Adds a new client to your system. Use this module to create and store information about a new client, including their contact details and any relevant data, making it easier to manage your client relationships.

Creates a new document in your selected workspace, allowing you to specify details such as the document name and content.

Create a new expense entry by adding all the relevant details, such as the amount, date, and description, to keep your financial records up to date.

Easily create a new expense draft by uploading a file. This module lets you submit receipts or other expense documents, automatically generating a draft expense entry for you based on the uploaded file.

Creates a new supplier in your system, allowing you to add and store details for a new vendor or provider.

The "Delete Client" module allows you to permanently remove a client’s record from your system. Use this module when you need to delete all information associated with a specific client.

Retrieve a complete list of all clients, including their details.

Retrieve all documents: This module allows you to fetch a complete list of all documents available in your connected account, making it easy to access and manage your files in one place.

Retrieve a specific document by entering its unique ID. This module allows you to access all the details and content of the document you’re looking for.

Allows you to view a preview of the document, showing how it will look before the final version is generated.

Allows you to make a custom, authorized API request to the service, giving you flexibility to interact with features or endpoints not covered by the standard modules.

Find a client by entering one or more specific details, such as their name, email, or other identifying information.

Finds documents in your database that match specific search criteria you provide.

Finds and retrieves expenses that match your specified search criteria.

Update Client This module allows you to modify the details of an existing client in your system. You can update information such as the client's name, contact details, or other relevant data to keep their profile up to date.