Finance

SaaSFlow

by Walletguide GmbH

Overview

Combine real-time SaaS P&L, subscription analytics, and financial planning in one place. Get the complete picture of your business, from profitability to growth metrics to future forecasts, all integrated and updating automatically.

Tools

account_groups_create

ChatGPT

POST /companies/{companyId}/account_groups

account_groups_create

ChatGPT

POST /companies/{companyId}/account_groups

account_groups_create

ChatGPT

POST /companies/{companyId}/account_groups

account_groups_delete

ChatGPT

DELETE /companies/{companyId}/account_groups/{accountGroupId}

account_groups_delete

ChatGPT

DELETE /companies/{companyId}/account_groups/{accountGroupId}

account_groups_delete

ChatGPT

DELETE /companies/{companyId}/account_groups/{accountGroupId}

account_groups_get

ChatGPT

GET /companies/{companyId}/account_groups/{accountGroupId}

account_groups_get

ChatGPT

GET /companies/{companyId}/account_groups/{accountGroupId}

account_groups_get

ChatGPT

GET /companies/{companyId}/account_groups/{accountGroupId}

account_groups_list

ChatGPT

GET /companies/{companyId}/account_groups

account_groups_list

ChatGPT

GET /companies/{companyId}/account_groups

account_groups_list

ChatGPT

GET /companies/{companyId}/account_groups

account_groups_merge

ChatGPT

POST /companies/{companyId}/account_groups/merge

account_groups_merge

ChatGPT

POST /companies/{companyId}/account_groups/merge

account_groups_merge

ChatGPT

POST /companies/{companyId}/account_groups/merge

account_groups_reorder

ChatGPT

PUT /companies/{companyId}/account_groups/reorder

account_groups_reorder

ChatGPT

PUT /companies/{companyId}/account_groups/reorder

account_groups_reorder

ChatGPT

PUT /companies/{companyId}/account_groups/reorder

account_groups_update

ChatGPT

PUT /companies/{companyId}/account_groups/{accountGroupId}

account_groups_update

ChatGPT

PUT /companies/{companyId}/account_groups/{accountGroupId}

account_groups_update

ChatGPT

PUT /companies/{companyId}/account_groups/{accountGroupId}

accounts_balances

ChatGPT

GET /companies/{companyId}/accounts/balances

accounts_balances

ChatGPT

GET /companies/{companyId}/accounts/balances

accounts_balances

ChatGPT

GET /companies/{companyId}/accounts/balances

accounts_create

ChatGPT

POST /companies/{companyId}/accounts

accounts_create

ChatGPT

POST /companies/{companyId}/accounts

accounts_create

ChatGPT

POST /companies/{companyId}/accounts

accounts_daily_balance

ChatGPT

GET /companies/{companyId}/accounts/daily_balance

accounts_daily_balance

ChatGPT

GET /companies/{companyId}/accounts/daily_balance

accounts_daily_balance

ChatGPT

GET /companies/{companyId}/accounts/daily_balance

accounts_delete

ChatGPT

DELETE /companies/{companyId}/accounts/{accountId}

accounts_delete

ChatGPT

DELETE /companies/{companyId}/accounts/{accountId}

accounts_delete

ChatGPT

DELETE /companies/{companyId}/accounts/{accountId}

accounts_get

ChatGPT

GET /companies/{companyId}/accounts/{accountId}

accounts_get

ChatGPT

GET /companies/{companyId}/accounts/{accountId}

accounts_get

ChatGPT

GET /companies/{companyId}/accounts/{accountId}

accounts_list

ChatGPT

GET /companies/{companyId}/accounts

accounts_list

ChatGPT

GET /companies/{companyId}/accounts

accounts_list

ChatGPT

GET /companies/{companyId}/accounts

accounts_remove_history

ChatGPT

POST /companies/{companyId}/accounts/{accountId}/remove_history

accounts_remove_history

ChatGPT

POST /companies/{companyId}/accounts/{accountId}/remove_history

accounts_remove_history

ChatGPT

POST /companies/{companyId}/accounts/{accountId}/remove_history

accounts_set_archive

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}/archive

accounts_set_archive

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}/archive

accounts_set_archive

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}/archive

accounts_set_change_group

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}/change_group

accounts_set_change_group

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}/change_group

accounts_set_change_group

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}/change_group

accounts_set_switch_to_manual

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}/switch_to_manual

accounts_set_switch_to_manual

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}/switch_to_manual

accounts_set_switch_to_manual

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}/switch_to_manual

accounts_set_unarchive

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}/unarchive

accounts_set_unarchive

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}/unarchive

accounts_set_unarchive

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}/unarchive

accounts_update

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}

accounts_update

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}

accounts_update

ChatGPT

PUT /companies/{companyId}/accounts/{accountId}

background_tasks_get

ChatGPT

GET /companies/{companyId}/background_tasks/{id}

background_tasks_get

ChatGPT

GET /companies/{companyId}/background_tasks/{id}

background_tasks_get

ChatGPT

GET /companies/{companyId}/background_tasks/{id}

background_tasks_list

ChatGPT

GET /companies/{companyId}/background_tasks

background_tasks_list

ChatGPT

GET /companies/{companyId}/background_tasks

background_tasks_list

ChatGPT

GET /companies/{companyId}/background_tasks

categories_batch_delete

ChatGPT

POST /companies/{companyId}/categories/batch_delete

categories_batch_delete

ChatGPT

POST /companies/{companyId}/categories/batch_delete

categories_batch_delete

ChatGPT

POST /companies/{companyId}/categories/batch_delete

categories_create

ChatGPT

POST /companies/{companyId}/categories

categories_create

ChatGPT

