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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.class.com.au/api/1.0
Audit Partner
API for Audit Partners ServersPartner Integration Environment (Sandbox)https://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.class.com.au/api/1.0
Feeds
A feed (in Class, a fund holding reference ) links a bank account, or a broker or platform account and the holdings within it, in a Class fund to the source of its transaction data: usually an automated feed from the provider, or manual import where no feed is available. Why set up a data feed? Class receives electronic data directly from more than 220 banks, stockbrokers and wrap providers, as well as employer contributions. Linking a feed to a fund replaces manual transaction and holding entry. Once the feed is authorised and the provider has activated it, data updates overnight. Authority to share that data is granted in one of two ways: By the account holder , who either signs an authority form that is uploaded to Class, or activates the feed online with the provider. By a third party (adviser) , whose credentials are recorded in Class for each provider, and who is linked to each feed that data should flow to. For the full product explanation, see Introduction to Data Feeds . Creating a feed, in this order Feed products — list the products available for a feed type ( Cash , Broker or Platform ) and read their authorisation, managed-account and linked-holding capabilities. For cash, supply a bsb to resolve the financial institution and its bank products. Each product lists the authorisation types its provider supports, and only those can be used. New feed — create the feed against the chosen product. Supply exactly one of the Cash , Broker or Platform blocks, matching FeedType , and choose an AuthorisationType from the product's SupportedAuthorisationTypes . Complete authorisation , depending on the authorisation type: AccountHolder — upload the signed form with Upload authority form . These feeds start at AuthorityNotRequested and do not progress until a signed form is supplied. AdviserOrDealer — supply the adviser's AuthorityId when creating the feed. Without it, the feed is created on NoAuthoritySet and receives no data. Online — the account holder activates the feed online with the provider. Where the provider uses token activation, New feed returns an AuthorityActivationNumber for the account holder to enter. Feeds and Feed detail — read the feed and track its status until the provider activates it and data begins to load. Feeds cannot currently be updated or deleted through this API. A 200 does not always mean nothing needs your attention. Two operations return 200 alongside a populated Warnings array, and the meaning is different in each: Operation What a warning means Warning shape New feed The feed was created. FeedId is returned as normal and the warning is advisory. { Code, Message } objects Upload authority form The file was stored but was not recognised . The feed will not progress until the form is verified. Plain strings Always inspect Warnings , not just the status code. See Errors and warnings for the full reference. ServersPartner Integration Environment (Sandbox)https://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.class.com.au/api/1.0
Loaded Files
Load transactions into Class in bulk, then poll the file for its result. This is the programmatic equivalent of the Class Excel Transaction Loader, and files submitted here appear alongside Excel loads in Browse Loaded Files. A submission has two layers: a small JSON envelope, and a Base64-encoded JSON data file inside it carrying the transactions themselves. The data file is documented separately — see the Overview and the data file pages. Submit returns as soon as the file is accepted. Acceptance is not completion: poll ProcessResult until it reaches a terminal value, and retrieve per-line outcomes from processed-items if any lines failed or raised warnings. ServersPartner Integration Environment (Sandbox)https://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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
The Report Generator API produces Class reports for a Self-Managed Superannuation Fund (SMSF) or trust as a finished document, so you can generate them from your own system rather than through the Class interface. Each report has its own endpoint, named after the report it produces, and takes its own parameters. Most accept a reporting period along with presentation options that control report headers, page footers, draft watermarks and how amounts are formatted. Output formats Use the outputFormat query parameter to choose between pdf , csv and rtf . Note that the Content-Type request header must always be set to application/pdf , whichever output format you ask for. ServersPartner Integration Environment (Sandbox)https://api.class-pie.com.au/api/1.0Production Environmenthttps://api.class.com.au/api/1.0
Tax Lodgment Status
The Tax Lodgment Status API reports where an entity's annual tax return has got to: whether it is still to be submitted, has gone to the tax agent, has been sent to the ATO, has lodged successfully, or has failed or been rejected. Alongside the status you get the tax agent, the lodgment date, the amount payable or refundable, and the audit date where one applies. The endpoints come in two levels, each available for a single financial year ( /status ) or a range of years ( /history ): Business level ( /b/{businessCode}/... ) returns every entity of the requested type across a business, paginated. The POST variants take the same parameters and return the same response, but also let you narrow the results by brand, tag or white label in the request body. Fund level ( /f/{businessCode}/{fundCode}/... ) returns a single entity. At either level you can filter to a particular lodgment status. Where multiple years are returned, they are ordered latest year first. Supported entity types These endpoints support both SMSF and Trust entities. At business level, use the entityType query parameter to choose which entity type to return. At fund level, the entity type is determined by the entity that fundCode resolves to, and is returned in legalType . Entity type differences Some fields relate to obligations that apply to an SMSF but not to a Trust, and are not expected to be populated for a Trust: Field Why it differs auditDate An SMSF must be audited each year before its annual return is lodged, so an audit date is recorded against each lodged year. A Trust has no equivalent annual audit tied to lodgment. amountDue Trust income is generally assessed in the hands of the beneficiaries rather than the trust itself, so a Trust lodgment does not usually carry an amount payable or refundable. ServersPartner Integration Environment (Sandbox)https://api.class-pie.com.au/api/1.0Production Environmenthttps://api.class.com.au/api/1.0
Tax Reports
Provides a comprehensive suite of endpoints for Tax Reports ServersPartner Integration Environment (Sandbox)https://api.class-pie.com.au/api/1.0Production Environmenthttps://api.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://api.class-pie.com.au/api/1.0Production Environmenthttps://api.class.com.au/api/1.0