Integrations

How SLTax360 connects to the systems you already run. We split this page into what's shipped today, what's available as a custom partner integration, and what's on the roadmap — so you can scope confidently without taking a sales call to find out.

Shipped & Documented

Available on every plan. Documentation, sample requests, and tenant-level toggles where applicable.

REST API

Publicly documented API for invoices, companies, lines of business, coverages, and syndicates. Auth via API key. Submission, validation, and preview endpoints supported.

Read the API docs
Email-to-invoice pipeline

Forward broker emails with PDF or Excel attachments to a dedicated inbox; OCR and structured-data extraction produce an itemised invoice you can review before filing.

Ask about pipeline setup
Tax Calculator API

$0.19 per call, no monthly minimum. Same engine the platform uses to file. Useful for AMS integrations, quoting tools, and reconciliation scripts.

Request API access
CSV, Excel, and PDF import

Bulk-upload existing invoices in CSV/Excel formats; PDF invoices are parsed with the OCR pipeline. Mappings are kept per tenant so repeat uploads behave consistently.

Custom Partner Integrations

Live with at least one tenant in production today. New rollouts are scoped per tenant — pricing and timeline depend on the partner system you're connecting to.

Guidewire

Production-shipped via a partner proxy for at least one MGA tenant today. Premium / coverage / fees flow from Guidewire into SLTax360 for filing; multi-LOB handling and fee-type mapping documented. Newer Guidewire integrations are scoped per tenant.

AIM ALIS

Bidirectional sync with AIM ALIS for selected tenants — transactions flow into SLTax360 for filing, status flows back. Available on a per-tenant rollout schedule.

Legacy IMS systems

Several brokerages run on older IMS platforms with no public API. We support flat-file imports and SFTP drop-folder ingest for these on a case-by-case basis.

On the Roadmap

Planned, not shipped. Listed here in good faith so you know the direction — treat the absence of a date as the absence of a commitment. If one of these is on your critical path, tell us so we can prioritise.

Applied Epic

On the integration roadmap; not shipped today. Ask sales for priority — demand from active prospects moves it forward.

EZLynx

On the integration roadmap; not shipped today. Same caveat — concrete demand from a tenant accelerates the work.

NowCerts

On the integration roadmap; not shipped today.

Vertafore AMS360

On the integration roadmap; not shipped today.

Need an Integration That Isn't Listed?

Most non-trivial integrations get built when a specific tenant needs them. If you can scope yours, we can probably build it.