POST /companies/{companyId}/categories

categories_create

ChatGPT

POST /companies/{companyId}/categories

categories_delete

ChatGPT

DELETE /companies/{companyId}/categories/{categoryId}

categories_delete

ChatGPT

DELETE /companies/{companyId}/categories/{categoryId}

categories_delete

ChatGPT

DELETE /companies/{companyId}/categories/{categoryId}

categories_get

ChatGPT

GET /companies/{companyId}/categories/{categoryId}

categories_get

ChatGPT

GET /companies/{companyId}/categories/{categoryId}

categories_get

ChatGPT

GET /companies/{companyId}/categories/{categoryId}

categories_merge

ChatGPT

POST /companies/{companyId}/categories/merge

categories_merge

ChatGPT

POST /companies/{companyId}/categories/merge

categories_merge

ChatGPT

POST /companies/{companyId}/categories/merge

categories_reorder

ChatGPT

PUT /companies/{companyId}/categories/reorder

categories_reorder

ChatGPT

PUT /companies/{companyId}/categories/reorder

categories_reorder

ChatGPT

PUT /companies/{companyId}/categories/reorder

categories_update

ChatGPT

PUT /companies/{companyId}/categories/{categoryId}

categories_update

ChatGPT

PUT /companies/{companyId}/categories/{categoryId}

categories_update

ChatGPT

PUT /companies/{companyId}/categories/{categoryId}

comments_create

ChatGPT

POST /companies/{companyId}/comments

comments_create

ChatGPT

POST /companies/{companyId}/comments

comments_create

ChatGPT

POST /companies/{companyId}/comments

comments_delete

ChatGPT

DELETE /companies/{companyId}/comments/{commentId}

comments_delete

ChatGPT

DELETE /companies/{companyId}/comments/{commentId}

comments_delete

ChatGPT

DELETE /companies/{companyId}/comments/{commentId}

comments_get

ChatGPT

GET /companies/{companyId}/comments/{commentId}

comments_get

ChatGPT

GET /companies/{companyId}/comments/{commentId}

comments_get

ChatGPT

GET /companies/{companyId}/comments/{commentId}

comments_list

ChatGPT

GET /companies/{companyId}/comments

comments_list

ChatGPT

GET /companies/{companyId}/comments

comments_list

ChatGPT

GET /companies/{companyId}/comments

comments_set_like

ChatGPT

PUT /companies/{companyId}/comments/{commentId}/like

comments_set_like

ChatGPT

PUT /companies/{companyId}/comments/{commentId}/like

comments_set_like

ChatGPT

PUT /companies/{companyId}/comments/{commentId}/like

comments_set_unlike

ChatGPT

PUT /companies/{companyId}/comments/{commentId}/unlike

comments_set_unlike

ChatGPT

PUT /companies/{companyId}/comments/{commentId}/unlike

comments_set_unlike

ChatGPT

PUT /companies/{companyId}/comments/{commentId}/unlike

comments_update

ChatGPT

PUT /companies/{companyId}/comments/{commentId}

comments_update

ChatGPT

PUT /companies/{companyId}/comments/{commentId}

comments_update

ChatGPT

PUT /companies/{companyId}/comments/{commentId}

companies_get

ChatGPT

GET /companies/{companyId}

companies_get

ChatGPT

GET /companies/{companyId}

companies_get

ChatGPT

GET /companies/{companyId}

companies_list

ChatGPT

GET /companies

companies_list

ChatGPT

GET /companies

companies_list

ChatGPT

GET /companies

companies_update

ChatGPT

PUT /companies/{companyId}

companies_update

ChatGPT

PUT /companies/{companyId}

companies_update

ChatGPT

PUT /companies/{companyId}

counterparties_search

ChatGPT

GET /companies/{companyId}/counterparties/search

counterparties_search

ChatGPT

GET /companies/{companyId}/counterparties/search

counterparties_search

ChatGPT

GET /companies/{companyId}/counterparties/search

customers_batch_delete

ChatGPT

POST /companies/{companyId}/customers/batch_delete

customers_batch_delete

ChatGPT

POST /companies/{companyId}/customers/batch_delete

customers_batch_delete

ChatGPT

POST /companies/{companyId}/customers/batch_delete

customers_create

ChatGPT

POST /companies/{companyId}/customers

customers_create

ChatGPT

POST /companies/{companyId}/customers

customers_create

ChatGPT

POST /companies/{companyId}/customers

customers_delete

ChatGPT

DELETE /companies/{companyId}/customers/{customerId}

customers_delete

ChatGPT

DELETE /companies/{companyId}/customers/{customerId}

customers_delete

ChatGPT

DELETE /companies/{companyId}/customers/{customerId}

customers_external_ids

ChatGPT

GET /companies/{companyId}/customers/{customerId}/external-ids

customers_external_ids

ChatGPT

GET /companies/{companyId}/customers/{customerId}/external-ids

customers_external_ids

ChatGPT

GET /companies/{companyId}/customers/{customerId}/external-ids

customers_get

ChatGPT

GET /companies/{companyId}/customers/{customerId}

customers_get

ChatGPT

GET /companies/{companyId}/customers/{customerId}

customers_get

ChatGPT

GET /companies/{companyId}/customers/{customerId}

customers_list

ChatGPT

GET /companies/{companyId}/customers

customers_list

ChatGPT

GET /companies/{companyId}/customers

customers_list

ChatGPT

GET /companies/{companyId}/customers

customers_merge

ChatGPT

POST /companies/{companyId}/customers/merge

customers_merge

ChatGPT

POST /companies/{companyId}/customers/merge

customers_merge

ChatGPT

POST /companies/{companyId}/customers/merge

customers_set_external_ids

ChatGPT

PUT /companies/{companyId}/customers/{customerId}/external-ids

customers_set_external_ids

ChatGPT

PUT /companies/{companyId}/customers/{customerId}/external-ids

customers_set_external_ids

ChatGPT

PUT /companies/{companyId}/customers/{customerId}/external-ids

customers_update

ChatGPT

PUT /companies/{companyId}/customers/{customerId}

customers_update

ChatGPT

PUT /companies/{companyId}/customers/{customerId}

customers_update

ChatGPT

PUT /companies/{companyId}/customers/{customerId}

data_accountBalanceByAccount

ChatGPT

Use this when the user asks for current balances broken down per bank or cash account. Requires permissions: balances:read.

