---
title: "Standardize Chart"
method: POST
path: "/onboarding/standardize-chart"
tags: ["onboarding"]
---

# Standardize Chart

`POST /onboarding/standardize-chart`

## Request

- Base URL: `https://app.zeno-works.ch` (the document declares no server; this is the origin it was published from)
- URL: `https://app.zeno-works.ch/onboarding/standardize-chart`
- Auth: none declared

Call the accountant chart-standardization for the in-progress chart (eligible).

Stateless. **422** when the chart is empty; **503** when the accountant is
unreachable. Rate-limited per user (LLM call).

## Headers

- `authorization` string, nullable

## Cookies

- `access_token` string, nullable

## Request body

- StandardizeChartRequest: Inputs for a stateless chart standardization (no company needed).
  - `settings` OnboardingSettingsIn: The accounting settings the wizard collects (defaults applied in the service).
    - `fiscal_year_start_month` integer
    - `base_currency` string
    - `opening_balance_account_number` string
    - `ar_revenue_default_account_code` string, nullable
    - `vat_liable` boolean, nullable
    - `settlement_method` 'effective' | 'net_tax_rate' | 'flat_tax_rate' | 'unknown'
    - `timing_basis` 'agreed' | 'collected' | 'unknown'
    - `filing_period_type` 'monthly' | 'quarterly' | 'semi_annual' | 'annual' | 'unknown'
    - `uid` string, nullable
    - `canton` string, nullable
    - `vat_period_start` string, date, nullable
    - `vat_period_end` string, date, nullable
    - `ar_default_due_days` integer, nullable
  - `language` 'de' | 'en' | 'fr' | 'it'
  - `industry` string, nullable
  - `fiscal_year` integer, required
  - `target_framework` string, required
  - `chart_accounts` OnboardingChartAccountIn[]
    - `account_number` string, required
    - `account_name` string, nullable
    - `category` 'asset' | 'liability' | 'equity' | 'income' | 'expense' | 'tax' | 'other' | 'unknown': The account-type axis of a ledger account (Swiss-KMU chart of accounts). Distinct from — but derived from — ``LineRole`` (the journal-line semantic role). ``unknown`` is the conservative default when classification can't decide; ``other`` covers genuinely ambiguous / closing (9xxx) accounts.
    - `is_profit_loss` boolean
    - `is_contra` boolean
    - `is_intentional` boolean
    - `account_number_guess` string, nullable
    - `journal_usage_count` integer
    - `prior_year_turnover_cents` integer, nullable
    - `prior_year_turnover_fiscal_year` integer, nullable
  - `vat_rates` OnboardingVatRateIn[]
    - `code` string, nullable
    - `rate_bps` integer, required
    - `name` string, nullable
    - `kind` string, nullable
    - `revenue_account_code` string, nullable
    - `valid_from` string, date, nullable
    - `valid_to` string, date, nullable
    - `active` boolean
  - `balance_lines` OnboardingBalanceLineIn[]
    - `line_id` string, nullable
    - `account_number` string, required
    - `account_name` string, nullable
    - `category` 'asset' | 'liability' | 'equity' | 'income' | 'expense' | 'tax' | 'other' | 'unknown': The account-type axis of a ledger account (Swiss-KMU chart of accounts). Distinct from — but derived from — ``LineRole`` (the journal-line semantic role). ``unknown`` is the conservative default when classification can't decide; ``other`` covers genuinely ambiguous / closing (9xxx) accounts.
    - `side` 'credit' | 'debit', required
    - `amount_cents` integer, required
    - `sign_display` string, nullable
    - `needs_review` boolean
    - `is_contra` boolean
    - `comparative_amount_cents` integer, nullable
  - `user_instruction` string, nullable
  - `prior_mappings` object[]

## Response `200`

Successful Response

- StandardizeChartResponse: The raw accountant standardization payload (mappings + risk_flags + …).
  - `proposal` object, required

## Other responses

- `422`: Validation Error

---

[API](https://skmtc.dev/zeno-works/apis/zeno-api.md) · [All operations](https://skmtc.dev/zeno-works/apis/zeno-api/llms.txt) · [OpenAPI document](https://skmtc.dev/zeno-works/apis/zeno-api/revisions/1eb93dde146c?raw)