Automate classification and synchronization of expenses between your application and your customer’s preferred accounting service
Authorize end user
Compile chart of accounts
classification
(e.g., ASSET, EQUITY, EXPENSE, LIABILITY, REVENUE) to group accounts.parentAccount
to visualize hierarchical relationships in the customer’s General Ledger (GL).Synchronize contacts (optional)
Fetch dimensions
Setup categorization rules
Synchronize expenses
Keep your data fresh
lastModified
query parameter can be utilized on all our GET endpoints to save you the hassle of creating deltas to detect change. See our guide to keeping data fresh for more information!