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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
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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
/
API Reference/subscriptions

subscriptions

Manage recurring subscription billing for customers.

9 endpoints.

  • GET/api/v1/subscriptions/List detected recurring transactions
  • PUT/api/v1/subscriptions/Update a detected recurring transaction
  • POST/api/v1/subscriptions/analyzeAI subscription analysis
  • POST/api/v1/subscriptions/dismissDismiss a detected recurring transaction
  • GET/api/v1/subscriptions/historyMonthly spend history for recurring transactions
  • POST/api/v1/subscriptions/restoreRestore a dismissed recurring transaction
  • GET/api/v1/subscriptions/settingsGet recurring transaction budget settings
  • PUT/api/v1/subscriptions/settingsSet monthly recurring transaction limit
  • GET/api/v1/subscriptions/summaryRecurring transactions summary for dashboard

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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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