What platforms will easyAML integrate with?

Overview

easyAML seamlessly integrates with major legal and real estate platforms, enabling you to conduct Customer Due Diligence (CDD), risk scoring, and AML/CTF compliance checks without leaving your preferred software. Several integrations are live today and can be connected from the easyAML Marketplace, with more in the works with our development team. Reach out to our friendly easyAML team for more information!

How platform integrations work

When you create a transaction in your integrated platform, easyAML automatically handles the compliance heavy lifting - conducting identity verification, performing AML screening, assessing risk scores, and generating audit trails. Once complete, the verification results and compliance documentation are sent directly back to your originating platform, creating a seamless, end-to-end workflow.

Supported platforms

easyAML integrates, or is actively building integrations, with the following industry-leading platforms. Live integrations are linked to their step-by-step guides, and you can connect them yourself from the easyAML Marketplace - see Working with Apps in easyAML for a walkthrough.

Legal practice management

Clio (live)
Cloud-based legal practice management software trusted by 150,000+ legal professionals globally. Clio centralizes client intake, case management, document automation, billing, and accounting.
www.clio.com
Guide: How do I Use the Clio Integration?

Actionstep (live)
Comprehensive legal practice and accounting management platform designed for midsize law firms. Features workflow automation, matter management, document assembly, and trust accounting.
www.actionstep.com
The Actionstep integration is live: install it from the easyAML Marketplace, authorise your Actionstep account, map participant roles to easyAML transaction roles, and enable the easyAML panel on your matters. You can then create easyAML transactions directly from an Actionstep matter using the Open in easyAML button, with results and deep links flowing back to the matter. Guides: How To Integrate And Configure Actionstep With easyAML and How To Create easyAML Transactions from Actionstep Matters using the easyAML button.

Affinity (Dye & Durham)
https://dyedurham.com.au/solution/affinity/

Real estate & property

MRI Vault CRM (formerly VaultRE)
box + dice
eagle
Market-leading real estate CRM in Australia combining sales and property management in one platform. Connects marketing, sales, trust accounting, and commercial operations with AI-powered automation.
www.mrisoftware.com/au/products/vault

Real Time Agent (RTA)
Digital point-of-sale platform by Domain Holdings Australia that digitizes agency agreements, auctions, and contracts. Processes over 20% of all Australian property transactions with tools for authorities, contracts, and bidtracking.
www.realtimeagent.com.au

REI Forms Live
Cloud-based forms and contracts platform developed by Dynamic Methods in partnership with Real Estate Institutes across Australia. Provides compliant, up-to-date legal forms with electronic signing capabilities.
www.reiformslive.com.au

Conveyancing

Realtime Conveyancer
Cloud-based conveyancing practice management platform designed by conveyancers to digitalize and streamline the entire conveyancing workflow. Features include transaction management, automated settlement reconciliation, client portal app (Pathway to Settlement), workflow automation, inter-party communication tools, and mobile accessibility enabling teams to work from anywhere on any device while going paperless.
realtimeconveyancer.com.au

CATS
Complete conveyancing practice management system built by conveyancers for conveyancers in South Australia. Handles matter management, trust accounting, document automation, and compliance.
dyedurham.com.au/solution/cats

Unity (Dye & Durham) - Practice management platform designed for conveyancing and property law practices.
https://dyedurham.com.au/solution/unity-practice-management/

GreatForms
State-of-the-art compliance technology platform for South Australian real estate professionals. Part of the reaforms family, it streamlines agency agreements, contracts, and property documentation with advanced customization and validation.
reaforms.com.au/home/greatforms

Accounting

Xero
Accounting package integration to import transactions directly into easyAML
https://www.xero.com/au/

Xero XPM
(Xero Practice Manager) - Workflow and client management solution for accounting and bookkeeping firms
https://www.xero.com/au/xero-practice-manager/

Benefits of platform integration

Save Time: Eliminate manual data entry by creating transactions once in your existing system while easyAML handles verification in the background.

Reduce Errors: Automatic data synchronization minimizes human error and ensures consistency across your compliance records.

Streamline Workflows: Keep your team working in familiar software while maintaining robust AML/CTF compliance without switching between multiple systems.

Maintain Audit Trails: All verification activities are automatically documented and linked to the originating transaction for complete compliance visibility.

Enhance Client Experience: Faster processing times and reduced friction in your onboarding and transaction processes create a better experience for your clients.

Getting started

Interested in connecting easyAML to your platform? Contact our team to discuss integration options, implementation timelines, and how we can tailor the integration to your specific workflow requirements.

Note: Platform integrations may require specific subscription tiers. Contact us to learn more about integration availability for your account.

Need help? Our team is ready to help you implement seamless AML compliance across your technology stack.

Also connected to easyAML

Beyond practice management platforms, easyAML also connects to Scantek (import completed KYC data), Slack and Microsoft Teams (notifications). Each link goes to the step-by-step setup guide.