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_idstringrequired

Responses

201Successful Response

Schema: SuccessEnvelope_CfoPortalSectionResponse_

successboolean
messagestring
codestring
dataCfoPortalSectionResponse

400Bad Request - Invalid input

401Unauthorized - Authentication required

403Forbidden - Insufficient permissions

404Not Found - Resource does not exist

422Validation Error

Schema: HTTPValidationError

detailarray · ValidationErrorValidationError

5 fields

locarray · string | integerrequired
msgstringrequired
typestringrequired
inputobject
ctxobject

Code samples

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

bash

curl -X POST 'https://api.ondayzero.com/api/v1/businesses/{business_id}/cfo-portal/recipe-book/auto-assign' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID'