Introduction Quickstart Build with AI

Accounting - Financial Reports Accounting - VAT Reports Addresses Bank Reconciliation Banking Billing Business Analytics Business Meta Businesses Card Clearing Certificates Client Branches Client Contacts Client Payment Cards Client Statistics Clients CRM - Call Logs CRM - Client Profile CRM - Communication CRM - Dashboard CRM - Deals CRM - Lifecycle CRM - Meetings CRM - Notes CRM - Pipelines CRM - Reminders CRM - Tasks CRM - Templates CRM - Timeline Customer Ledger Document Finalization & Payments Document PDFs Document Templates Document Types Documents Expense Exports Expense Inbox Expense Management Expense OCR Expenses Inventory - Counts Inventory - Product Categories Inventory - Stock Inventory - Stock Movements Inventory - Warehouses Mandates (Standing Orders)Notification Preferences Notifications Partner — API Keys Partner — Branding Partner — Clients Partner — Cross-Merchant Partner — Documents Partner — Email Settings Partner — Me Partner — Merchants Partner — Webhooks Payment Links Payment Pages Payment Pages Analytics Payment Terminals Payment Terms Product Import Products Projects reports SMS Supplier Advances Suppliers Tags Tax Authority - VAT Report 874 Tax Authority Export Tax Authority Integration Transaction Fees Tranzila Registration Webhooks

Banking

Banking — 6 endpoints.

Get business bank accounts

GET /banking/businesses/businessId/accounts

Create bank account

POST /banking/businesses/businessId/accounts

Get specific bank account

GET /banking/businesses/businessId/accounts/accountId

Update bank account

PUT /banking/businesses/businessId/accounts/accountId

Delete bank account

DELETE /banking/businesses/businessId/accounts/accountId

Set account as default

PUT /banking/businesses/businessId/accounts/accountId/set-default

Bank Reconciliation

Bank Reconciliation — 19 endpoints.

Billing

Billing — 7 endpoints.