Run your books from chat.

Organizations the signed-in user belongs to, with role and organization type. Always the first call.

Organization details including baseCurrency — the reporting currency used for FX conversion.

Update name, address, email intake, and company details. Owner or admin.

Members of the organization with roles.

Invoice letterhead and bank details shown on generated documents.

Google Maps address normalization for company details.

Headline workspace numbers for a week or month period.

Current subscription and billing summary.

Stripe subscription invoices for the organization.

Every currency supported for accounts, invoices, and transactions.

Latest stored rate from one currency to another on or before a date.

Paginated chart of accounts with computed balances.

Create a chart-of-accounts entry. Field requirements depend on account type.

Create 1–1000 accounts in one call.

Fetch a single account.

Update an account. Contact fields are valid only on party accounts, which must retain a full address.

Delete an account. Fails if it already has posted journal lines.

Archive an account.

Restore an archived account.

Tax identifiers on a party account (sundry debtor or creditor).

Add a party tax identifier. GSTIN requires an Indian contact country and passes local validation.

Update a party tax identifier.

Remove a party tax identifier.

Verify a party VAT number with EU VIES and store the check with its consultation number.

Paginated journal entries with lines and attachment metadata.

Create a draft manual journal.

Fetch a single journal entry.

Update a draft entry only.

Delete a draft entry only.

Create 1–1000 draft entries.

Post 1–300 draft entries at once.

Move an entry from draft to posted.

Move a posted entry to void.

Copy an attachment from another entry in the same organization.

Post an income entry.

Post an expense entry.

Post a transfer between accounts.

Post up to 1000 income entries.

Post up to 1000 expense entries.

Post up to 1000 transfers.

Post a payment or receipt, optionally linked to an invoice.

Drill down into posted transactions for one account over a date range.

Create bank-statement journal entries from parsed transactions.

Invoices with party details.

Create a sales or purchase invoice with tax computation.

Create 1–100 invoices in one call.

Edit a draft invoice. Omitted fields keep their value; lines replace all lines and tax is determined again.

Move a draft invoice to issued: assigns the next gapless number from its series and posts the journal. Cannot be undone, only voided or credited.

Fetch a single invoice.

Amounts paid and outstanding.

Unmatched journal entries touching this invoice's customer or vendor account.

Create and post the invoice's journal entries.

Void the invoice and its linked entries.

Settle an invoice against journal entries.

Resolve an overpaid invoice.

Record a customer payment against a sales invoice, with an exchange rate when the currency differs from base.

Record a vendor payment against a purchase invoice, with an exchange rate when the currency differs from base.

Delete a draft invoice, only while every linked entry is still a draft.

India: record the IRN, acknowledgement, and signed QR code the IRP returned for an issued sales invoice.

Issue a credit note against an issued sales invoice, in full or per line, mirroring the original's tax.

Apply a credit note's unapplied balance to another open sales invoice of the same customer and currency.

Refund a credit note's unapplied balance to the customer from a bank or cash account.

Number series with the number each would assign next.

Add a number series. One series per scope is the default used when issuing.

Fetch a single number series.

Income versus expense accounts for a date range.

Posted-journal trial balance.

Assets, liabilities, and equity as of a date. Same account-type layout in every market.

For books that come from Tally: open payables or receivables per party and bill, with payments against each bill and ageing.

The dimensions amounts are tagged with across accounts, such as jobs, projects or cost centres, with how many values each has.

Income, expense and net per dimension value, such as job-wise profit. For one value: the accounts behind it and its invoices.

Fields kept on accounts, journals and invoices beyond the built-in ones. Journals and invoices can be filtered by them.

One read-only SQL statement over this organization's books, for questions the other reports cannot answer in a call or two. Job numbers are the Job No dimension. The financial year starts 1 April.

Revalue foreign-currency balances at the month's closing rate, posting an unrealized FX journal and its reversal. Re-running a month replaces both.

Sales mix for the current financial year, grouped by customer destination country or state.

Organization-level registrations — GSTIN, VAT, EIN, and others.

Register a tax ID and provision the matching liability and receivable accounts.

Update a registration.

Remove a registration.

Compute tax for hypothetical invoice lines without persisting anything.

HSN/SAC code lookup. India organizations only.

AI-assisted GST rate from an HSN/SAC code. India organizations only.

Active catalog items.

Create a catalog item.

Create 1–1000 catalog items.

Update a catalog item.

Soft-delete a catalog item.

Folders and files in a folder, or the organization root.

Flat folder list for move pickers and breadcrumbs.

Create a folder.

Rename or move a folder. Cycles and name clashes are rejected.

Delete a folder, only when it is empty.

UTF-8 text of a CSV or TXT file for preview.

Rename or move a file.

Delete a file.

Signed URL for downloading a file.

Documents received through the organization's email inbox.

Fetch a single intake document.