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Run the booksBookkeepingAI categorization, AP inbox, anomalies, auto-graded closeAccounts PayableAI bill capture, approvals, payments, vendor trackingInvoicing & ARSend invoices, get paid online, recurring billingAI ReportingBoard-ready reports, AI commentary, PDF/PPT exports
Plan aheadCash Flow Forecast13-week forecast unifying books, inventory, POs, debtDemand PlannerRun any scenario in seconds — grounded in your ledgerInventory & COGSSupply chain, BOMs, 3-way match, true landed cost
For accounting firmsCFO PortalWeekly Pulse, board decks, unit economics, flux — from your ledgerClient PortalClient access, questions, document requests, reportsPractice ManagementMulti-client workspace, teams, approvals, controlsAI Workflows576 tools across 24 specialized agents
For accounting firmsMulti-client workspace, client portals, and AI workflows at scaleFor growing businessesClose-ready books, cash flow, and reporting without the overheadFor bookkeepersAI categorization, auto-graded close, and multi-client controls
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Run the booksBookkeepingAccounts PayableInvoicing & ARAI Reporting
Plan aheadCash Flow ForecastDemand PlannerInventory & COGS
For accounting firmsCFO PortalClient PortalPractice ManagementAI Workflows
SolutionsFor accounting firmsFor growing businessesFor bookkeepers
FeaturesIntegrationsPricingDocs
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OverviewGuidesAPI Reference
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API Reference/customers

customers

Customer records for invoicing and AR.

16 endpoints.

  • GET/api/v1/customersList customers
  • POST/api/v1/customersCreate customer
  • POST/api/v1/customers/analyze-payment-behaviorAI payment behavior analysis
  • POST/api/v1/customers/auto-categorizeBulk AI auto-categorize uncategorized customers
  • POST/api/v1/customers/bulk-uploadBulk upload customers from CSV
  • GET/api/v1/customers/bulk-upload/templateDownload bulk customer upload CSV template
  • POST/api/v1/customers/categorizeAI categorize customer
  • POST/api/v1/customers/check-duplicatesCheck for duplicate customers
  • DELETE/api/v1/customers/{customer_id}Delete customer
  • GET/api/v1/customers/{customer_id}Get customer
  • PUT/api/v1/customers/{customer_id}Update customer
  • GET/api/v1/customers/{customer_id}/contactsList customer contacts
  • POST/api/v1/customers/{customer_id}/contactsCreate customer contact
  • DELETE/api/v1/customers/{customer_id}/contacts/{contact_id}Delete customer contact
  • GET/api/v1/customers/{customer_id}/contacts/{contact_id}Get customer contact
  • PUT/api/v1/customers/{customer_id}/contacts/{contact_id}Update customer contact

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BookkeepingAccounts PayableInvoicing & ARAI ReportingCash Flow ForecastDemand PlannerInventory & COGSCFO PortalClient PortalPractice ManagementAI WorkflowsIntegrationsPricing
Solutions
For small businessFor accountants
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