API Guides
Step-by-step guides to help you integrate with the DayZero accounting platform.
Getting Started
Authentication
Set up Bearer token authentication for the DayZero API.
First Request
Make your first API call to DayZero in under 5 minutes.
Error Handling
Understand DayZero API error responses and status codes.
Pagination
Navigate large result sets with cursor-based pagination.
Using DayZero from an AI Agent
How coding agents and LLM tools should discover endpoints, authenticate, read the docs programmatically, and call the REST API safely.
Guides
Accounting Glossary
Accounting terminology used throughout the DayZero API and what each term means.
Transactions
Work with bank transactions — syncing, categorization, and reconciliation.
Invoices
Create and manage invoices — accounts receivable workflows.
Bills
Create and manage bills — accounts payable workflows.
Journal Entries
Double-entry bookkeeping with the journal entries API.
Customers
Manage customer records, contacts, and bulk imports.
Reconciliation
Bank statement reconciliation with AI-assisted matching.
Reports
Generate financial reports as Excel, CSV, PDF or HTML files with download URLs.
Vendors
Manage vendor records, contacts, and duplicate detection.
Ledgers
Manage the chart of accounts — create, update, merge, and organize ledger accounts.
Webhooks
Register signed outbound webhook endpoints, verify deliveries, handle retries, and see which provider webhooks DayZero receives.
Credit Memos
Issue and apply credit memos — manage customer credits and refunds.
Search
Search across all entity types with full-text and natural language queries.
Tags
Organize entities with tag groups and tags — departments, projects, locations.
Budgets
Create budgets, track spending against plans, and generate forecasts.
Recurring Templates
Automate recurring invoices and bills with customizable schedules.
Exports
Export transactions, customers, and orders as Excel spreadsheets.
Inventory
Manage products, variants, orders, shipments, locations, and production.
Fixed Assets
Track fixed assets, depreciation schedules, and disposal.
Tax
Configure tax rates and tax codes for invoices and bills.
Payment Terms
Configure payment terms for invoices and bills.
File Uploads
Upload files via presigned URLs or direct upload, and download attachments.
Partner Credit Lines
Run a card-backed lending program on DayZero — programs, credit lines, loans, statements, payments, underwriting, cards, and the credit event feed.
Closing the Books
Create accounting periods, check close readiness, sign off, close, lock and reopen them, and build month-end report packages.
Order to Cash
Track deals, order forms, live contracts, change orders and deferred revenue, from pipeline to recognized revenue.
AP Workflows
Bill approval routing and queues, payment advisory and pay lists, vendor credits, contracts, bill-request links, 1099 contractors and purchase orders.
Advisory Firms
Manage an advisory firm through the API, covering staff roles, teams, client businesses and the client cap, firm templates, entity groups, consolidated reports, intercompany cleanup and firm reports.
Businesses and Users
Create and configure businesses, manage members and roles, schedule deletion and export data, and work with user profiles and onboarding.
Anomalies, Alerts and Proposed Changes
Read and clear anomaly findings, review changes an agent proposed, keep a decision log, and work the notification feed, attention items and daily brief.
Dashboards and AI Reporting
Build saved dashboards and financial models, schedule refreshes, generate AI slide decks, share read-only links, and run CFO projection scenarios.
Projects and Time Tracking
Create projects, log billable time, bill it onto draft invoices and read per-project profitability.
Client Collaboration
Message clients, request documents and ask transaction questions through the API, and what read-only client users can do.
Counterparties and Categorization
Set default categories and names for counterparties, tidy names with merges and rules, and configure the business categorization profile and invoice posting defaults.
Catalog Items, Bank Deposits and Customer Statements
Manage the Products & Services catalog used on invoice lines, group receipts into bank deposits, and build or email customer A/R statements.
Foreign Currency
Manage the FX rate table and post an unrealized FX revaluation of open foreign-currency receivables and payables.
Billing and Subscriptions
Read plans, add-ons, trial state and entitlements, start checkout, manage add-ons and firm tiers, track AI usage and invoices, and read detected recurring spend.
Managing API Access
Request API access, list and revoke API tokens, run partner API clients, and disconnect OAuth apps, including who may manage whose credentials and what revoking does.
Loans and Payroll Reconciliation
Track loans you borrowed or lent with a per-counterparty subledger, and reconcile Gusto payroll bank debits from Gusto report exports.
Notes and Todos
Create shared business notes with attachments and reminders, and manage a user's personal todos, through the API.
Inventory Operations
Cycle counts, demand forecasts, reorder suggestions and cash impact, landed cost allocation, production runs, lots and expiry, shipment receiving and three-way match, the supply chain map and inventory reports.
CFO Portal
Read the CFO portal sections (weekly pulse, managerial P&L, flux, aging, unit economics, vendor spend, board deck, alerts, monthly close) and drive the 13-week cash forecast, its timing rules, one-time items, versions, overrides and what-if scenarios.
Integrations
MCP Server
Connect AI assistants like Claude, ChatGPT, Cursor, and Codex to DayZero via the Model Context Protocol — sign in with OAuth 2.1 in your browser.
Stripe Integration
Payment processing via Stripe Connect with automatic journal entries.
Plaid Integration
Connect bank accounts and sync transactions via Plaid.
Shopify Integration
E-commerce accounting automation with Shopify.
Square Integration
Point-of-sale accounting automation with Square.
Ramp Integration
Corporate card expense tracking and reimbursement automation with Ramp.
QuickBooks, Meta Ads, Gmail and MCP Connections
Connect QuickBooks Online (import and two-way sync), Meta Ads, a personal Gmail mailbox and external MCP servers, with the OAuth, status, sync and disconnect endpoints for each.