Run the booksBookkeepingAI categorization, AP inbox, anomalies, auto-graded close Accounts PayableAI bill capture, approvals, payments, vendor tracking Invoicing & ARSend invoices, get paid online, recurring billing AI ReportingBoard-ready reports, AI commentary, PDF/PPT exports

Plan aheadCash Flow Forecast13-week forecast unifying books, inventory, POs, debt Demand PlannerRun any scenario in seconds — grounded in your ledger Inventory & COGSSupply chain, BOMs, 3-way match, true landed cost

For advisory firmsCFO PortalWeekly Pulse, board decks, unit economics, flux — from your ledger Client PortalClient access, questions, document requests, reports Practice ManagementMulti-client workspace, teams, approvals, controls AI Workflows270+ tools across 22 specialized agents

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Run the booksBookkeeping Accounts Payable Invoicing & AR AI Reporting

Plan aheadCash Flow Forecast Demand Planner Inventory & COGS

For advisory firmsCFO Portal Client Portal Practice Management AI Workflows

Features Integrations Pricing Docs

Overview Guides API Reference

/

API Reference/projects

projects

7 endpoints.

GET/api/v1/projectsList projects
POST/api/v1/projectsCreate project
GET/api/v1/projects/profitabilityProject profitability
DELETE/api/v1/projects/{project_id}Deactivate project
GET/api/v1/projects/{project_id}Get project
PUT/api/v1/projects/{project_id}Update project
GET/api/v1/projects/{project_id}/profitabilitySingle project profitability

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