Accounting API Documentation

Complete API reference with interactive examples. Test endpoints directly with your API key.

API Configuration

Get your API key from Accounting Settings → API Access

Found in your Accounting instance URL or workspace settings

1

Authentication

API Keys

All API requests require authentication using an API key. Include your API key in the Authorization header.

Authorization Header

Authorization: Bearer sk_accounting_your_api_key_here

⚠️ Security: Never expose your API keys in client-side code or public repositories.

2

Customers

GET/api/customers

Get all customers with optional filtering, pagination, and sorting

POST/api/customers

Create a new customer

GET/api/customers/:id

Get a specific customer by ID

PUT/api/customers/:id

Update an existing customer

DELETE/api/customers/:id

Delete a customer

3

Suppliers

GET/api/suppliers

Get all suppliers with optional filtering, pagination, and sorting

POST/api/suppliers

Create a new supplier

GET/api/suppliers/:id

Get a specific supplier by ID

PUT/api/suppliers/:id

Update an existing supplier

DELETE/api/suppliers/:id

Delete a supplier

4

Income

GET/api/income

Get all income entries with optional filtering, pagination, and sorting

POST/api/income

Create a new income entry

GET/api/income/:id

Get a specific income entry by ID

PUT/api/income/:id

Update an existing income entry

DELETE/api/income/:id

Delete an income entry

5

Expenses

GET/api/expenses

Get all expense entries with optional filtering, pagination, and sorting

POST/api/expenses

Create a new expense entry

GET/api/expenses/:id

Get a specific expense entry by ID

PUT/api/expenses/:id

Update an existing expense entry

DELETE/api/expenses/:id

Delete an expense entry

6

Invoices

GET/api/invoices

Get all invoices with optional filtering, pagination, and sorting

POST/api/invoices

Create a new invoice

GET/api/invoices/:id

Get a specific invoice by ID

PUT/api/invoices/:id

Update an existing invoice

DELETE/api/invoices/:id

Delete an invoice

7

Cash Accounts

GET/api/cash-accounts

Get all cash accounts

POST/api/cash-accounts

Create a new cash account

GET/api/cash-accounts/:id

Get a specific cash account by ID

GET/api/cash-accounts/:id/balance

Get current balance for a specific cash account

PUT/api/cash-accounts/:id

Update an existing cash account

DELETE/api/cash-accounts/:id

Delete a cash account

8

Reports

GET/api/reports/overview

Get financial overview dashboard data with totals and key metrics

GET/api/reports/income-trends

Get income trends over time (daily, weekly, monthly)

GET/api/reports/expense-trends

Get expense trends over time (daily, weekly, monthly)

GET/api/reports/profit-loss

Get profit and loss report with period comparison

GET/api/reports/top-customers

Get top customers by transaction volume

GET/api/reports/top-suppliers

Get top suppliers by transaction volume

GET/api/reports/cash-balances

Get current balances for all cash accounts