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Accounting28

Admin4

Administration48

Attachments2

Bank Feeds30

get/bank-feedsList bank-feed accounts and one transaction bucket
post/bank-feedsAdd a bank feed
post/bank-feeds/{itemId}/hideHide a bank feed
post/bank-feeds/{itemId}/showShow a hidden bank feed
get/bank-accounts/{id}/bank-feed-uploadsBank Feeds upload history
post/bank-feed-uploads/{importId}/removeRemove a Bank Feeds upload
get/bank-feeds/healthBank feed connection and delivery health
get/bank-feeds/incidentsList bank-feed recovery incidents
get/phone-lookupReverse phone lookup
get/bank-feeds/sms-settingsRead bank-feed outreach settings
put/bank-feeds/sms-settingsUpdate bank-feed outreach routing
post/bank-feeds/send-connect-smsSend a first-time bank-connect link by text and email
post/bank-feeds/send-connect-inviteInvite a company to connect a bank by text and email
post/bank-feeds/{itemId}/send-reconnect-smsSend a reconnect link by text and email
post/bank-feeds/{itemId}/send-statement-consentAsk a client to enable Plaid Statements
get/bank-feeds/bank-connection-tasksList first-time bank-connection tasks
post/bank-feeds/bank-connection-tasksCreate a bank-connection task (optionally text it)
get/bank-feeds/reconnect-incidentsList open reconnect incidents
get/bank-feeds/reconnect-incidents/{incidentId}/timelineReconnect incident timeline
post/bank-feeds/reconnect-incidents/{incidentId}/resolveResolve a reconnect incident
get/plaid/connectionsList Plaid bank connections
post/plaid/link-tokenCreate a Plaid Link token
post/plaid/exchangeExchange a Plaid public token
post/plaid/update-completeFinish a Plaid update-mode relink
post/plaid/accounts/{plaidAccountId}/mapMap a connected account to a register
get/plaid/accounts/{plaidAccountId}Count the rows one Plaid account brought in
patch/plaid/accounts/{plaidAccountId}Disconnect or restore one Plaid account
delete/plaid/items/{plaidItemId}Schedule a Plaid bank connection disconnect
post/plaid/statements/refreshInspect or request a targeted statement refresh
post/plaid/syncQueue a Plaid feed sync

Banking102

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

Bank Feeds

Changes to Count the rows one Plaid account brought in

get/plaid/accounts/{plaidAccountId}

Oct 19, 2026b24cdfaa200e Revision changes
- info
  endpoint added