data_accountBalanceByAccount

ChatGPT

Use this when the user asks for current balances broken down per bank or cash account. Requires permissions: balances:read.

data_accountBalanceByAccount

ChatGPT

Use this when the user asks for current balances broken down per bank or cash account. Requires permissions: balances:read.

data_accountBalanceKpis

ChatGPT

Use this when the user asks for cash/bank account balance KPIs (current, start, end, change). Requires permissions: balances:read.

data_accountBalanceKpis

ChatGPT

Use this when the user asks for cash/bank account balance KPIs (current, start, end, change). Requires permissions: balances:read.

data_accountBalanceKpis

ChatGPT

Use this when the user asks for cash/bank account balance KPIs (current, start, end, change). Requires permissions: balances:read.

data_analytics

ChatGPT

Use this when the user asks for summary SaaS metrics (MRR, NRR, GRR, churn, LTV, CAC) over a period. Requires permissions: financials:read.

data_analytics

ChatGPT

Use this when the user asks for summary SaaS metrics (MRR, NRR, GRR, churn, LTV, CAC) over a period. Requires permissions: financials:read.

data_analytics

ChatGPT

Use this when the user asks for summary SaaS metrics (MRR, NRR, GRR, churn, LTV, CAC) over a period. Requires permissions: financials:read.

data_balanceByCashType

ChatGPT

Use this when the user asks how balances are split across cash types (operating, reserve, savings, etc.). Requires permissions: balances:read.

data_balanceByCashType

ChatGPT

Use this when the user asks how balances are split across cash types (operating, reserve, savings, etc.). Requires permissions: balances:read.

data_balanceByCashType

ChatGPT

Use this when the user asks how balances are split across cash types (operating, reserve, savings, etc.). Requires permissions: balances:read.

data_balanceTimeSeries

ChatGPT

Use this when the user asks for cash/bank balances charted over time. Requires permissions: balances:read.

data_balanceTimeSeries

ChatGPT

Use this when the user asks for cash/bank balances charted over time. Requires permissions: balances:read.

data_balanceTimeSeries

ChatGPT

Use this when the user asks for cash/bank balances charted over time. Requires permissions: balances:read.

data_cashFlowByCategory

ChatGPT

Use this when the user asks which categories drive cash inflows or outflows in a period. Requires permissions: transactions:read.

data_cashFlowByCategory

ChatGPT

Use this when the user asks which categories drive cash inflows or outflows in a period. Requires permissions: transactions:read.

data_cashFlowByCategory

ChatGPT

Use this when the user asks which categories drive cash inflows or outflows in a period. Requires permissions: transactions:read.

data_cashFlowTimeSeries

ChatGPT

Use this when the user asks for cash inflows and outflows over time. Requires permissions: transactions:read, balances:read.

data_cashFlowTimeSeries

ChatGPT

Use this when the user asks for cash inflows and outflows over time. Requires permissions: transactions:read, balances:read.

data_cashFlowTimeSeries

ChatGPT

Use this when the user asks for cash inflows and outflows over time. Requires permissions: transactions:read, balances:read.

data_cohorts

ChatGPT

Use this when the user asks about customer retention or revenue retention by cohort. Requires permissions: subscriptions:read, customers:read.

data_cohorts

ChatGPT

Use this when the user asks about customer retention or revenue retention by cohort. Requires permissions: subscriptions:read, customers:read.

data_cohorts

ChatGPT

Use this when the user asks about customer retention or revenue retention by cohort. Requires permissions: subscriptions:read, customers:read.

data_customerChanges

ChatGPT

Use this when the user asks which customers changed (new/upgraded/downgraded/churned) in a period. Requires permissions: subscriptions:read, customers:read.

data_customerChanges

ChatGPT

Use this when the user asks which customers changed (new/upgraded/downgraded/churned) in a period. Requires permissions: subscriptions:read, customers:read.

data_customerChanges

ChatGPT

Use this when the user asks which customers changed (new/upgraded/downgraded/churned) in a period. Requires permissions: subscriptions:read, customers:read.

data_customerMonthlyData

ChatGPT

Use this when the user asks for one customer's month-by-month metrics or activity. Requires permissions: subscriptions:read, customers:read.

data_customerMonthlyData

ChatGPT

Use this when the user asks for one customer's month-by-month metrics or activity. Requires permissions: subscriptions:read, customers:read.

data_customerMonthlyData

ChatGPT

Use this when the user asks for one customer's month-by-month metrics or activity. Requires permissions: subscriptions:read, customers:read.

data_customerMrr

ChatGPT

Use this when the user asks for MRR broken down per customer, or which customers contribute the most MRR. Requires permissions: subscriptions:read, customers:read.

data_customerMrr

ChatGPT

Use this when the user asks for MRR broken down per customer, or which customers contribute the most MRR. Requires permissions: subscriptions:read, customers:read.

data_customerMrr

ChatGPT

Use this when the user asks for MRR broken down per customer, or which customers contribute the most MRR. Requires permissions: subscriptions:read, customers:read.

data_monthlyData

ChatGPT

Use this when the user asks for month-by-month revenue, churn, new/upgrade/downgrade breakdowns, or movement summaries. Requires permissions: subscriptions:read.

data_monthlyData

ChatGPT

Use this when the user asks for month-by-month revenue, churn, new/upgrade/downgrade breakdowns, or movement summaries. Requires permissions: subscriptions:read.

