Getting Started

The B2 Systems API lets your system submit MCA application data, parse bank statement PDFs, run TrueSight matching, and optionally create deals that appear in the B2 Systems dashboard.

Most integrations use one of these workflows:

Parse PDFs, Then Match

Use this when your CRM has PDF bank statements and you want B2 Systems to extract the financial data.

1. Submit PDFs to POST /v1/inflow/parsing.
2. Store the returned parsing_id.
3. Wait for the job to complete by polling GET /v1/inflow/parsing/{parsing_id} or listening for webhooks.
4. Run matching with POST /v1/truesight/matching using the completed parsing_id.
5. Store the returned matching_id and any returned deal_id.

Match CRM Data Directly

Use this when your CRM already has application and financial data.

1. Send application and financial data to POST /v1/truesight/matching.
2. Store the returned matching_id.
3. Wait for the job to complete by polling GET /v1/truesight/matching/{matching_id} or listening for webhooks.
4. Read the returned funder matches and matching breakdown.

Parse Only

Use this when you only want parsed application, statement, and financial data.

1. Submit PDFs to POST /v1/inflow/parsing.
2. Wait for completion.
3. Read application, financials, and parsing_details from GET /v1/inflow/parsing/{parsing_id}.

Deal Creation

By default, create_deal is false. When it is true, B2 Systems creates a dashboard deal and returns a deal_id.

Creating a deal is useful when your team also wants to review the application in the dashboard. If you only need parsing or matching results in your CRM, keep create_deal as false.

Reference Data

Use the reference endpoints before submitting application fields from your CRM:

GET /v1/reference/countries
GET /v1/reference/states
GET /v1/reference/provinces
GET /v1/reference/entity-types
GET /v1/reference/industries

B2 Systems normalizes common aliases such as US, USA, CA, FL, LLC, and Corp, but using reference ids or labels gives the most predictable parsing, review, and matching behavior.

Base URL

https://api.b2systems.io

Common Identifiers

external_id is your CRM or system id. Send it when you create parsing or matching jobs so you can map B2 Systems results back to your records.

parsing_id identifies one InFlow parsing job.

matching_id identifies one TrueSight matching job.

deal_id identifies a dashboard deal created by InFlow or TrueSight.