Retrieve all accounts with individual balances and subtree totals.

Retrieve hierarchical tree of accounts with nested sub-accounts.

Create a new account with custom code, name, type, and optional parent.

{
  "code": "1015",
  "name": "High Yield Savings",
  "type": "Asset",
  "parentAccountId": 1,
  "currency": "USD"
}

Update account code, name, parent or active status.

Delete an account (fails safely if transactions or subaccounts exist).

Query journal entries with optional date range, account ID filter, and text search.

Record a multi-line double-entry journal (validates Debits == Credits).

{
  "date": "2026-09-16",
  "description": "Office Supplies",
  "reference": "INV-1092",
  "lines": [
    { "accountId": 25, "debit": 150.00, "credit": 0 },
    { "accountId": 3, "debit": 0, "credit": 150.00 }
  ]
}

Perform single-operation fund transfer or liability payoff.

{
  "fromAccountId": 3,
  "toAccountId": 4,
  "amount": 500.00,
  "description": "Transfer to Emergency Fund"
}

Quick income receipt or expense record without debit/credit knowledge.

Mark a journal entry voided while retaining the immutable audit history.

Returns Net Worth, Total Assets, Total Liabilities, YTD Net Income, and Top Holdings.

Assets, Liabilities, Equity, and Retained Earnings.

Revenues, Expenses, and Net Income.

Auditing matrix of debits vs credits for all active accounts.

General ledger line-by-line running balance for a specific account.