Integrations

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Explore our integrations.

Source of funds, sorted.

Get the data, answers and evidence you need in moments with bank information, questionnaires, fact finds and analysis.

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Build your firm advantage.

Source integrates with Actionstep, providing a single source of practice intelligence, automates routine tasks and smooths client intake. 

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Prioritise what counts with Elite 3E

Source seamlessly integrates with 3E through its native API, providing an ideal combination of flexibility, resilience, and speed to prioritise client service.

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Public API

Automate case completion based on customisable criteria, and retrieve case details seamlessly, including entity and individual verification data.

Our synchronisation feature eliminates redundant data entry, while real-time webhook notifications keep you informed of status changes. 

Built on secure, modern cloud technology, our API ensures data privacy and compliance with OAuth2 authentication, GraphQL for flexible data management, and TLS 1.1+ encryption.

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Zapier

Easy automation for busy people.  Zapier moves information between your systems and First AML automatically, so you can focus on your most important work. Link First AML to other platforms with a few clicks, so they can share data -- no code required, and time-saving workflows called Zaps are set up in minutes.

The Zapier integration within First AML is free to all First AML customers. The integration requires a Zapier account, and certain apps integrated with Zapier may require a paid Zapier subscription. 

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Onboard clients faster than ever before.