Integrations

Your KYC middleware layer

Mesh ID sits between your CRM and your core system. API-first, vendor-agnostic, and built to connect the tools your business already relies on. From chaos to compliance.

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Built to fit your world

No rip-and-replace. No long implementations. Mesh ID connects to what you have and adds the compliance layer your operation needs.

API-First by Design

Every feature is accessible via REST API. Embed Mesh ID directly into your existing systems, workflows, and portals without changing how your teams work.

Bring Your Own Stack

Already have a CRM, a core system, or preferred compliance tools? Good. Mesh ID integrates with what you have. No rip-and-replace. No long migration projects.

One API. Every Integration.

IDV, screening, document processing, signing, data providers, all connected through a single Mesh ID integration. Add or swap partners without touching your codebase.

Your integration never changes

Mesh ID is the stable layer in a world where providers change. Swap a vendor, add a new tool to your workflow, or upgrade to a better provider. Your integration stays exactly the same. We manage everything behind the scenes.

Swap providers without code changes

Move from one IDV or screening provider to another inside Mesh ID. Your API calls don't change. Your team doesn't notice.

Add new integrations without rebuilding

Need to add e-signature or a new data provider to your onboarding flow? Drop it into the workflow. Your existing integration is untouched.

We own the provider relationships

Mesh ID manages contracts, API updates, versioning, and breaking changes for every provider we connect to. That is our problem, not yours.

Always up to date

When providers release new versions or change their APIs, we update the integration. You get the benefit without the maintenance cost.

Use different providers in different workflows, your codebase never changes.

Every integration, one place

Connect your existing tools without ripping anything out. Mesh ID fits into your stack.

CRM

CRM Platforms Sales Tools Client Management Systems

Core Systems

Trust Admin Systems Document Management Practice Management Fund Administration

IDV and Verification

Identity Verification Document Scanning Biometric Checks

Screening and Risk

AML Screening PEP and Sanctions Adverse Media Credit Risk

Document and Data

Company Registries Identity Providers e-Signature Data Enrichment

Infrastructure

Cloud Providers SSO and Auth Deployment Environments

User Experience

Portals Native Apps (iOS / Android) Native Domains

Built for developers. Loved by compliance teams.

A clean REST API. Webhook events. SDKs. Full OpenAPI spec. Integrate once, orchestrate everything.

Full REST API

Every capability available over HTTP. Embed Mesh ID directly in your portals, CRM automations, or back-office systems.

Webhook events for real-time updates

Push notifications for every status change. Your systems stay in sync without polling. Build event-driven workflows with confidence.

OpenAPI spec and sandbox environment

Full OpenAPI 3.0 spec, interactive docs, and a sandbox to test against. Your team can integrate and validate before touching production.

User experience built in

Deploy as web portals, native iOS and Android apps, or on your own domain. White-label the experience so clients see your brand, not ours.

Portals

Native Apps (iOS / Android)

Native domains (yoururl.com)

View API documentation

REST API example
POST /projects/{projectKey}/profiles
Authorization: Bearer <token>
Content-Type: application/json

{ 
"investor_type": "NaturalPerson",
"first_name": "Jane",
"last_name": "Hartley"
}

// 201 Created
{ 
"profile_key": "PRO:a1b2c3d4e5",
"status": "pending",
"onboarding_url": "https://..."
}