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API Key
1
Approval Workflow Models
5
Approval Workflows
3
Bank accounts
5
Bank Transactions
5
Bill Payments
3
Bills
10
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Cash Matching
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Chart of Accounts
7
get
/accounts
Lists all accounts
post
/accounts
Creates an account
post
/chart-of-accounts
Creates a chart of accounts
get
/accounts/{account_id}/metadata
Retrieves account metadata
put
/accounts/{account_id}/metadata
Updates account metadata
patch
/accounts/{account_id}/metadata
Patches account metadata
post
/accounts/metadata/bulk
Updates metadata for multiple accounts
Close Checklist
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Webhooks
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23
Chart of Accounts
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Changes to Patches account metadata
patch
/accounts/{account_id}/metadata
Nov 3, 2026
c393d0102005
Revision changes
info
endpoint added