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Schema
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Accounting bank data
3
Accounts payable
16
Accounts receivable
23
Bank statements
15
get
/companies/{companyId}/connections/{connectionId}/data/banking-accountBalances
List account balances
get
/companies/{companyId}/connections/{connectionId}/data/banking-accounts
List accounts
get
/companies/{companyId}/connections/{connectionId}/data/banking-accounts/{accountId}
Get account
get
/companies/{companyId}/connections/{connectionId}/data/banking-transactions
List transactions
get
/companies/{companyId}/connections/{connectionId}/data/banking-transactions/{transactionId}
Get bank transaction
get
/companies/{companyId}/connections/{connectionId}/data/banking-transactionCategories
List transaction categories
get
/companies/{companyId}/connections/{connectionId}/data/banking-transactionCategories/{transactionCategoryId}
Get transaction category
get
/companies/{companyId}/connections/{connectionId}/bankStatements/upload/configuration
Get upload configuration
post
/companies/{companyId}/connections/{connectionId}/bankStatements/upload/configuration
Set upload configuration
post
/companies/{companyId}/connections/{connectionId}/bankStatements/upload/startSession
Start upload session
post
/companies/{companyId}/connections/{connectionId}/bankStatements/upload/dataset/{datasetId}/upload
Upload data
post
/companies/{companyId}/connections/{connectionId}/bankStatements/upload/dataset/{datasetId}/endSession
End upload session
get
/companies/{companyId}/reports/categorizedBankStatement/{reportId}/transactions
Get categorized bank statement transactions
get
/companies/{companyId}/reports/categorizedBankStatement/{reportId}/accounts
List categorized bank statement accounts
get
/companies/{companyId}/reports/categorizedBankStatement/{reportId}/excel
Download categorized bank statement Excel
Companies
6
Company info
2
Connections
5
Data integrity
3
Excel reports
3
File upload
3
Financial statements
7
Financial summary
2
Liabilities
4
Loan writeback
19
Manage data
5
Manage reports
3
Sales
23
Transactions
13
Webhooks
post
Account categories updated
post
client.rateLimit.reached
post
client.rateLimit.reset
post
reports.categorizedBankStatement.generate.successful
post
reports.categorizedBankStatement.generate.unsuccessful
post
reports.creditModel.generate.successful
post
reports.creditModel.generate.unsuccessful
Bank statements
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Changes to End upload session
post
/companies/{companyId}/connections/{connectionId}/bankStatements/upload/dataset/{datasetId}/endSession
Feb 20, 2024
378cddcac7a6
Revision changes
info
endpoint added