Add a new business customer to your system by entering their company details and contact information.

Create Consumer Customer: This module allows you to add a new customer with a consumer profile to your system, making it easy to manage and track individual customer information.

Create a new expense entry, allowing you to log spending details. You can also choose to attach a file, such as a receipt, for easier record-keeping.

Generates a brand new invoice for your customer, allowing you to bill them for products or services.

Creates a new revenue entry in your system, allowing you to record income details. You also have the option to attach a file—such as a receipt or invoice—for reference with your request.

Retrieve a complete list of all customers from your account.

Retrieve detailed information about a specific customer using their unique ID.

This module lets you retrieve detailed information about one or more expense entries from your account. By default, it will return 10 expense records if you don't apply any filters. If you set a LIMIT parameter, you can get up to 100 expense entries in a single request.

Retrieves detailed information for one or more invoices. If you don’t apply any filters, it will automatically return details for up to 10 invoices.

This module allows you to retrieve detailed information about one or more revenue records from your system. By default, it will return up to 10 revenue entries if no specific filters are applied, but you can adjust the limit to receive up to 100 records at once. The response will include comprehensive details for each revenue item found.

Retrieve detailed information about a particular customer.

Perform a custom API request to interact directly with the service’s endpoints, allowing you to access features and data not covered by the standard modules.

Send a finalized invoice directly to your recipient via email, with the invoice conveniently included as a PDF attachment.

Change a draft invoice to a finalized invoice, making it ready for processing or payment.

Marks an invoice as paid, updating its status to reflect that payment has been received.

Updates the details of an existing customer, allowing you to modify their information such as name, contact details, or other relevant data.