API reference

Base URL

Every path below is relative to it.

Conventions

Authentication

Send an API key from Settings as a bearer token. A key acts as the member who made it, in the books it was made in, with that member's role.

Which books

A key reaches its own books. A session that opens several sets of books names one with the X-Entity-Id header.

Retries

Operations marked idempotent take an Idempotency-Key header. Retrying with the same key returns the first answer instead of writing twice. Keys are kept for 24 hours.

Errors

Every failure carries the same envelope. Branch on code, which is stable; message is for people.

{
  "error": {
    "type": "invalid_request_error",
    "code": "…",
    "message": "…",
    "param": null,
    "request_id": "…"
  }
}

Resources

One page per resource, each operation with its parameters, body, response and an example.

• CompanyThe company behind the books: its name, address and fiscal year.2 operations
• BillingThe plan the company is on, the monthly spend it is priced by, the price list, and the Stripe pages that start or change it.7 operations
• HomeCash, burn, runway, MRR and ARR, all read from the books at one posting sequence.2 operations
• TransactionsMoney that moved at a bank, card or processor, and what it was filed as.23 operations
• Bank statementsUploaded statements kept as the bank printed them, each line pointing at the transaction it became.5 operations
• Reconciliation matchesWhich statement lines and which ledger lines are the same money, matched or undone.4 operations
• CommentsNotes on a transaction for everyone in the books, which can mention members and be resolved.4 operations
• QuestionsA question about a transaction asked of one member, and their answer.5 operations
• DocumentsThe receipts and invoices behind transactions, and which transactions each supports.8 operations
• Receipt inboxThe address to forward receipts to, and the emails forwarded there with what became of each.3 operations
• MailboxesA connected Gmail or Outlook mailbox, searched now for the receipts of charges that have none.2 operations
• Mailbox messagesThe emails a mailbox search read, and whether each became a charge's receipt.2 operations
• Receipt searchesOne transaction's receipt, looked for in every connected mailbox, and how far the search got.2 operations
• RulesHow transactions are filed: written rules first, then the model.10 operations
• AutonomyHow much the model may file without a person, and every policy the books have had.4 operations
• AccountsThe chart of accounts, each account's balance and its register.10 operations
• DimensionsThe ways the books are sliced, such as department or project.5 operations
• Dimension valuesThe values a dimension takes, such as Engineering under Department.5 operations
• Journal entriesPosted entries in the ledger. Corrections are reversals, never edits.6 operations
• DraftsEntries being written that have not reached the ledger yet.6 operations
• Opening balancesWhat each balance-sheet account held on the day the books begin.2 operations
• CounterpartiesThe vendors and customers money moves between.9 operations
• Counterparty rolesWhat a counterparty is to the books: customer, vendor, employee, investor, lender or founder.5 operations
• InvoicesWhat customers are billed: drafts written freely, issued onto receivables with their due day, voided by reversal.10 operations
• Credit notesWhat customers are credited: issued against the invoice they correct, or kept as credit to apply to later invoices.8 operations
• BillsWhat vendors billed: drafts entered freely, one vendor's number taken once, approved onto payables with their due day, voided by reversal.9 operations
• Bill inboxThe address vendors send their bills to, and the emails sent there with what became of each.3 operations
• PaymentsMoney received from customers and paid to vendors, applied across invoices and bills, with what is left unapplied.10 operations
• Payment destinationsWhere vendors are paid: versioned bank accounts and addresses, kept encrypted, verified by a person before money goes there.5 operations
• ApprovalsA person's go-ahead for a payment, bound to its amount and destination, expiring, and stale the moment either changes.3 operations
• Financing instrumentsSAFEs from the day the money arrives to the priced round they convert in: issued at proceeds, previewed and converted into preferred stock and paid-in capital.12 operations
• Intercompany transactionsWhat one set of books of an organization is owed by another: one command posts an entry in each, through due-from and due-to accounts; a reversal undoes both.4 operations
• Fixed assetsEquipment in the register, depreciated by every close straight line over its useful life, and disposed of by one entry that posts the gain or loss.6 operations
