Explore Class APIs
Browse the full suite of Class APIs and filter by product to find what you need.
APIs
21
Accounting Reports
Provides a comprehensive suite of endpoints to generate various financial and accounting reports for funds managed within Class. It allows users to retrieve detailed data for bank movements, cash reconciliation, depreciation, investment transactions, capital gains, and more. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Actuarial Certificate
The Actuarial Certificate callback API allows a registered Actuarial Certificate Provider (ACP) to create and update certificate statuses and upload the signed certificate document back to Class for a certificate request initiated by Class. Use these endpoints after Class has POSTed the initial request to your system and the Class user has finalised on your website. See the Provider-to-Class Updates guide for how the endpoints are used together. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Audit Partner
API for Audit Partners ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Beneficiary Data
The Beneficiary Data provides endpoints for managing beneficiary information within a Fund. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Business Data
List all contacts in a specified business. List all brands in a specified business. Check whether fund Tbar records exist. Load fund reference data into a business; the fund will be created if it does not yet exist. Load fund Tbar history. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Document Management Service (DMS)
The Document Management Service (DMS) API allows you to upload documents, search for documents, tag documents and download documents in the Class DMS. The key features of the API: Documents : Ability to upload new documents, list or search for documents, download documents or delete documents. Tags : Ability to list available tags at business level or per document, create new custom tags, update or delete tags on specific documents. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Feed Data
Generate a report of feed and ledger balances for all holdings in a feed or fund, including aggregate information on how many accounts reconcile with the latest feed data. Retrieve a summary of the configuration and current status of all feeds in a business or fund. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Fund Data
Provides comprehensive fund-related data through various endpoints. These endpoints supports a wide range of functionalities, and commonly integrates accounting platforms, audit work papers, compliance engines, and member portals by delivering structured, consistent fund related data.: Retrieving lists of available funds and accessing detailed information about each fund. Extracting legal structure attributes, trustee types, and compliance status. Obtaining member-level data such as pension details, beneficiary designations, and personal identifiers. Exporting fund-specific policies and configurations used in calculations and reporting, including: Data feed products linked to the fund, such as investment platforms or brokerage feeds. High-level investment and holding account structures, including classifications for fund reporting. General ledger classifications for financial reconciliation and audit alignment. Pension specifications such as product types, commencement dates, and regulatory flags. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Fund Reports
Provides secure access to comprehensive fund-related data and reports. It enables retrieval of fund summaries, detailed fund reports, general minute letters, SuperStream ESA notifications, and transfer balance declaration reports. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Fund Web
Provides fund-related data, with a range of functionalities with accessing detailed information about specific funds such as contribution caps, portfolio details. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Investment Data
Provides endpoints for accessing and managing investment data, holding accounts, daily valuations, feed reconciliations, and bank account movements within a fund. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Investment Reports
Investment Reports is designed to deliver comprehensive financial reporting for investment funds, focusing on trust income, asset positions, investment performance, and related financial metrics. This API enables users to retrieve detailed data for specific funds within a business, supporting tax reporting, portfolio analysis, and investment performance tracking. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Member Data
Provides authorised access to member-related information within a specified superannuation fund. This schema enables users to retrieve, manage, and update member accounts and personal details through a structured API interface. It supports a wide range of operations including: Querying member accounts and retrieving account summaries Accessing detailed personal, contact, and beneficiary information Managing member transitions and nomination details Updating member records such as contact preferences, tax file numbers, and insurance coverage The schema is designed to facilitate seamless integration with fund administration systems, ensuring data consistency, compliance with regulatory requirements, and efficient member servicing. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Member Reports
Provides secure access to detailed financial and member-related reporting data for managed funds. The system enables retrieval of member-specific reports, including: Income Stream Schedules – Detailed breakdown of periodic income payments and associated tax components. Contribution Summaries – Comprehensive records of member contributions, including employer, personal, and government co-contributions. Pension Limits – Monitoring and reporting of pension caps to ensure compliance with regulatory thresholds. Transaction Details – Itemised history of all member transactions, such as deposits, withdrawals, rollovers, and adjustments. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Minutes Data
Provides secure access to a comprehensive repository of minutes and official records for managed funds. The endpoint enables retrieval of various types of trustee and transaction-related minutes, including: Trustee Minutes – Official records of trustee meetings, decisions, and resolutions. Financial Statement Trustee Minutes – Minutes documenting trustee approval and discussion of financial statements. Investment Transaction Confirmation Minutes – Records confirming investment transactions, including approvals and execution details. This ensures transparency, auditability, and compliance with governance requirements for all fund-related activities. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
One Click Audit
The One Click Audit callback API allows a registered External Audit Provider to send status updates, progress messages, audit documents, completion details, and error messages back to Class for an in-progress audit request. This API is only called by registered Audit Providers. It is not a general consumer API. To become a registered audit provider you must first complete the registration process with Class. For context on how this integration works end-to-end, see the accompanying guide pages (Overview, Registration, Authentication, Workflow, and Class-to-Provider Requests). ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Portfolio Balance Service
The Portfolio Balance Service (PBS) aims to facilitate the activation, authorization, and collection of client financial data from mutually agreed financial institutions. This API service provides the holding balances and market values of entities to offer a single view of wealth. This information could be used to integrate with CRM systems or dashboards. In order to use the PBS API, you will need to obtain: 1 OAuth credentials 2 Access token, using your OAuth credentials. Authorization servers: PIE (Sandbox): https://demo-apps.hub24.com.au/Hub24_OAuth/rest/oauth2/token Production: https://apps.hub24.com.au/Hub24_OAuth/rest/oauth2/token Obtain an access token by making a call to the authorization server as follows: --header 'Content-Type: text/plain' --data 'grant_type=client_credentials&client_id={your client id}&client_secret={your client secret}' You will receive a response providing: your Access token of type "Bearer" (valid for 24 hours) your Refresh token Once you have an Access token, then call the API resource server as follows: --header 'Authorization: Bearer ae2ef02cd882530c545d238c771dc15af7b8148ef5bd5d38b7b3ad1346c4' Authorization value should use the word "Bearer" followed by a space and then the {Access token} obtained earlier. Results will be paged, so ensure you request and obtain paging metadata to ensure you retrieve all information. ServersClass-Pie. The Class Partner Integration Environment (PIE) is a sandbox environment.https://daas-api.class-pie.com.auClass-Production.https://daas-api.class.com.au
Report Generator
"It functions primarily to generate various reports for financial entities, including Self-Managed Superannuation Funds (SMSF) and Trusts. These reports can be generated in PDF, CSV, or RTF formats. To specify the output format, the outputFormat parameter must be set in the query string of the request. The Content-Type header should always be "application/pdf" regardless of the output format. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Tax Lodgment Status
The Tax Lodgment Status API endpoints - temporary documentation as we transition these endpoints over to to our new API environment. The new developer portal will replace this documentation. Ensure that you use the new BASE url apigateway.class.com.au ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
Tax Reports
Provides a comprehensive suite of endpoints for Tax Reports ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0
User
Retrieve the authenticated user's identity claims and Class profile. Validate an access token and return its metadata. Query the user's party roles based on a specific fund or authorised scope url. ServersPartner Integration Environment (Sandbox)https://apigateway.class-pie.com.au/api/1.0Production Environmenthttps://apigateway.class.com.au/api/1.0