data_monthlyData

ChatGPT

Use this when the user asks for month-by-month revenue, churn, new/upgrade/downgrade breakdowns, or movement summaries. Requires permissions: subscriptions:read.

data_mrrAtDate

ChatGPT

Use this when the user asks for total MRR (or committed MRR) on a specific date. Requires permissions: subscriptions:read.

data_mrrAtDate

ChatGPT

Use this when the user asks for total MRR (or committed MRR) on a specific date. Requires permissions: subscriptions:read.

data_mrrAtDate

ChatGPT

Use this when the user asks for total MRR (or committed MRR) on a specific date. Requires permissions: subscriptions:read.

data_mrrByProduct

ChatGPT

Use this when the user asks how MRR is distributed across products or plans. Requires permissions: subscriptions:read.

data_mrrByProduct

ChatGPT

Use this when the user asks how MRR is distributed across products or plans. Requires permissions: subscriptions:read.

data_mrrByProduct

ChatGPT

Use this when the user asks how MRR is distributed across products or plans. Requires permissions: subscriptions:read.

data_mrrChangeEvents

ChatGPT

Use this when the user asks for individual MRR change events (new, expansion, contraction, churn) in a period. Requires permissions: subscriptions:read.

data_mrrChangeEvents

ChatGPT

Use this when the user asks for individual MRR change events (new, expansion, contraction, churn) in a period. Requires permissions: subscriptions:read.

data_mrrChangeEvents

ChatGPT

Use this when the user asks for individual MRR change events (new, expansion, contraction, churn) in a period. Requires permissions: subscriptions:read.

data_mrrData

ChatGPT

Use this when the user asks how MRR has changed over time, MRR trend, or monthly recurring revenue history. Requires permissions: subscriptions:read.

data_mrrData

ChatGPT

Use this when the user asks how MRR has changed over time, MRR trend, or monthly recurring revenue history. Requires permissions: subscriptions:read.

data_mrrData

ChatGPT

Use this when the user asks how MRR has changed over time, MRR trend, or monthly recurring revenue history. Requires permissions: subscriptions:read.

data_periodDetails

ChatGPT

Use this when the user asks for the detailed breakdown of a single period (transactions, categorizations, totals). Requires permissions: transactions:read.

data_periodDetails

ChatGPT

Use this when the user asks for the detailed breakdown of a single period (transactions, categorizations, totals). Requires permissions: transactions:read.

data_periodDetails

ChatGPT

Use this when the user asks for the detailed breakdown of a single period (transactions, categorizations, totals). Requires permissions: transactions:read.

data_profitLossData

ChatGPT

Use this when the user asks for a P&L statement (revenue, costs, gross/operating/net profit) for a period. Requires permissions: financials:read.

data_profitLossData

ChatGPT

Use this when the user asks for a P&L statement (revenue, costs, gross/operating/net profit) for a period. Requires permissions: financials:read.

data_profitLossData

ChatGPT

Use this when the user asks for a P&L statement (revenue, costs, gross/operating/net profit) for a period. Requires permissions: financials:read.

data_retentionCohortDetail

ChatGPT

Use this when the user asks for the customer-level detail behind a specific retention cohort cell. Requires permissions: subscriptions:read, customers:read.

data_retentionCohortDetail

ChatGPT

Use this when the user asks for the customer-level detail behind a specific retention cohort cell. Requires permissions: subscriptions:read, customers:read.

data_retentionCohortDetail

ChatGPT

Use this when the user asks for the customer-level detail behind a specific retention cohort cell. Requires permissions: subscriptions:read, customers:read.

data_revenueExpenses

ChatGPT

Use this when the user asks for revenue vs. expenses (P&L summary) for a period. Requires permissions: financials:read.

data_revenueExpenses

ChatGPT

Use this when the user asks for revenue vs. expenses (P&L summary) for a period. Requires permissions: financials:read.

data_revenueExpenses

ChatGPT

Use this when the user asks for revenue vs. expenses (P&L summary) for a period. Requires permissions: financials:read.

data_revenueExpensesBar

ChatGPT

Use this when the user asks for revenue/expenses charted month-over-month as bars. Requires permissions: financials:read.

data_revenueExpensesBar

ChatGPT

Use this when the user asks for revenue/expenses charted month-over-month as bars. Requires permissions: financials:read.

data_revenueExpensesBar

ChatGPT

Use this when the user asks for revenue/expenses charted month-over-month as bars. Requires permissions: financials:read.

data_revenueExpensesByCategory

ChatGPT

Use this when the user asks which categories drive revenue or expenses over a period. Requires permissions: financials:read.

data_revenueExpensesByCategory

ChatGPT

Use this when the user asks which categories drive revenue or expenses over a period. Requires permissions: financials:read.

data_revenueExpensesByCategory

ChatGPT

Use this when the user asks which categories drive revenue or expenses over a period. Requires permissions: financials:read.

data_topExpenseVendors

ChatGPT

Use this when the user asks for the top expense vendors over a period. Requires permissions: financials:read.

data_topExpenseVendors

ChatGPT

Use this when the user asks for the top expense vendors over a period. Requires permissions: financials:read.

data_topExpenseVendors

ChatGPT

Use this when the user asks for the top expense vendors over a period. Requires permissions: financials:read.

