API Guides
Step-by-step guides to help you integrate with the DayZero accounting platform.
Getting Started
Guides
Accounting Glossary
Accounting terminology used throughout the DayZero API and what each term means.
Transactions
Work with bank transactions — syncing, categorization, and reconciliation.
Invoices
Create and manage invoices — accounts receivable workflows.
Bills
Create and manage bills — accounts payable workflows.
Journal Entries
Double-entry bookkeeping with the journal entries API.
Customers
Manage customer records, contacts, and bulk imports.
Reconciliation
Bank statement reconciliation with AI-assisted matching.
Reports
Generate financial reports as PDFs with presigned download URLs.
Vendors
Manage vendor records, contacts, and duplicate detection.
Ledgers
Manage the chart of accounts — create, update, merge, and organize ledger accounts.
Webhooks
Receive real-time notifications from Stripe, Shopify, and Plaid.
Credit Memos
Issue and apply credit memos — manage customer credits and refunds.
Search
Search across all entity types with full-text and natural language queries.
Tags
Organize entities with tag groups and tags — departments, projects, locations.
Budgets
Create budgets, track spending against plans, and generate forecasts.
Recurring Templates
Automate recurring invoices and bills with customizable schedules.
Exports
Export transactions, customers, and orders as Excel spreadsheets.
Inventory
Manage products, variants, orders, shipments, locations, and production.
Fixed Assets
Track fixed assets, depreciation schedules, and disposal.
Tax
Configure tax rates and tax codes for invoices and bills.
Payment Terms
Configure payment terms for invoices and bills.
File Uploads
Upload files via presigned URLs or direct upload, and download attachments.
Integrations
MCP Server
Connect AI assistants like Claude and Cursor to DayZero via the Model Context Protocol — sign in with OAuth or a Bearer API token.
Finch Integration
Connect payroll and HRIS data via Finch.
HubSpot Integration
Sync CRM contacts and deals with HubSpot.
Stripe Integration
Payment processing via Stripe Connect with automatic journal entries.
Plaid Integration
Connect bank accounts and sync transactions via Plaid.
Shopify Integration
E-commerce accounting automation with Shopify.
Square Integration
Point-of-sale accounting automation with Square.
Ramp Integration
Corporate card expense tracking and reimbursement automation with Ramp.