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Run the booksBookkeepingAI categorization, AP inbox, anomalies, auto-graded closeAccounts PayableAI bill capture, approvals, payments, vendor trackingInvoicing & ARSend invoices, get paid online, recurring billingAI ReportingBoard-ready reports, AI commentary, PDF/PPT exports
Plan aheadCash Flow Forecast13-week forecast unifying books, inventory, POs, debtDemand PlannerRun any scenario in seconds — grounded in your ledgerInventory & COGSSupply chain, BOMs, 3-way match, true landed cost
For accounting firmsCFO PortalWeekly Pulse, board decks, unit economics, flux — from your ledgerClient PortalClient access, questions, document requests, reportsPractice ManagementMulti-client workspace, teams, approvals, controlsAI Workflows576 tools across 24 specialized agents
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Run the booksBookkeepingAccounts PayableInvoicing & ARAI Reporting
Plan aheadCash Flow ForecastDemand PlannerInventory & COGS
For accounting firmsCFO PortalClient PortalPractice ManagementAI Workflows
SolutionsFor accounting firmsFor growing businessesFor bookkeepers
FeaturesIntegrationsPricingDocs
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OverviewGuidesAPI Reference
/
API Reference/billing

billing

Subscription billing, plan management, and usage tracking.

17 endpoints.

  • POST/api/v1/billing/addonToggle Addon
  • POST/api/v1/billing/addon/previewPreview Addon Change
  • GET/api/v1/billing/ai-usageGet Ai Usage
  • GET/api/v1/billing/ai-usage/detailsGet Ai Usage Details
  • POST/api/v1/billing/ai/pausePause Ai Features
  • POST/api/v1/billing/ai/resumeResume Ai Features
  • GET/api/v1/billing/catalogGet Billing Catalog
  • POST/api/v1/billing/change-planChange Plan
  • POST/api/v1/billing/checkoutCreate Checkout Session
  • POST/api/v1/billing/firm/change-tierChange Firm Tier
  • GET/api/v1/billing/firm/client-usageGet Firm Client Usage
  • GET/api/v1/billing/grandfathered-summaryGet Grandfathered Summary
  • GET/api/v1/billing/invoicesGet Invoice History
  • POST/api/v1/billing/migrate-from-grandfatheredMigrate grandfathered account to a paid plan
  • POST/api/v1/billing/portalCreate Portal Session
  • GET/api/v1/billing/pricing-configGet Pricing Config
  • GET/api/v1/billing/statusGet Billing Status

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BookkeepingAccounts PayableInvoicing & ARAI ReportingCash Flow ForecastDemand PlannerInventory & COGSCFO PortalClient PortalPractice ManagementAI WorkflowsIntegrationsPricing
Solutions
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