files_batch_delete

ChatGPT

POST /companies/{companyId}/files/batch_delete

files_batch_delete

ChatGPT

POST /companies/{companyId}/files/batch_delete

files_batch_delete

ChatGPT

POST /companies/{companyId}/files/batch_delete

files_delete

ChatGPT

DELETE /companies/{companyId}/files/{fileId}

files_delete

ChatGPT

DELETE /companies/{companyId}/files/{fileId}

files_delete

ChatGPT

DELETE /companies/{companyId}/files/{fileId}

files_download

ChatGPT

GET /companies/{companyId}/files/{fileId}/download

files_download

ChatGPT

GET /companies/{companyId}/files/{fileId}/download

files_download

ChatGPT

GET /companies/{companyId}/files/{fileId}/download

files_get

ChatGPT

GET /companies/{companyId}/files/{fileId}

files_get

ChatGPT

GET /companies/{companyId}/files/{fileId}

files_get

ChatGPT

GET /companies/{companyId}/files/{fileId}

files_list

ChatGPT

GET /companies/{companyId}/files

files_list

ChatGPT

GET /companies/{companyId}/files

files_list

ChatGPT

GET /companies/{companyId}/files

files_update

ChatGPT

PUT /companies/{companyId}/files/{fileId}

files_update

ChatGPT

PUT /companies/{companyId}/files/{fileId}

files_update

ChatGPT

PUT /companies/{companyId}/files/{fileId}

files_upload

ChatGPT

POST /companies/{companyId}/files/upload

files_upload

ChatGPT

POST /companies/{companyId}/files/upload

files_upload

ChatGPT

POST /companies/{companyId}/files/upload

get_company

ChatGPT

Use this when the user asks for details about a specific company (name, settings, plan, etc.). Falls back to the server-configured default company when companyId is omitted.

get_company

ChatGPT

Use this when the user asks for details about a specific company (name, settings, plan, etc.). Falls back to the server-configured default company when companyId is omitted.

get_company

ChatGPT

Use this when the user asks for details about a specific company (name, settings, plan, etc.). Falls back to the server-configured default company when companyId is omitted.

get_transaction

ChatGPT

Use this when the user references a specific transaction id and wants its details (amount, date, counterparty, category).

get_transaction

ChatGPT

Use this when the user references a specific transaction id and wants its details (amount, date, counterparty, category).

get_transaction

ChatGPT

Use this when the user references a specific transaction id and wants its details (amount, date, counterparty, category).

integrations_delete

ChatGPT

DELETE /companies/{companyId}/integrations/{integrationId}

integrations_delete

ChatGPT

DELETE /companies/{companyId}/integrations/{integrationId}

integrations_delete

ChatGPT

DELETE /companies/{companyId}/integrations/{integrationId}

integrations_get

ChatGPT

GET /companies/{companyId}/integrations/{integrationId}

integrations_get

ChatGPT

GET /companies/{companyId}/integrations/{integrationId}

integrations_get

ChatGPT

GET /companies/{companyId}/integrations/{integrationId}

integrations_list

ChatGPT

GET /companies/{companyId}/integrations

integrations_list

ChatGPT

GET /companies/{companyId}/integrations

integrations_list

ChatGPT

GET /companies/{companyId}/integrations

list_companies

ChatGPT

Use this when the user asks which companies they have access to, or before invoking any company-scoped tool when no companyId is known.

list_companies

ChatGPT

Use this when the user asks which companies they have access to, or before invoking any company-scoped tool when no companyId is known.

list_companies

ChatGPT

Use this when the user asks which companies they have access to, or before invoking any company-scoped tool when no companyId is known.

list_company_users

ChatGPT

Use this when the user asks who has access to a company, or wants to list team members and their roles.

list_company_users

ChatGPT

Use this when the user asks who has access to a company, or wants to list team members and their roles.

list_company_users

ChatGPT

Use this when the user asks who has access to a company, or wants to list team members and their roles.

list_customers

ChatGPT

Use this when the user asks to browse or list customers (e.g. "show me my biggest customers"). For revenue analytics across customers, prefer data_customerMrr or data_cohorts.

list_customers

ChatGPT

Use this when the user asks to browse or list customers (e.g. "show me my biggest customers"). For revenue analytics across customers, prefer data_customerMrr or data_cohorts.

list_customers

ChatGPT

Use this when the user asks to browse or list customers (e.g. "show me my biggest customers"). For revenue analytics across customers, prefer data_customerMrr or data_cohorts.

list_transactions

ChatGPT

Use this when the user asks to browse, filter, or paginate through transactions. Supports limit (1-500), offset, and accountId filter. Do not use for aggregations — use a data_* tool instead.

list_transactions

ChatGPT

Use this when the user asks to browse, filter, or paginate through transactions. Supports limit (1-500), offset, and accountId filter. Do not use for aggregations — use a data_* tool instead.

list_transactions

ChatGPT

Use this when the user asks to browse, filter, or paginate through transactions. Supports limit (1-500), offset, and accountId filter. Do not use for aggregations — use a data_* tool instead.

