Accounting API Guides & Samples
Guides and tutorials to get started with the developer tools of Apideck.
Build a month-end close agent
Collect period-end accounting evidence, calculate reconciliation checks and prepare a close review with human approval.
Sync ecommerce sales into accounting
Post store orders, tax, payouts and refunds from the Ecommerce API to the merchant’s ledger through the Accounting API.
Cash application and remittance matching
Match incoming customer payments and remittance details to open invoices and record the allocations.
Detect duplicate bills
Catch repeated supplier bills before they are approved or paid, before and after they reach the ledger.
Three-way matching with the Accounting API
Match supplier bills to purchase orders and goods receipts, classify exceptions and approve within tolerance.
Build a bank reconciliation agent
Match bank transactions to payments and journal entries, score confidence and propose fixes for review.
Pre-accounting automation for accounting firms
Turn client documents and sales into booking-ready entries in each client’s ledger.
Cash flow forecasting with the Accounting API
Build a short-term cash flow forecast from cash balances, open invoices and bills, and historical activity.
Intercompany reconciliation with the Accounting API
Pair intercompany receivables and payables across entities and explain the differences before consolidation.
Spend and vendor analytics with the Accounting API
Aggregate supplier spend by category, department and period, and measure vendor behavior from ledger data.
Retry writes safely with Idempotency-Key
Send an Idempotency-Key on creates and updates so a retry after a timeout never posts a duplicate, and see which connectors support it.
Intuit Bank Feeds integration
Understand the QuickBooks Online early-access route and prepare for partner onboarding.
Plaid Bank Feeds partnership
Prepare for the upcoming Plaid integration: use cases, responsibilities, access and implementation guidance.
Use Apideck with OpenAI Agents SDK
Check OpenAI Agents SDK tool wiring, discover an operation and read one invoice with a bounded server-side tool.
Use Apideck with Vercel AI SDK
Check Vercel AI SDK tool wiring, discover an operation and read one invoice with a bounded server-side tool.
Use Apideck with LangGraph
Check LangGraph tool wiring, discover an operation and read one invoice with a bounded server-side tool.
Use Apideck with CrewAI
Check CrewAI tool wiring, discover an operation and read one invoice with a bounded server-side tool.
Use Apideck with Pydantic AI
Check Pydantic AI tool wiring, discover an operation and read one invoice with a bounded server-side tool.
Build with AI frameworks
Choose an agent framework, verify its connection and give it a bounded Apideck API tool.
Use Apideck with LangChain
Run a Python connection check, read one invoice and give your LangChain agent a bounded API tool.
Verify and troubleshoot MCP
Verify Documentation MCP or the Apideck MCP server, discover tools, complete a useful task and recover from connection errors.
Investigate a failed request
Follow a synthetic failure through parent and child logs, correct the cause and verify recovery or a justified stop.
Security & data handling
Understand Zero Data Retention, Vault credentials, optional logs, permissions, and the QuickBooks Desktop storage exception.
On-premises connectors
Plan local setup, customer onboarding, and testing for on-premises accounting connectors.
Use the API Explorer
Set up credentials, send a request, inspect responses, and troubleshoot connector calls in the API Explorer.
Get Started
Get started Apideck quickly. Make your first Unified API call and start adding integrations to your product.
Webhooks
Learn about Unify webhooks to receive real-time updates from Unified APIs with native and virtual webhooks.
Field Mapping
Learn how to extend the Apideck models and map fields from the integrations to have them returned by the Unified APIs.
Data Scopes for Accounting
Control field-level access for Accounting data with Data Scopes to enforce least privilege and improve security.
Unified Pass Through
Extend requests to handle specific needs of different services that are outside the Unified Model.
Unified Rate Limits
Learn about the different rate limit headers that are returned by the Unified APIs and how to handle them.
Vault Connection States
Learn about the different Vault connection states, the meaning of each state and how to handle them.
Authorize Connections
There are multiple ways of allowing your customers to authorize connections. Learn more about the different options.
End-user Consent
What to show your users before they connect a system through Apideck, and what to cover in your own terms and privacy policy.
Mark Invoices as Paid
This guide provides a step-by-step procedure for marking invoices and bills as paid.
Getting Downstream Responses
How to get the raw response from the Unified APIs to get more details about the downstream API response.
SDK migration guide
How to migrate to the new Apideck SDKs including new SDKs for Typescript, PHP, Python, and more.
Refresh Token Race Condition
How to handle the refresh token race condition in API Requests for OAuth Connectors like Xero and Salesforce.
