REST API · v1

The FinXteam AI API

Pull transactions, propose journal entries for approval, trigger agents, and subscribe to events. Write actions create proposals or apply already-approved accounting actions — never unreviewed tax or legal filings. Bearer-token auth, JSON in, JSON out, 100 req/sec per business.

Get an API key Download OpenAPI spec

Quick linksGet an API key →OpenAPI spec →Webhooks →Rate limits →

The basics

Auth, base URL, and content type

Three things to know before you call your first endpoint.

Bearer token auth

Every request needs Authorization: Bearer .... Tokens are scoped per business and can be revoked from the API settings page.

Base URL

https://api.finxteam.com/v1
JSON in, JSON out. UTF-8. ISO-8601 dates.

Rate limits

100 req/sec per business, 5 req/sec for auth endpoints, no limit on webhooks (Plaid/Stripe callbacks). 429 on overflow with Retry-After.

Your first request

Pull Q1 transactions in 5 lines

curlcopy + paste

curl https://api.finxteam.com/v1/transactions \
  -H "Authorization: Bearer $FINXTEAM_API_KEY" \
  -H "Content-Type: application/json" \
  -G --data-urlencode "from=2026-01-01" --data-urlencode "to=2026-03-31"

Node.js SDK@finxteam/sdk

import FinXteam from '@finxteam/sdk';

const fx = new FinXteam({ apiKey: process.env.FINXTEAM_API_KEY });

// Pull Q1 transactions for the connected business
const txns = await fx.transactions.list({
  from: '2026-01-01',
  to: '2026-03-31',
});

console.log(`Got ${txns.data.length} transactions`);

Endpoint reference

Four groups, thirty-two endpoints

Full reference, request/response schemas, and runnable examples live in the OpenAPI spec.

Ledger

Transactions, journal entries, accounts, statements (P&L, balance sheet, cash flow). Read everything; writes create proposals for owner or CPA approval, or apply actions that have already been approved — not unreviewed filings.

GET /v1/transactions
POST /v1/transactions
GET /v1/accounts
GET /v1/statements/{type}

Agents

Trigger an agent run, read exceptions queued for human review, approve or reject AI proposals.

POST /v1/agents/{slug}/run
GET /v1/agents/exceptions
POST /v1/agents/exceptions/{id}/approve

Webhooks

Subscribe to events — new exception, agent completion, sales-tax filing prepared for review, bank reconnect required.

POST /v1/webhooks
GET /v1/webhooks
DELETE /v1/webhooks/{id}

Auth & Identity

Bearer tokens scoped per business. Rotate or revoke any time. SSO and SCIM for the Strategic plan.

POST /v1/auth/tokens
GET /v1/me
POST /v1/auth/tokens/{id}/revoke

Questions? We answer like engineers.

Hit a 4xx you don't understand? Need an endpoint that doesn't exist yet? Tell us at api@finxteam.com — most replies arrive within an hour with a runnable repro.

api@finxteam.com