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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
For accounting firmsMulti-client workspace, client portals, and AI workflows at scaleFor growing businessesClose-ready books, cash flow, and reporting without the overheadFor bookkeepersAI categorization, auto-graded close, and multi-client controls
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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
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OverviewGuidesAPI Reference
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API Reference/cfo-projection

cfo-projection

10 endpoints.

  • GET/api/v1/cfo-projection/actualsGet trailing actuals
  • GET/api/v1/cfo-projection/scenariosList scenarios
  • POST/api/v1/cfo-projection/scenariosCreate scenario
  • GET/api/v1/cfo-projection/scenarios/activeGet active scenario
  • POST/api/v1/cfo-projection/scenarios/from-budget/{budget_id}Create scenario from budget
  • DELETE/api/v1/cfo-projection/scenarios/{scenario_id}Delete scenario
  • GET/api/v1/cfo-projection/scenarios/{scenario_id}Get scenario
  • PATCH/api/v1/cfo-projection/scenarios/{scenario_id}Update scenario
  • GET/api/v1/cfo-projection/scenarios/{scenario_id}/projectionCompute projection
  • POST/api/v1/cfo-projection/scenarios/{scenario_id}/suggest-tax-rateSuggest tax rates

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