For AI Dashboard

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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

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Docs/Guides

Intake Addresses

Give each client or card its own address for forwarding receipts.

View as Markdown Open in Claude Open in ChatGPT

Endpoints

POSTList Intake AddressesReturns all registered email addresses and phone numbers that route receipts to the organization.POSTCreate Intake AddressRegister a new email address or phone number for receipt intake. Each address is globally unique — it can only belong to one organization.POSTDelete Intake AddressRemove a registered intake address. Receipts from this address will no longer route to the organization.

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