APIs
Generators
Stacks
Projects

Docs
History
Schema
Generate

Filter operations

Accounting28

Admin4

Administration48

Attachments2

Bank Feeds30

Banking102

post/bank-activity/queryQuery exact bank activity
get/bank-transactions/{bankTransactionId}/activityGet a bank transaction's change history
get/bank-transactions/{bankTransactionId}/record-transferList transfer pair candidates
post/bank-transactions/{bankTransactionId}/record-transferRecord a transfer pair
post/bank-transactions/{bankTransactionId}/reject-transfer-pairReject a transfer pair
post/bank-transactions/{bankTransactionId}/not-duplicateMark a possible duplicate as not a duplicate
post/bank-transactions/{bankTransactionId}/reopen-transfer-pairReopen a rejected transfer pair
get/bank-transactions/{bankTransactionId}/match-entriesList match candidates
post/bank-transactions/{bankTransactionId}/match-entriesMatch to an existing entry
get/bank-transactions/{bankTransactionId}/match-invoiceList open invoices for a deposit
post/bank-transactions/{bankTransactionId}/match-invoiceReceive a deposit as an invoice payment
get/bank-transactions/{bankTransactionId}/match-billList open bills for a withdrawal
post/bank-transactions/{bankTransactionId}/match-billPay bills with a withdrawal
get/check-quarantine/inventoryGet active check-quarantine inventory
get/check-quarantineList quarantined checks
get/check-quarantine/{bankTransactionId}Get check evidence
post/check-quarantine/{bankTransactionId}/retryRetry check-image reading
post/check-quarantine/{bankTransactionId}/attach-imageAttach an alternate check-image PDF
post/check-quarantine/{bankTransactionId}/check-numberCorrect a quarantined check number
post/check-quarantine/{bankTransactionId}/apply-preparedApply a prepared check resolution
post/check-quarantine/{bankTransactionId}/resolveResolve a quarantined check
post/check-quarantine/{bankTransactionId}/release-misclassificationRelease a check misclassification
patch/bank-transactions/{bankTransactionId}Edit an unposted feed transaction
get/bank-transactions/{bankTransactionId}/vendor-historyGet posted vendor history for a bank transaction
get/bank-transactions/suggestionsSuggest categories for uncoded feed transactions
post/bank-transactions/remove-duplicatesRemove confirmed duplicate posted transactions
post/bank-transactions/exclude-batchExclude many unposted bank transactions
post/bank-transactions/suggestions/precomputePrecompute category suggestions for uncoded feed transactions
post/bank-transactions/suggestions/researchResearch category suggestions for bank transactions
post/bank-transactions/{bankTransactionId}/postPost a bank feed transaction to the general ledger
get/bank-transactions/{bankTransactionId}/split-postedRead a posted bank transaction's category lines
post/bank-transactions/{bankTransactionId}/split-postedSplit a posted bank transaction across categories
post/bank-transactions/post-batchBatch-post bank feed transactions
post/bank-transactions/categorize-batchApply one category to many bank transactions
patch/bank-accounts/{bankAccountId}Update bank account settings
post/bank-accounts/{bankAccountId}/opening-balanceSet a register's opening balance from its statement
post/bank-transactions/external-syncSync settled activity from an external assistant
get/bank-accountsList bank accounts
post/bank-accountsCreate a bank or card register
get/banking/firm-outstanding-transactionsRead outstanding reconciliation transactions across accessible companies
get/bank-accounts/{bankAccountId}/outstanding-transactionsRead outstanding transactions through the last completed reconciliation
get/bank-accounts/{bankAccountId}/transactionsList bank transactions for a bank account
post/bank-accounts/{bankAccountId}/transactions/importRetired: import bank activity into a register
post/bank-accounts/{bankAccountId}/bank-feed-csvUpload a bank or card file into the account's Bank Feeds card
get/bookkeeping/work-queueBookkeeping work queue for the organization
get/bookkeeping/firm-work-queuesFirm-wide bookkeeping work summary
get/bank-transactions/class-suggestionsSuggest classes for feed rows
get/bank-rulesList versioned bank rules
post/bank-rulesCreate a versioned bank rule and queue the feed pipeline
get/bank-rules/{id}Get a bank rule
delete/bank-rules/{id}Retire a bank rule
patch/bank-rules/{id}Create a new immutable version of a bank rule
post/bank-rules/applyApply active bank rules to uncategorized transactions
get/feed-pipeline/runsList durable feed pipeline runs
