Recent changes to the Banklyze API. Subscribe to our webhook events or check this page for updates.
v1.8.0AddedNew endpoints for deal assignments, threaded comments, document requests, and activity timeline. Team members can now be assigned reviewer/underwriter roles on deals with full audit trails.
v1.7.0AddedSalesforce, HubSpot, and Pipedrive integrations with configurable field mappings, automatic sync, and manual sync triggers. Sync history log with filtering by deal and provider.
v1.6.0AddedCreate custom rulesets with configurable factor weights and grade thresholds. Evaluate deals against multiple rulesets simultaneously for comparative scoring. Ruleset snapshots are preserved on recommendations.
v1.5.1FixedFixed the API base URL from app.banklyze.com/api/v1 to api.banklyze.com/v1. All SDK clients and documentation have been updated.
v1.5.0AddedNew /ingest endpoint for uploading multiple documents with automatic deal matching. Supports idempotency keys, batch status tracking, and callback URLs for completion notifications.
v1.4.0ChangedDocuments are now automatically classified as bank_statement, tax_return, or profit_and_loss using heuristic-first classification with LLM fallback. Manual document_type parameter is now optional.
v1.3.0AddedSubscribe to Server-Sent Events for real-time pipeline progress on document processing. Six event stages from extraction through scoring with deal-level aggregation updates.