notifications_batch_delete

ChatGPT

POST /companies/{companyId}/notifications/batch_delete

notifications_batch_delete

ChatGPT

POST /companies/{companyId}/notifications/batch_delete

notifications_batch_delete

ChatGPT

POST /companies/{companyId}/notifications/batch_delete

notifications_create

ChatGPT

POST /companies/{companyId}/notifications

notifications_create

ChatGPT

POST /companies/{companyId}/notifications

notifications_create

ChatGPT

POST /companies/{companyId}/notifications

notifications_list

ChatGPT

GET /companies/{companyId}/notifications

notifications_list

ChatGPT

GET /companies/{companyId}/notifications

notifications_list

ChatGPT

GET /companies/{companyId}/notifications

notifications_read_all

ChatGPT

PUT /companies/{companyId}/notifications/read-all

notifications_read_all

ChatGPT

PUT /companies/{companyId}/notifications/read-all

notifications_read_all

ChatGPT

PUT /companies/{companyId}/notifications/read-all

notifications_set_read

ChatGPT

PUT /companies/{companyId}/notifications/{notificationId}/read

notifications_set_read

ChatGPT

PUT /companies/{companyId}/notifications/{notificationId}/read

notifications_set_read

ChatGPT

PUT /companies/{companyId}/notifications/{notificationId}/read

notifications_set_unread

ChatGPT

PUT /companies/{companyId}/notifications/{notificationId}/unread

notifications_set_unread

ChatGPT

PUT /companies/{companyId}/notifications/{notificationId}/unread

notifications_set_unread

ChatGPT

PUT /companies/{companyId}/notifications/{notificationId}/unread

plan_items_create

ChatGPT

POST /companies/{companyId}/plan_items

plan_items_create

ChatGPT

POST /companies/{companyId}/plan_items

plan_items_create

ChatGPT

POST /companies/{companyId}/plan_items

plan_items_delete

ChatGPT

DELETE /companies/{companyId}/plan_items/{planItemId}

plan_items_delete

ChatGPT

DELETE /companies/{companyId}/plan_items/{planItemId}

plan_items_delete

ChatGPT

DELETE /companies/{companyId}/plan_items/{planItemId}

plan_items_get

ChatGPT

GET /companies/{companyId}/plan_items/{planItemId}

plan_items_get

ChatGPT

GET /companies/{companyId}/plan_items/{planItemId}

plan_items_get

ChatGPT

GET /companies/{companyId}/plan_items/{planItemId}

plan_items_list

ChatGPT

GET /companies/{companyId}/plan_items

plan_items_list

ChatGPT

GET /companies/{companyId}/plan_items

plan_items_list

ChatGPT

GET /companies/{companyId}/plan_items

plan_items_update

ChatGPT

PUT /companies/{companyId}/plan_items/{planItemId}

plan_items_update

ChatGPT

PUT /companies/{companyId}/plan_items/{planItemId}

plan_items_update

ChatGPT

PUT /companies/{companyId}/plan_items/{planItemId}

planned_transaction_occurrences_list

ChatGPT

GET /companies/{companyId}/planned_transaction_occurrences

planned_transaction_occurrences_list

ChatGPT

GET /companies/{companyId}/planned_transaction_occurrences

planned_transaction_occurrences_list

ChatGPT

GET /companies/{companyId}/planned_transaction_occurrences

planned_transactions_create

ChatGPT

POST /companies/{companyId}/planned_transactions

planned_transactions_create

ChatGPT

POST /companies/{companyId}/planned_transactions

planned_transactions_create

ChatGPT

POST /companies/{companyId}/planned_transactions

planned_transactions_delete

ChatGPT

DELETE /companies/{companyId}/planned_transactions/{plannedTransactionId}

planned_transactions_delete

ChatGPT

DELETE /companies/{companyId}/planned_transactions/{plannedTransactionId}

planned_transactions_delete

ChatGPT

DELETE /companies/{companyId}/planned_transactions/{plannedTransactionId}

planned_transactions_get

ChatGPT

GET /companies/{companyId}/planned_transactions/{plannedTransactionId}

planned_transactions_get

ChatGPT

GET /companies/{companyId}/planned_transactions/{plannedTransactionId}

planned_transactions_get

ChatGPT

GET /companies/{companyId}/planned_transactions/{plannedTransactionId}

planned_transactions_list

ChatGPT

GET /companies/{companyId}/planned_transactions

planned_transactions_list

ChatGPT

GET /companies/{companyId}/planned_transactions

planned_transactions_list

ChatGPT

GET /companies/{companyId}/planned_transactions

planned_transactions_update

ChatGPT

PUT /companies/{companyId}/planned_transactions/{plannedTransactionId}

planned_transactions_update

ChatGPT

PUT /companies/{companyId}/planned_transactions/{plannedTransactionId}

planned_transactions_update

ChatGPT

PUT /companies/{companyId}/planned_transactions/{plannedTransactionId}

products_create

ChatGPT

POST /companies/{companyId}/products

products_create

ChatGPT

POST /companies/{companyId}/products

products_create

ChatGPT

POST /companies/{companyId}/products

products_delete

ChatGPT

DELETE /companies/{companyId}/products/{productId}

products_delete

ChatGPT

DELETE /companies/{companyId}/products/{productId}

products_delete

ChatGPT

DELETE /companies/{companyId}/products/{productId}

products_external_ids

ChatGPT

GET /companies/{companyId}/products/{productId}/external-ids

products_external_ids

ChatGPT

GET /companies/{companyId}/products/{productId}/external-ids

products_external_ids

ChatGPT

GET /companies/{companyId}/products/{productId}/external-ids

products_get

ChatGPT

GET /companies/{companyId}/products/{productId}

products_get

ChatGPT

GET /companies/{companyId}/products/{productId}

products_get

ChatGPT

GET /companies/{companyId}/products/{productId}

products_list

ChatGPT

GET /companies/{companyId}/products

products_list

ChatGPT

GET /companies/{companyId}/products

products_list

ChatGPT

GET /companies/{companyId}/products

products_set_external_ids

ChatGPT

PUT /companies/{companyId}/products/{productId}/external-ids

products_set_external_ids

ChatGPT

PUT /companies/{companyId}/products/{productId}/external-ids

products_set_external_ids

ChatGPT

PUT /companies/{companyId}/products/{productId}/external-ids

products_update

ChatGPT

PUT /companies/{companyId}/products/{productId}

products_update

ChatGPT

PUT /companies/{companyId}/products/{productId}

products_update

ChatGPT

PUT /companies/{companyId}/products/{productId}

run_data_batch

ChatGPT

Use this when the user needs multiple aggregations (MRR, cash flow, balances, etc.) in one round trip. Pass an array of slice descriptors {type, _id?, ...params}. Prefer dedicated data_* tools for single aggregations.

run_data_batch

ChatGPT

run_data_batch

ChatGPT

search

ChatGPT

Use this when the user is looking for something by name or free-text (a customer, vendor, account, or specific transaction) and the exact id is unknown. Returns results across transactions, customers, vendors, and accounts.

