advisory-firms
Advisory firm management for multi-tenant accounting.
30 endpoints.
-
GET
/api/v1/advisory-firmsList advisory firms -
POST
/api/v1/advisory-firmsCreate advisory firm -
DELETE
/api/v1/advisory-firms/{firm_id}Delete advisory firm -
GET
/api/v1/advisory-firms/{firm_id}Get advisory firm -
PUT
/api/v1/advisory-firms/{firm_id}Update advisory firm -
POST
/api/v1/advisory-firms/{firm_id}/ai-insightsAI cross-client insights -
GET
/api/v1/advisory-firms/{firm_id}/businessesList firm businesses -
POST
/api/v1/advisory-firms/{firm_id}/businessesAssign business to firm -
DELETE
/api/v1/advisory-firms/{firm_id}/businesses/{business_id}Unassign business from firm -
POST
/api/v1/advisory-firms/{firm_id}/businesses/{business_id}/invite-clientInvite a client user to a business -
GET
/api/v1/advisory-firms/{firm_id}/clientsList firm clients -
GET
/api/v1/advisory-firms/{firm_id}/clients/{user_id}/businessesList client business access -
POST
/api/v1/advisory-firms/{firm_id}/clients/{user_id}/businessesGrant client business access -
DELETE
/api/v1/advisory-firms/{firm_id}/clients/{user_id}/businesses/{business_id}Revoke client business access -
GET
/api/v1/advisory-firms/{firm_id}/invitationsList pending invitations -
DELETE
/api/v1/advisory-firms/{firm_id}/invitations/{invitation_id}Cancel an invitation -
POST
/api/v1/advisory-firms/{firm_id}/invitations/{invitation_id}/resendResend an invitation -
GET
/api/v1/advisory-firms/{firm_id}/logoGet firm logo download URL -
PUT
/api/v1/advisory-firms/{firm_id}/slackSave firm Slack webhook -
GET
/api/v1/advisory-firms/{firm_id}/slack/statusGet firm Slack status -
POST
/api/v1/advisory-firms/{firm_id}/slack/testTest Slack webhook -
DELETE
/api/v1/advisory-firms/{firm_id}/slack/{webhook_id}Disconnect Slack -
PUT
/api/v1/advisory-firms/{firm_id}/slack/{webhook_id}/preferencesUpdate firm Slack notification preferences -
POST
/api/v1/advisory-firms/{firm_id}/slack/{webhook_id}/testTest Slack webhook -
PUT
/api/v1/advisory-firms/{firm_id}/stripe-customerLink Stripe customer -
GET
/api/v1/advisory-firms/{firm_id}/usersList firm users -
POST
/api/v1/advisory-firms/{firm_id}/usersAdd user to firm -
POST
/api/v1/advisory-firms/{firm_id}/users/inviteInvite a staff member to the firm -
DELETE
/api/v1/advisory-firms/{firm_id}/users/{user_id}Remove user from firm -
PUT
/api/v1/advisory-firms/{firm_id}/users/{user_id}/roleUpdate user role in firm