLayer
TrueLayer is authorised by the FCA (FRN: 793171). CoreFi never sees your bank credentials.
Request an Integration
Want us to connect with a service we don't support yet? Let us know.