REST API. Every action, every feature.
239 endpoints across 20 features. Authenticate with a Bearer API key, scope it to the features you need, and call the same routes the dashboard calls. The OpenAPI 3.1 spec is at /api/openapi.json.
Features · 20
Document creation, sending, and payment tracking. Covers invoices, receipts, payment requests, credit/debit memos, and clearance flows for jurisdictions that require it.
Settlement recording and allocation across document lines, including partial and multi-document payments.
Expense logging, OCR scanning, email ingestion, vendor matching, and approval workflow.
Customer records (external and in-system suppliers' clients), recipients for invoice delivery.
Supplier directory, cross-org invitations, accepted supplier catalogs.
Purchase orders from clients to suppliers, including the supplier-side reverse view.
Item catalog, stock levels, and stock-movement audit trail.
Pre-built and country-specific financial reports — income, expenses, AR aging, tax compliance.
General-ledger overlay — authored journal entries (opening balances, adjustments) and accounting periods with close/lock. Statements (trial balance, balance sheet) are served as reports.
Payroll runs — month payslip generation/approval, salary advances, and net/statutory settlement. Compensation-bearing; employment records themselves are `hr`.
Human resources — the employee roster and its employment records (a Counterparty extension), employment terms, leave and employee master data. Carries employee PII; excludes compensation, which is `payroll`.
Time and attendance — work sessions, punches and timesheets. Split from `hr` so a time-clock or scheduling integration can be granted punches without every employee's PII.
Banking details for invoice payment instructions.
Tenant management — create, configure, manage org-level settings and tax-authority integrations.
Org membership, role management, invitations, and notifications.
Scheduled and triggered workflows — wire any platform event to any API action. An automation is a graph of TRIGGER/FILTER/ACTION blocks joined by edges: discover the block catalog (GET /api/automations/actions), create the graph in DRAFT, test it synchronously, then enable it to arm.
Email inbox connections (Gmail/Outlook/IMAP/POP3) and tax-authority credential management.
Caller's own preferences and platform utilities (e.g. exchange-rate refresh).
AI companion sessions — conversations, turns, streamed output and run logs. A turn is an automation run under the caller's own principal, so it can reach only what the caller can.