search

ChatGPT

search

ChatGPT

subscription_events_create

ChatGPT

POST /companies/{companyId}/subscription_events

subscription_events_create

ChatGPT

POST /companies/{companyId}/subscription_events

subscription_events_create

ChatGPT

POST /companies/{companyId}/subscription_events

subscription_events_delete

ChatGPT

DELETE /companies/{companyId}/subscription_events/{eventId}

subscription_events_delete

ChatGPT

DELETE /companies/{companyId}/subscription_events/{eventId}

subscription_events_delete

ChatGPT

DELETE /companies/{companyId}/subscription_events/{eventId}

subscription_events_list

ChatGPT

GET /companies/{companyId}/subscription_events

subscription_events_list

ChatGPT

GET /companies/{companyId}/subscription_events

subscription_events_list

ChatGPT

GET /companies/{companyId}/subscription_events

subscription_events_update

ChatGPT

PUT /companies/{companyId}/subscription_events/{eventId}

subscription_events_update

ChatGPT

PUT /companies/{companyId}/subscription_events/{eventId}

subscription_events_update

ChatGPT

PUT /companies/{companyId}/subscription_events/{eventId}

subscriptions_create

ChatGPT

POST /companies/{companyId}/subscriptions

subscriptions_create

ChatGPT

POST /companies/{companyId}/subscriptions

subscriptions_create

ChatGPT

POST /companies/{companyId}/subscriptions

subscriptions_delete

ChatGPT

DELETE /companies/{companyId}/subscriptions/{subscriptionId}

subscriptions_delete

ChatGPT

DELETE /companies/{companyId}/subscriptions/{subscriptionId}

subscriptions_delete

ChatGPT

DELETE /companies/{companyId}/subscriptions/{subscriptionId}

subscriptions_get

ChatGPT

GET /companies/{companyId}/subscriptions/{subscriptionId}

subscriptions_get

ChatGPT

GET /companies/{companyId}/subscriptions/{subscriptionId}

subscriptions_get

ChatGPT

GET /companies/{companyId}/subscriptions/{subscriptionId}

subscriptions_list

ChatGPT

GET /companies/{companyId}/subscriptions

subscriptions_list

ChatGPT

GET /companies/{companyId}/subscriptions

subscriptions_list

ChatGPT

GET /companies/{companyId}/subscriptions

subscriptions_update

ChatGPT

PUT /companies/{companyId}/subscriptions/{subscriptionId}

subscriptions_update

ChatGPT

PUT /companies/{companyId}/subscriptions/{subscriptionId}

subscriptions_update

ChatGPT

PUT /companies/{companyId}/subscriptions/{subscriptionId}

transactions_batch_delete

ChatGPT

POST /companies/{companyId}/transactions/batch_delete

transactions_batch_delete

ChatGPT

POST /companies/{companyId}/transactions/batch_delete

transactions_batch_delete

ChatGPT

POST /companies/{companyId}/transactions/batch_delete

transactions_batch_edit

ChatGPT

POST /companies/{companyId}/transactions/batch_edit

transactions_batch_edit

ChatGPT

POST /companies/{companyId}/transactions/batch_edit

transactions_batch_edit

ChatGPT

POST /companies/{companyId}/transactions/batch_edit

transactions_create

ChatGPT

POST /companies/{companyId}/transactions

transactions_create

ChatGPT

POST /companies/{companyId}/transactions

transactions_create

ChatGPT

POST /companies/{companyId}/transactions

transactions_create_counter_transaction

ChatGPT

POST /companies/{companyId}/transactions/create_counter_transaction

transactions_create_counter_transaction

ChatGPT

POST /companies/{companyId}/transactions/create_counter_transaction

transactions_create_counter_transaction

ChatGPT

POST /companies/{companyId}/transactions/create_counter_transaction

transactions_delete

ChatGPT

DELETE /companies/{companyId}/transactions/{transactionId}

transactions_delete

ChatGPT

DELETE /companies/{companyId}/transactions/{transactionId}

transactions_delete

ChatGPT

DELETE /companies/{companyId}/transactions/{transactionId}

transactions_get

ChatGPT

GET /companies/{companyId}/transactions/{transactionId}

transactions_get

ChatGPT

GET /companies/{companyId}/transactions/{transactionId}

transactions_get

ChatGPT

GET /companies/{companyId}/transactions/{transactionId}

transactions_import

ChatGPT

POST /companies/{companyId}/transactions/import

transactions_import

ChatGPT

POST /companies/{companyId}/transactions/import

transactions_import

ChatGPT

POST /companies/{companyId}/transactions/import

transactions_link_transfer

ChatGPT

POST /companies/{companyId}/transactions/link_transfer

transactions_link_transfer

ChatGPT

POST /companies/{companyId}/transactions/link_transfer

transactions_link_transfer

ChatGPT

POST /companies/{companyId}/transactions/link_transfer

transactions_list

ChatGPT

GET /companies/{companyId}/transactions

transactions_list

ChatGPT

GET /companies/{companyId}/transactions

transactions_list

ChatGPT

GET /companies/{companyId}/transactions

transactions_search

ChatGPT

POST /companies/{companyId}/transactions/search

transactions_search

ChatGPT

POST /companies/{companyId}/transactions/search

transactions_search

ChatGPT

POST /companies/{companyId}/transactions/search

transactions_uncategorize

ChatGPT

POST /companies/{companyId}/transactions/uncategorize

transactions_uncategorize

ChatGPT

POST /companies/{companyId}/transactions/uncategorize

transactions_uncategorize

ChatGPT

POST /companies/{companyId}/transactions/uncategorize

transactions_unlink_transfer

ChatGPT

POST /companies/{companyId}/transactions/unlink_transfer

transactions_unlink_transfer

ChatGPT

POST /companies/{companyId}/transactions/unlink_transfer

transactions_unlink_transfer

ChatGPT

