LeanFintech turns financial inboxes, Indian investment documents, RTA reverse feeds, and registry checks into infrastructure your team can ship with.
Use the product that solves today's problem without closing off tomorrow's architecture.
CASParser extracts and normalizes Indian investment portfolios into structured JSON.
CASParser APIConnect financial inboxes and turn permitted messages, attachments, and history into structured objects and events.
Explore InboxPortfolio Connect gives your users a branded way to upload, fetch, or find their data.
White-label SDKNormalize and reconcile CAMS/KFintech reverse-feed records for distributor books and wealth platforms.
RTA Sync product pageMailback, inbox, inbound email, callbacks, and source-specific operations without the glue code.
Workflow APIsPAN, KRA, DigiLocker, and identity workflows for investment onboarding and compliance.
Verification layerParse CDSL, NSDL, CAMS, and KFintech CAS statements. Return holdings, transactions, investor details, and portfolio summaries in a consistent structure across supported source types.
curl -X POST \
https://api.casparser.in/v4/smart/parse \
-H "x-api-key: YOUR_API_KEY" \
-F "pdf_file=@cas.pdf" \
-F "password=INVESTOR_PAN"The API detects the CAS type and returns a unified response. Your product can focus on portfolio views, insights, reporting, and advice.
RTA Sync removes provider-specific parsing and transaction cleanup from MFD, RIA, and wealth-platform back offices.
Upload one or more CAMS or KFintech CSV, XLS, XLSX, or DBF files. The engine detects the provider format and returns canonical transaction records, source identity, warnings, and batch summaries.
Compare current and previous normalized batches without giving up control of your ledger. The stateless reconciliation API classifies records and returns field-level changes.
Portfolio Connect is a white-label SDK for React, Next.js, Vue, Angular, and vanilla JavaScript. Your product owns the experience; LeanFintech owns the collection flow.
npm install @cas-parser/connect
<PortfolioConnect
accessToken={shortLivedToken}
config={widgetConfig}
onSuccess={handlePortfolio}
/>Most teams do not lose time parsing one PDF. They lose time getting the right PDF, from the right source, into the right workflow.
Read-only OAuth flows for Gmail and other supported inboxes. Find CAS emails without asking users to download files or share passwords.
Inbox guideRequest a fresh mutual-fund statement for a date range through supported RTA workflows. Useful for onboarding and incomplete histories.
Mailback documentationProvision a unique address, receive investor-forwarded statements, and send files or webhook events to your system.
Inbound email guideParse broker trade documents into structured transaction and charge data for portfolio, tax, and reconciliation workflows.
See use casesThe Contract Note Parser extends the layer from holdings and statements into broker trade documents, charges, and tax-ready transaction detail.
Use the normalized data in a wealth dashboard, advice workflow, tax product, client report, agent, or internal operations system. LeanFintech stays underneath the experience.
Discuss your use caseBring us the sources, consent flows, and customer journey you need to support. We will map the shortest production path.
What teams ask when they map their first integration.
A single platform with six entry points: Portfolio data (CASParser), Inbox intelligence, Embedded import (Portfolio Connect), RTA Sync, Workflow automation, and Verification.
RTA Sync normalizes CAMS and KFintech reverse-feed files into canonical operational records, with stateless RTA Reconciliation to show what changed between batches.
No. You can start with a single workflow and adopt more layers as you build.
On casparser.in, the site for the flagship CAS-parsing product, which hosts developer documentation and self-serve API pricing.