For AI Dashboard

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Get Started

Use With AI (MCP)Quickstart Authentication

Guides

Bank Import Intake Addresses Category Rules Country & Tax Setup Stripe Import Venn / Bank CSV Import

API Reference

Transactions Accounts Contacts Receipts Reports Batch Operations

Resources

Errors Pagination

Docs/API Reference

Accounts

Your chart of accounts: list and create accounts, and map card numbers.

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Endpoints

POSTList AccountsReturns a paginated list of accounts in the chart of accounts. Supports search by name and sorting.POSTCreate an AccountCreates a new account in the chart of accounts.POSTAdd a Card NumberRemembers another last-4 for a card (e.g. its Apple Pay number or a reissued card), so receipts showing any of the card's numbers land on it. Any waiting receipts that show this number are filed to the card. A number can belong to only one account.POSTRemove a Card NumberForgets a manually added card number. Numbers that come from a connected bank (Plaid) are managed by the bank connection and can't be removed here.

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