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Account
2
AccountControllerV2
5
AccountingTransaction
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AccountingTransactionControllerV2
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Aging
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AgingControllerV2
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Attachment
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AttachmentControllerV2
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Bank
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BankControllerV2
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BusinessValuationControllerV2
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CustomerControllerV2
7
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DataControllerV2
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DepositControllerV2
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DisputeControllerV2
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Estimate
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File
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FinancialBenchmarking
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FinancialBenchmarkingControllerV2
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FinancialForecast
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FinancialForecastControllerV2
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FinancialFraudRisk
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FinancialFraudRiskControllerV2
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FinancialRatio
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FinancialRatioControllerV2
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FinancialStatement
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FinancialStatementControllerV2
6
Inventory
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InventoryControllerV2
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Invoice
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InvoiceControllerV2
10
Journal
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JournalControllerV2
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Order
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OrderControllerV2
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PaymentMethodControllerV2
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PortfolioMetrics
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PortfolioMetricsControllerV2
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ProbabilityOfDefault
1
ProbabilityOfDefaultControllerV2
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Product
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ProductControllerV2
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PurchaseOrder
2
PurchaseOrderControllerV2
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Refunds
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Reports
10
Sandbox
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TaxBenchmarking
1
TaxBenchmarkingControllerV2
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TaxRate
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TaxRateControllerV2
3
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TrackingCategoryControllerV2
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Transaction
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TransactionControllerV2
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TrialBalance
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TrialBalanceControllerV2
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Vendor
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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 Financial Forecast report
get
/v2/visualizations/financialForecasts
Aug 10, 2026
5cdfae3fa1fa
Revision changes
info
endpoint added