General Ledger

Query the General Ledger for trial balances, financial statements, and account activity. Every posted bill, invoice, payment, and journal entry rolls up into these reports.

Trial Balance

Returns debit and credit totals for all accounts as of a given date.

GET /api/v1/gl/trial-balance
Authorization: Bearer <access_token>

Response (200):

{
  "as_of": "2026-03-15",
  "accounts": [
    {
      "code": "1000",
      "name": "Cash",
      "debit": 1500000,
      "credit": 500000,
      "balance": 1000000
    }
  ],
  "total_debit": 1500000,
  "total_credit": 1500000
}

In a properly maintained ledger, total debits always equal total credits.

Financial Statements

The GL also exposes the standard primary statements:

GET /api/v1/gl/balance-sheet
GET /api/v1/gl/income-statement
Authorization: Bearer <access_token>

The balance sheet reports assets, liabilities, and equity at a point in time; the income statement reports revenue and expenses over a period.

Fiscal Periods

Fiscal periods define the accounting calendar and control which dates accept new postings. Once a period is closed, postings dated within it are locked.

List Fiscal Periods

GET /api/v1/gl/fiscal-periods
Authorization: Bearer <access_token>

Response (200):

[
  {
    "id": "uuid",
    "name": "2026-03",
    "start_date": "2026-03-01",
    "end_date": "2026-03-31",
    "status": "open"
  }
]

Create Fiscal Period

name

string

required

Period label (e.g. “2026-03”)

start_date

string

required

Period start in YYYY-MM-DD format

end_date

string

required

Period end in YYYY-MM-DD format

POST /api/v1/gl/fiscal-periods
Authorization: Bearer <access_token>

{
  "name": "2026-03",
  "start_date": "2026-03-01",
  "end_date": "2026-03-31"
}

Closing a fiscal period is part of the period-close workflow. See that page for the full sequence.

See the API Reference tab for additional GL reports including AP aging and management P&L.

Accounts PayableVendor bills, payments, reimbursements, and fixed assets

​General Ledger

​Trial Balance

​Financial Statements

​Fiscal Periods

​List Fiscal Periods

​Create Fiscal Period

General Ledger

Trial Balance

Financial Statements

Fiscal Periods

List Fiscal Periods

Create Fiscal Period