Bank Statements

Upload bank statements to a lead or deal (Note: Singapore Only)

Upload bank statements to a LEAD or DEAL

Note: Lead ID or Deal ID from the create/get lead or deal response is required to upload bank statements to Bizmate.

Method: POST

Request URL: https://bizmate.fasttask.net/api/v2/{entityPath}/{entityId}/bank-statement-documents

entityPath: "leads" or "deals" depending on entity

entityId: lead ID or deal ID

Maximum Length: 255

Headers:

Name	Value
Authorization	Bearer <API TOKEN>

Body:

Field	Field in Portal	Type	Example	Description	Required?
documents[0][fileName]		text	Some Text	Name of the file.
documents[0][file]		file	Some Text	File to be attached(only one attachment)

Request Body Example:

To upload multiple files, use the format illustrated in the Multiple Files Upload table, ensuring each file entry follows the structure shown, incrementing the index for each attachment.

Type : form-data

Single File Upload:

Key	type	Value
documents[0][fileName]	text	junestatement.pdf
documents[0][file]	file	transaction.pdf

Multiple Files Upload:

Key	type	Value
documents[0][fileName]	text	junestatement.pdf
documents[0][file]	file	transaction.pdf
documents[1][fileName]	text	Drivers_License_Front.jpg
documents[1][file]	file	license.jpg

Response

200(Single)

{
  "data": {
    "id": "Some Text",
    "createdAt": "2026-03-18T03:21:18.886Z",
    "updatedAt": "2026-03-18T03:21:18.886Z",
    "createdBy": {
      "type": "user",
      "id": "7e8a17fd-3577-48f4-a0e4-6cb83ea204ba",
      "fullName": "John Doe"
    },
    "updatedBy": {
      "type": "user",
      "id": "7e8a17fd-3577-48f4-a0e4-6cb83ea204ba",
      "fullName": "John Doe"
    },
    "documents": [
            {
                "id": "e84342d6-52cf-44b5-b03d-13fc1f842e91",
                "fileName": "junestatement.pdf"
            }
        ]
    }
}

200(Multiple)