Accountant Portal

Create a manual reconcilable bank account

Creates a manual bank account (no integration, no provider) on an existing GL account so a bank, card or processor account that exists only in the chart of accounts can be reconciled (#2874). The GL account must belong to the customer, be active and postable, resolve to a cash, treasury, clearing or credit-card detail type, and not be a Median system account (1080 Transfer Clearing). Posts nothing to the ledger. entityId and currency default from the company's one legal entity. Service-principal access reviewed 2026-10-01 (#2874).

post/accountant/companies/{customerId}/bank-accounts

Request

  • Base URL: https://api.medianfi.com/api/v1
  • URL: https://api.medianfi.com/api/v1/accountant/companies/{customerId}/bank-accounts
  • Auth: one of:
    • HTTP bearer
    • API key in header X-API-Key

Request body

glAccountIdstring uuid required
institutionNamestring required
maskstring

Last 4 digits of the account number

type'checking' | 'savings' | 'credit' | 'investment' | 'processor' required
currencystring

Defaults to the owning legal entity's functional currency

entityIdstring uuid

Required only when the company has more than one legal entity

Response

Manual bank account created

successboolean

Example response

{
  "data": {
    "currency": "USD"
  }
}

Changes

No recorded changes to this operation across all 1 revision of this API.