get/feed-pipeline/healthInspect feed pipeline health
post/automation-assurance/reversal-manifestsPrepare an immutable feed undo (void) manifest
get/automation-assurance/reversal-manifests/{manifestId}Read a frozen feed undo manifest and its effects
post/automation-assurance/reversal-manifests/{manifestId}/applyApply a prepared feed undo (void) manifest
get/automation-assurance/qualityRead mature-cohort automation quality
post/automation-assurance/qualityRefresh event-derived automation quality projection
get/bank-statementsList bank statements
post/bank-statementsCreate an uploaded bank statement
get/bank-statements/{statementId}/downloadDownload or preview a stored statement PDF
patch/bank-statements/{statementId}Change an uploaded statement
get/bank-statements/{statementId}/diagnosticsDiagnose a statement extraction
get/statement-intakesList client statement wildcard intakes
get/statement-coverage/policiesList statement coverage policies
put/statement-coverage/policiesCreate or update a statement coverage policy
get/statement-coverage/periodsList statement coverage periods
post/statement-coverage/periods/{id}/requestRequest a statement for one coverage period
get/statement-coverage/periods/{id}/true-upPreview an annual ending balance true-up
post/statement-coverage/periods/{id}/true-upComplete an annual ending balance true-up
post/statement-coverage/periods/{id}/waiveWaive one statement coverage period
get/statement-coverage/recommendationsList statement coverage recommendations
post/statement-coverage/recommendationsScan for statement coverage recommendations
post/statement-coverage/recommendations/{id}/acceptAccept a statement coverage recommendation
post/statement-coverage/recommendations/{id}/dismissDismiss a statement coverage recommendation
post/statement-coverage/materializeMaterialize statement coverage periods
get/reconciliation-readinessList pure reconciliation readiness rows
get/statement-coverage/requestsList statement request options for the Statements tab
post/statement-coverage/requestsRequest or resend missing statements from the client
get/bank-accounts/{id}/reconciliation-setupRead reconciliation setup context
post/bank-accounts/{id}/reconciliation-setupFinish reconciliation configuration and request statement evaluation
patch/bank-accounts/{id}/reconciliation-setupSave reconciliation history
post/bank-accounts/{id}/starting-pointConfirm a reconciliation starting point
patch/bank-accounts/{id}/starting-pointCorrect starting-point carry-forward items
patch/bank-accounts/{id}/reconciliation-start-dateChange a bank account reconciliation start date
get/bank-transfer-pair-rejectionsList rejected transfer pairs
get/bank-transactionsList bank transactions across organization bank accounts
post/bank-transactions/{transactionId}/reclassifyReclassify a bank transaction
post/bank-transactions/{transactionId}/matchMatch a bank transaction to an invoice or bill
post/bank-transactions/{transactionId}/splitSplit a bank transaction across invoices or bills
post/bank-transactions/{transactionId}/reconcileCheck a bank transaction in an open reconciliation
post/bank-transactions/{transactionId}/unreconcileUncheck a bank transaction from its open reconciliation
post/bank-transactions/{transactionId}/excludeExclude a bank transaction
get/firm/check-quarantineGet firm check-quarantine rollup
get/management-reviewList Ask Client communication work
post/management-review/parkMove one eligible transaction to Ask Client
post/management-review/sendPreview or send Ask Client communication
get/management-review/settingsGet Ask Client communication settings
patch/management-review/settingsUpdate the Ask Client designated recipient
post/client-requests/batchCreate one client request for selected transactions

Billing4

Bookkeeping5

Client Onboarding32

Client Portal4

Client Requests (Firm)15

Community13

Companies1

Company brief5

Contacts10

CRM30

CRM Proposals31

Customer Portal2

Families41

Firm2

Firm Staff9

Import/Export3

Imports24

Integrations8

Invoicing20

Notifications5

Onboarding7

Organizations5

Partner API25

Payroll21

Payroll Report Review4

Period close4

Posting6

Product Ideas4

Reconciliation13

Reports50

Tally60

Tally Files15

Tally Voice8

Tally Workspace8

Vendors12

Webhooks2

Banking

Changes to Mark a possible duplicate as not a duplicate

post/bank-transactions/{bankTransactionId}/not-duplicate

Oct 19, 2026b24cdfaa200e Revision changes
- info
  endpoint added