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API Reference

Transactions

Cash movement, matching, categories, and transaction context.

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API OverviewAuthenticationPaginationRate Limits

Finance Objects

CustomersInvoicesPaymentsTransactionsBank AccountsScenarios

Automation

WorkflowsWebhooksEventsOpenAPI

Endpoints

GET /v1/transactions
POST /v1/transactions
PATCH /v1/transactions/{id}

Use cases

  • Review cash movement, categories, attachments, and match suggestions.
  • Use transactions as supporting evidence for weekly finance review.
  • Enrich records without losing source-system traceability.
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