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.

Authentication

AuthorizationBearer

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
The entity ID
ledgerIdstring
The ledger ID associated with the entity
accountsobject
Accounts organized by type
totalsobject

Financial totals by account type (enhanced mode only)

accountHierarchylist of objects

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

bankAccountDetailslist of objects

Bank account details with Plaid information (enhanced mode only)

reconciliationobject

Bank account reconciliation data (enhanced mode only)

validationobject

Validation and accounting equation checks (enhanced mode only)

totalAccountsinteger
Total number of accounts in the chart

Errors

400
Bad Request Error
404
Not Found Error
500
Internal Server Error