AI auto-assign ledgers to managerial buckets

POST /api/v1/businesses/{business_id}/cfo-portal/recipe-book/auto-assign

AI auto-assign ledgers to managerial buckets based on account names.

Operation ID: cfo_portal_auto_assign_ledgers_api_v1_businesses__business_id__cfo_portal_recipe_book_auto_assign_post · View as markdown · OpenAPI slice

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Parameters

Path

business_id string required

Responses

201 Successful Response

Schema: CfoPortalSectionResponse

business_id string required
section string required
generated_at string · date-time required
start_date string · date
end_date string · date
sources array · CfoPortalSource CfoPortalSource
4 fields
key string required
label string required
status string

available, empty, partial, or unavailable

message string
data object

400 Bad Request - Invalid input

401 Unauthorized - Authentication required

403 Forbidden - Insufficient permissions

404 Not Found - Resource does not exist

422 Validation Error

Schema: HTTPValidationError

detail array · ValidationError ValidationError
5 fields
loc array · string | integer required
msg string required
type string required
input object
ctx object