# Access Financials — Accounting API: overview

> Canonical URL: https://developers.apideck.com/apis/accounting/access-financials/overview

Access Financials is a powerful cloud-based accounting and finance software designed to provide businesses with a smarter, more integrated, and scalable way of working. ​
- Status: live
- Authentication: apiKey

- **supported resource categories:**   - **resources:** customers
suppliers
  - **name:** Contacts
  - **resources:** invoices
credit-notes
payments
  - **name:** Transactions
  - **resources:** ledger-accounts
tax-rates
tracking-categories
  - **name:** Accounting Setup
- **difficulty:** highly_complex
- **costs:** Pay-as-you-go on the Access ERP API platform, with a free tier of 1 million API calls per month.
- **authentication note:** Bearer access token plus an Ocp-Apim-Subscription-Key header — not OAuth.
- **account type required:** An Access Financials organisation with the ERP Application Register enabled.
- **apideck credentials available:** false
- **partnership note:** No partner programme or app review gates Financials API access.
- **environment notes:**   - **description:** Access Financials uses one credential structure everywhere: a subscription key plus an access token, both generated inside the organisation they belong to. Testing and production credentials differ only by the instance that issued them.
  - **environment:** General
  - **description:** Purpose: development and testing. Request a separate Access Financials instance from The Access Group, then generate its own subscription key and access token from that instance's ERP Application Register. Apideck offers no shared test credentials for this connector.
  - **environment:** Testing
  - **description:** Purpose: live customer data. Credentials: the consumer's own subscription key and access token from their production Access Financials organisation. Credentials issued by a test instance cannot be used against a production organisation.
  - **environment:** Production
- **sandbox available:** true
- **responsibility matrix:**   - **customer:** ✓ From The Access Group
  - **area:** Request Test Instance
  - **consumer:** ✓
  - **apideck:** Instructions provided
  - **area:** Enable ERP Application Register
  - **area:** Create API Subscription & Access Token
  - **apideck:** Instructions provided
  - **consumer:** ✓
  - **apideck:** Secure connection form
  - **area:** Provide Credentials
  - **consumer:** ✓
  - **area:** Build via Unified API
  - **customer:** ✓
  - **apideck:** Maintains connector
  - **consumer:** Regenerates expiring tokens
  - **customer:** ✓ Via dashboard
  - **area:** Monitor Connections
  - **apideck:** Logs & alerts
- **consumer access level:** Organisation Administrator — no other role can generate the credentials.
- **external guides:**   - **title:** Access ERP APIs — Financials overview
  - **source:** The Access Group
  - **url:** https://developer.erp.accessacloud.com/docs/financials/overview
  - **title:** Amend transactions and records using the Corrections function
  - **url:** https://help-accessfinancials.theaccessgroup.com/en/articles/12648732-amend-transactions-and-records-using-the-corrections-function
  - **source:** The Access Group
- **rate limits:** No per-minute or per-day rate limit is published for the Financials API.
- **sandbox note:** No self-serve signup — request a separate Access Financials test instance from The Access Group.
- **partnership required:** false
- **difficulty reason:** Custom Auth + Manual Per-Consumer Token and Subscription-Key Setup
- **apideck credentials note:** Credentials are issued per Access Financials organisation, so each consumer generates and supplies their own.
- **important to know:** Invoices, payments and credit notes post as live transactions immediately, and a posted transaction cannot be updated through the API because it is already accounted for.
Access Financials offers a Corrections module for amending already-posted records inside the application, enabled per user through a Security Profile. It is not exposed through the API, so it does not change how an integration corrects records.
Access tokens last at most 365 days and there is no refresh flow: each consumer regenerates the token in the ERP Token Generator and re-enters it before it lapses, or the connection stops returning data.
- **webhooks:** No webhooks — neither native nor virtual; change detection is polling-based.

## Supported resources

[Accounting data model](/guides/accounting-data-model.md)

- **downstream id:** customers
- **id:** customers
- **name:** Customers
- **downstream name:** Customers
- **custom field support:** false
- **status:** live
- **id:** suppliers
- **downstream id:** suppliers
- **custom field support:** false
- **downstream name:** Suppliers
- **status:** live
- **name:** Suppliers
- **status:** live
- **downstream name:** Payments
- **name:** Payments
- **custom field support:** false
- **downstream id:** payments
- **id:** payments
- **downstream id:** invoices
- **name:** Invoices
- **downstream name:** Invoices
- **id:** invoices
- **status:** live
- **custom field support:** false
- **id:** credit-notes
- **downstream id:** credit-notes
- **status:** live
- **name:** Credit Notes
- **custom field support:** false
- **downstream name:** Credit Notes
- **downstream name:** Bill Credit Notes
- **custom field support:** false
- **name:** Bill Credit Notes
- **status:** beta
- **id:** bill-credit-notes
- **downstream id:** bill-credit-notes
- **status:** live
- **name:** Ledger Accounts
- **id:** ledger-accounts
- **downstream name:** Ledger Accounts
- **custom field support:** false
- **downstream id:** ledger-accounts
- **status:** live
- **custom field support:** false
- **downstream id:** tax-rates
- **id:** tax-rates
- **name:** Tax Rates
- **downstream name:** Tax Rates
- **downstream name:** Tracking Categories
- **custom field support:** false
- **downstream id:** tracking-categories
- **id:** tracking-categories
- **status:** live
- **name:** Tracking Categories

An omitted operation list does not establish operation support. Verify the selected operation in the coverage matrix.

[API reference](https://developers.apideck.com/apis/accounting/reference.md) · [Coverage matrix](https://developers.apideck.com/apis/accounting/coverage)