API OverviewAPI EndpointsLedger

Get Chart of Accounts

Retrieve the complete chart of accounts for an entity, organized by account type (Assets, Liabilities, Equity, Revenue, Expenses). This endpoint provides all the account information needed to create transactions and transfers. Enhanced mode includes bank account details, balances with pending transactions, account hierarchy, and validation data similar to financial reports.

Headers

AuthorizationstringRequired

Bearer authentication of the form Bearer <token>, where token is your auth token.

Query parameters

entityIdstringRequired
The ID of the entity to get chart of accounts for
enhancedenumOptionalDefaults to true
Set to "true" to get enhanced response with bank details, balances, and validation data
Allowed values:
includePendingenumOptionalDefaults to true
Set to "true" to include pending transactions in balance calculations
Allowed values:

Response

Chart of accounts retrieved successfully
entityIdstring or null
The entity ID
ledgerIdstring or null
The ledger ID associated with the entity
accountsobject or null
Accounts organized by type
totalsobject or null

Financial totals by account type (enhanced mode only)

accountHierarchylist of objects or null

Flat list of accounts with hierarchy information (enhanced mode only)

bankAccountDetailslist of objects or null

Bank account details with Plaid information (enhanced mode only)

reconciliationobject or null

Bank account reconciliation data (enhanced mode only)

validationobject or null

Validation and accounting equation checks (enhanced mode only)

totalAccountsinteger or null
Total number of accounts in the chart

Errors