POST /companies/{companyId}/transactions/unlink_transfer

transactions_update

ChatGPT

PUT /companies/{companyId}/transactions/{transactionId}

transactions_update

ChatGPT

PUT /companies/{companyId}/transactions/{transactionId}

transactions_update

ChatGPT

PUT /companies/{companyId}/transactions/{transactionId}

users_delete

ChatGPT

DELETE /companies/{companyId}/users/{userId}

users_delete

ChatGPT

DELETE /companies/{companyId}/users/{userId}

users_delete

ChatGPT

DELETE /companies/{companyId}/users/{userId}

users_list

ChatGPT

GET /companies/{companyId}/users

users_list

ChatGPT

GET /companies/{companyId}/users

users_list

ChatGPT

GET /companies/{companyId}/users

users_set_role

ChatGPT

PUT /companies/{companyId}/users/{userId}/role

users_set_role

ChatGPT

PUT /companies/{companyId}/users/{userId}/role

users_set_role

ChatGPT

PUT /companies/{companyId}/users/{userId}/role

vendors_apply_default_categorization

ChatGPT

POST /companies/{companyId}/vendors/{vendorId}/apply-default-categorization

vendors_apply_default_categorization

ChatGPT

POST /companies/{companyId}/vendors/{vendorId}/apply-default-categorization

vendors_apply_default_categorization

ChatGPT

POST /companies/{companyId}/vendors/{vendorId}/apply-default-categorization

vendors_apply_default_categorization_preview

ChatGPT

GET /companies/{companyId}/vendors/{vendorId}/apply-default-categorization/preview

vendors_apply_default_categorization_preview

ChatGPT

GET /companies/{companyId}/vendors/{vendorId}/apply-default-categorization/preview

vendors_apply_default_categorization_preview

ChatGPT

GET /companies/{companyId}/vendors/{vendorId}/apply-default-categorization/preview

vendors_batch_delete

ChatGPT

POST /companies/{companyId}/vendors/batch_delete

vendors_batch_delete

ChatGPT

POST /companies/{companyId}/vendors/batch_delete

vendors_batch_delete

ChatGPT

POST /companies/{companyId}/vendors/batch_delete

vendors_create

ChatGPT

POST /companies/{companyId}/vendors

vendors_create

ChatGPT

POST /companies/{companyId}/vendors

vendors_create

ChatGPT

POST /companies/{companyId}/vendors

vendors_delete

ChatGPT

DELETE /companies/{companyId}/vendors/{vendorId}

vendors_delete

ChatGPT

DELETE /companies/{companyId}/vendors/{vendorId}

vendors_delete

ChatGPT

DELETE /companies/{companyId}/vendors/{vendorId}

vendors_external_ids

ChatGPT

GET /companies/{companyId}/vendors/{vendorId}/external-ids

vendors_external_ids

ChatGPT

GET /companies/{companyId}/vendors/{vendorId}/external-ids

vendors_external_ids

ChatGPT

GET /companies/{companyId}/vendors/{vendorId}/external-ids

vendors_get

ChatGPT

GET /companies/{companyId}/vendors/{vendorId}

vendors_get

ChatGPT

GET /companies/{companyId}/vendors/{vendorId}

vendors_get

ChatGPT

GET /companies/{companyId}/vendors/{vendorId}

vendors_list

ChatGPT

GET /companies/{companyId}/vendors

vendors_list

ChatGPT

GET /companies/{companyId}/vendors

vendors_list

ChatGPT

GET /companies/{companyId}/vendors

vendors_merge

ChatGPT

POST /companies/{companyId}/vendors/merge

vendors_merge

ChatGPT

POST /companies/{companyId}/vendors/merge

vendors_merge

ChatGPT

POST /companies/{companyId}/vendors/merge

vendors_set_external_ids

ChatGPT

PUT /companies/{companyId}/vendors/{vendorId}/external-ids

vendors_set_external_ids

ChatGPT

PUT /companies/{companyId}/vendors/{vendorId}/external-ids

vendors_set_external_ids

ChatGPT

PUT /companies/{companyId}/vendors/{vendorId}/external-ids

vendors_update

ChatGPT

PUT /companies/{companyId}/vendors/{vendorId}

vendors_update

ChatGPT

PUT /companies/{companyId}/vendors/{vendorId}

vendors_update

ChatGPT

PUT /companies/{companyId}/vendors/{vendorId}

Capabilities

Writes

Links

Documentation ↗Privacy Policy ↗

App Stats

450

Tools

ChatGPT

Platforms

SaaSFlow

Overview

Tools

account_groups_create

account_groups_create

account_groups_create

account_groups_delete

account_groups_delete

account_groups_delete

account_groups_get

account_groups_get

account_groups_get

account_groups_list

account_groups_list

account_groups_list

account_groups_merge

account_groups_merge

account_groups_merge

account_groups_reorder

account_groups_reorder

account_groups_reorder

account_groups_update

account_groups_update

account_groups_update

accounts_balances

accounts_balances

accounts_balances

accounts_create

accounts_create

accounts_create

accounts_daily_balance

accounts_daily_balance

accounts_daily_balance

accounts_delete

accounts_delete

accounts_delete

accounts_get

accounts_get

accounts_get

accounts_list

accounts_list

accounts_list

accounts_remove_history

accounts_remove_history

accounts_remove_history

accounts_set_archive

accounts_set_archive

accounts_set_archive

accounts_set_change_group

accounts_set_change_group

accounts_set_change_group

accounts_set_switch_to_manual

accounts_set_switch_to_manual

accounts_set_switch_to_manual

accounts_set_unarchive

accounts_set_unarchive

accounts_set_unarchive

accounts_update

accounts_update

accounts_update

background_tasks_get

background_tasks_get

background_tasks_get

background_tasks_list

background_tasks_list

background_tasks_list

categories_batch_delete

categories_batch_delete

categories_batch_delete

categories_create

categories_create

categories_create

categories_delete

categories_delete

categories_delete

categories_get

categories_get

categories_get

categories_list

categories_list