• BudgetsA plan for a fiscal year by month, account and department, in versions and scenarios, and budget vs. actual read from the ledger.9 operations
• FX ratesWhat one unit of a foreign currency is in your books' currency, day by day. Correcting one never changes a line already posted.5 operations
• RevaluationsForeign balances moved to the closing rate, the difference posted as a gain or loss of its own.2 operations
• Open itemsEvery invoice, bill and payment on receivables and payables, with what each has left.2 operations
• AllocationsPayments applied to invoices and bills, and undoing one.2 operations
• PeriodsThe months of the books: soft-close, close and reopen them.7 operations
• Close tasksThe checklist each month's close works through, and its sign-offs.7 operations
• Close runsEach close of each month: its tasks, who signed each off, and the sequence it closed at.3 operations
• Account reviewsEach balance-sheet account a month's close checks against its support, with the difference and the evidence.6 operations
• ExceptionsWhat blocks a month from closing, and how each one is resolved.7 operations
• ReconciliationsAn account's balance held against its statement.2 operations
• SchedulesPayments and receipts spread over the months they pay for, each month's share taken in at its close.9 operations
• Equity awardsOption, RSA and RSU grants: recorded with their vesting, expensed straight line by every close, and forfeited when the holder leaves.6 operations
• Stock-based compensation runsEach month's stock-based compensation as its close posted it, split by department, with the entry behind it.1 operation
• ReportsThe financial statements, burn and runway, and spend by department.12 operations
• Report runsReports kept as they stood, produced again figure for figure after later corrections and reopened months.4 operations
• Board packsWhat each month's close hands the board: its statements, burn, runway and MRR, and the commentary written about them.5 operations
• MigrationsBooks moved in from QuickBooks, Xero or a file as of a cutover day, mapped account by account and tied out to the cent.12 operations
• Tax linesThe Form 1120 line each GL account reports on, for the CPA's export.2 operations
• W-9 requestsW-9s asked of vendors by email, and what each vendor certified when they completed theirs.4 operations
• Receipt requestsMissing receipts asked of the person who swiped the card, by email, with reminders.7 operations
• Cardholder contactsThe email addresses the books keep for cardholders a card program names without one.5 operations
• Cardholder identitiesThe people a card program names, by its own id for them, and the member of the books each one is.8 operations
• Detected sourcesThe accounts the books' own transactions name and the books do not read yet, such as a Stripe payout or a Gusto debit, with the lines that named them.4 operations
• Investor sharesLinks that share the closed months with an investor, read-only, and when each was last opened.4 operations
• NotificationsWhat LedgerIt told the caller, and marking it read.4 operations
• Notification preferencesWhich kinds of notification the caller has turned off.2 operations
• SearchFind GL accounts, counterparties, transactions, journal entries and rules by name, description, code or number.1 operation
• Audit eventsWhat was done to the books and who decided it, for the whole books or one record.1 operation
• Audit archiveThe audit trail's sealed segments, each downloadable for a short time.2 operations
• ContributionsThe accounting work in the books, counted: who categorized, reconciled, posted or closed what, by day, as a feed and as a year.5 operations
• PeopleWho a contributor is in these books: their name, picture and role while they are a member.1 operation
• Webhook subscriptionsAddresses the books' events are sent to as they happen, signed, with each delivery and its tries.8 operations
• BooksThe books as one archive, restored into empty books with the same trial balance, and each month's share of work done unattended and how ready it is to close.6 operations
• Books check tolerancesThe vendors a daily books check is wider for, and by how much, so a vendor whose amounts vary is not flagged every month.4 operations
• Model proposalsEvery GL account a model proposed for a transaction, with the evidence shown when LedgerIt researched an inbox item, and the department and spread it proposed.2 operations
• ConnectionsEach provider the books are connected to, read only: whether it syncs, when it last did, what went wrong, and whether it may read the provider's people.2 operations
• Bank accounts and cardsEach bank account and card a connection reads, and the GL account it posts to by date, remapped from a date.6 operations