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General Ledger > API Reference

Introduction

Core capabilities include:

  • Abilities: manage GL abilities and permissions.
  • Accounts: create, retrieve, update, and delete GL accounts; access balance and history endpoints.
  • Exports: export GL data for external reporting and analysis.
  • Imports: bulk account creation via CSV import functionality.
  • Institution Settings: configure general ledger settings for the institution.
  • Totaling Groups: organize GL accounts into hierarchical structures for reporting and dashboards.
  • Transaction Sets: post balanced journal entries with debit/credit entries, support for effective dating and reversals.

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Last updated Thu Feb 26 2026