Tracking Dimensions: Departments, Locations & Subsidiaries
How to use departments, locations, subsidiaries, and tracking categories for segmented reporting across accounting connectors
Integrating Expenses and Bills with the Accounting API
Handle Expenses and Bills in accounting integrations. Worked examples with QuickBooks, Xero, Exact Online, and NetSuite using the Apideck Accounting API.
Sync transactions into accounting platforms with Bank Feeds
Push transactions from your platform into accounting systems for automated reconciliation across Xero, NetSuite, Sage Intacct, Odoo, Campfire, and 7 more connectors, with QuickBooks in development.
How to Integrate Xero Bank Feeds Using Apideck
Automatically send transaction data from your platform into your users' Xero accounts for seamless reconciliation.
How to Integrate NetSuite Bank Feeds Using Apideck
Step-by-step setup for NetSuite administrators to enable Apideck bank feeds so statements POSTed through the Unify API land in Match Bank Data.
Recording Bank Transactions Where Bank Feeds Are Not Available
Use Journal Entries as a manual fallback for recording bank and cash movements on accounting connectors without native Bank Feeds support, and what you give up compared to a real bank feed.
Using Journal Entries and Expenses with Microsoft Business Central
Complete guide to managing journal entries and expenses in Microsoft Dynamics 365 Business Central via Apideck's unified Accounting API.
Using Journal Entries and Expenses with Ledger Accounts in Workday
Complete guide to managing journal entries and expenses in Workday via Apideck's unified Accounting API.
Understanding Consumers
Learn what consumers are, how active consumers affect billing, and how to structure consumer IDs for your integration.
Multi-Company Support in Accounting
Switch between companies at request time using the x-apideck-company-id header for accounting connectors that support multi-company.
Building a Ledger Account Mapping UI
How to build a mapping interface between your expense categories and downstream accounting ledger accounts.
Accounting Data Model: How Entities Connect
Understand how accounting entities (ledger accounts, invoices, bills, payments, journal entries) relate to each other in the Apideck unified API.
Multi-Entity Accounting & Tracking Dimensions
How Apideck handles multiple companies, legal entities, and tracking dimensions (departments, locations, subsidiaries) across accounting connectors.
Multi-Entity ERP Behavior
How NetSuite, Sage Intacct, Acumatica, Dynamics 365 BC, and Xero structure entities, return GL data, and handle consolidation and intercompany transactions.
Building Accounting Integrations for Expense Management Platforms
Complete blueprint for expense management platforms, corporate card providers, and neobanks to integrate with accounting systems through Apideck.
Handling Long-Running Requests
Use x-apideck-timeout on the Proxy API and decide when to switch from unify.apideck.com to longrun.apideck.com for slow downstream calls.
Accounts payable automation
Create vendors, ingest bills with line-item ledger account coding, and record bill payments across QuickBooks, Xero, NetSuite, and Sage Intacct.
Accounts Receivable Automation
Push customers, invoices, and payments into QuickBooks, Xero, NetSuite, and Sage Intacct from a single Apideck Accounting API integration.
Business Lending with the Accounting API
Pull balance sheet, P&L, cash flow, AR, and AP from a borrower's accounting system for credit underwriting via Apideck's Accounting API.
Tax Automation with the Accounting API
Pull tax rates and codes, attach them to invoice and bill line items, and sync tax liability journal entries across major accounting connectors.
Payroll Journal Entries with the Accounting API
Map payroll categories to GL codes and post payroll journal entries into QuickBooks, Xero, NetSuite, and Sage Intacct after each payroll run.
Procurement with the Accounting API
Create purchase orders, convert them to bills on receipt, and track outstanding payables across QuickBooks, Xero, NetSuite, and Sage Intacct.
Debt Collections with the Accounting API
Pull aged receivables, identify overdue invoices, and update invoice status after collection events via the Apideck Accounting API.
Syncing Accounting Data at Scale
Backfill historical data, run an incremental sync with updated_since high-water marks, and reconcile deletes — with cursor pagination, timeouts, rate limits, and webhooks for large accounting syncs.
FP&A: Budgeting, Forecasting, and Variance Reporting with the Accounting API
Pull period actuals, segment by tracking dimensions, and feed budget-vs-actuals dashboards and rolling forecasts from a single Apideck Accounting API integration.
FX Payments and Realized Gain/Loss with the Accounting API
Record cross-currency payments, capture the realized FX rate at settlement, and post realized gain or loss across the Accounting API connector catalog.
Accounting
Manage invoices, customers, payments, expenses, and more with the Accounting API