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Account
2
AccountControllerV2
5
AccountingTransaction
1
AccountingTransactionControllerV2
1
Aging
2
AgingControllerV2
2
Attachment
2
AttachmentControllerV2
2
Bank
6
BankControllerV2
13
Bill
7
BillControllerV2
13
Budget
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Businesses
12
BusinessValuation
1
BusinessValuationControllerV2
1
Connection
2
ConnectionControllerV2
2
ContactControllerV2
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Credit
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CreditControllerV2
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Customer
3
CustomerControllerV2
7
Data
3
DataControllerV2
6
Deposit
2
DepositControllerV2
2
Dispute
1
DisputeControllerV2
1
Estimate
2
EstimateControllerV2
2
ExpenseControllerV2
2
File
1
FinancialBenchmarking
1
FinancialBenchmarkingControllerV2
1
FinancialForecast
1
FinancialForecastControllerV2
1
FinancialFraudRisk
1
FinancialFraudRiskControllerV2
1
FinancialRatio
1
FinancialRatioControllerV2
1
FinancialStatement
3
FinancialStatementControllerV2
6
Inventory
3
InventoryControllerV2
3
Invoice
6
InvoiceControllerV2
10
Journal
3
JournalControllerV2
8
Order
1
OrderControllerV2
1
PaymentMethodControllerV2
1
PayrollTransaction
1
PortfolioMetrics
1
PortfolioMetricsControllerV2
1
ProbabilityOfDefault
1
ProbabilityOfDefaultControllerV2
1
Product
1
ProductControllerV2
1
PurchaseOrder
2
PurchaseOrderControllerV2
2
Refunds
4
Reports
10
Sandbox
2
TaxBenchmarking
1
TaxBenchmarkingControllerV2
1
TaxRate
1
TaxRateControllerV2
3
TrackingCategory
2
TrackingCategoryControllerV2
2
Transaction
1
TransactionControllerV2
1
TrialBalance
1
TrialBalanceControllerV2
1
Vendor
3
VendorControllerV2
8
Visualizations
16
get
/v2/visualizations/invoices
List Invoices report
get
/v2/visualizations/bills
List Bills report
get
/v2/visualizations/revenue
List Revenue report
get
/v2/visualizations/expenses
List Expenses report
get
/v2/visualizations/cashflowStatements
List Cashflow report
get
/v2/visualizations/incomeStatements
List Income Statements report
get
/v2/visualizations/balanceSheets
List Balance Sheets report
get
/v2/visualizations/financialRatios
List Financial Ratios report
get
/v2/visualizations/railzScore
List Credit Score report
get
/v2/visualizations/credits
List Credit report
get
/v2/visualizations/bankAccounts
List Bank Account
get
/v2/visualizations/bankReconciliation
List Banking Reconciliations
get
/v2/visualizations/businessValuations
List Business Valuations
get
/v2/visualizations/taxBenchmarking
List of Tax Benchmarks
get
/v2/visualizations/financialForecasts
List Financial Forecast report
get
/v2/visualizations/financialForecasts/summaryEligibility
List Financial Forecast Summary Eligibility
Visualizations
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Changes to List Business Valuations
get
/v2/visualizations/businessValuations
Aug 10, 2026
5cdfae3fa1fa
Revision changes
info
endpoint added