Cartwheel API
Cartwheel is a purpose-built accounts receivable automation platform for staffing agencies, funding companies, and Employers of Record (EORs)—automating the invoice-to-payment workflow on top of existing ATS, ERP, payroll, and VMS systems. An unofficial API lets you programmatically pull invoices, remittances, approvals, payments, DSO/aging, and client records—and push updates like new invoices, payment statuses, and reconciliation events back into Cartwheel.
What is Cartwheel?
Cartwheel is a purpose-built accounts receivable (AR) automation platform for staffing agencies, funding companies, and Employers of Record (EORs). Rather than replacing a customer's stack, Cartwheel maps each existing AR process, rule, and integration—ATS, ERP, CRM, HCM, payroll, accounting, timekeeping, and VMS systems—and automates the invoice-to-payment workflow on top of them, giving teams real-time visibility into Days Sales Outstanding (DSO) by client and helping customers get paid faster.
Core capabilities include:
- Invoice-to-payment automation across the full AR lifecycle
- Real-time DSO-by-client visibility and AR forecasting
- Self-service dashboards for invoices, approvals, and remittances
- Configurable integrations with ATS, ERP, CRM, HCM, payroll, accounting, timekeeping, and VMS systems (e.g., Bullhorn, ADP, QuickBooks, Xero, Microsoft Dynamics 365, Stripe)
- symplr Contingent Talent Management (CTM) partnership for end-to-end billing automation in healthcare staffing
Common data entities:
- Invoices, Line Items, Bill Rates, Credit Memos
- Payments, Remittances, Disbursements, Reconciliation Records
- Clients, Contacts, Approvals, Approval Workflows
- DSO Metrics, Aging Buckets, Collections Activity
- Timecards, Placements, and source-system identifiers from ATS/VMS feeds
The Cartwheel Integration Challenge
Cartwheel sits at the center of a staffing operator's cash flow, but its AR data lives behind a configured, account-managed platform rather than an open developer API—so turning that workflow into programmatic automation is non-trivial:
- No public, self-serve API: Cartwheel is deployed and configured per customer with no documented developer API or open endpoint catalogue to build against
- Per-customer configuration: AR rules, approval flows, and bill-rate logic are mapped individually to each operator's stack, so generic integrations break across tenants
- Dashboard-trapped data: Invoices, approvals, remittances, and DSO live in self-service dashboards designed for human review, not bulk export or programmatic pulls
- Multi-system spread: Cartwheel orchestrates across ATS, ERP, payroll, accounting, and VMS systems, each with its own IDs and identifiers that must be reconciled to a single AR record
- Authentication and credentialing: Secure, permissioned access with credentialing requirements complicates headless, always-on automation
- No financial data storage: Cartwheel does not store financial data itself, so authoritative records remain in connected systems that you still have to reconcile against the AR workflow
How Supergood Creates Cartwheel APIs
Supergood reverse-engineers the authenticated browser flows behind your Cartwheel deployment to deliver a resilient, normalized API layer for your account—even though no public developer API exists. You integrate once against consistent objects instead of scraping dashboards or waiting on custom export jobs.
- Handles username/password and MFA (SMS, email, TOTP) securely within a managed session
- Maintains session continuity with automated refresh and change detection as the dashboard evolves
- Normalizes invoices, remittances, approvals, payments, and DSO into consistent objects regardless of your configured AR rules
- Aligns to your per-customer configuration, custom fields, and source-system identifiers so AR records reconcile cleanly across ATS, ERP, and VMS feeds
Use Cartwheel with AI agents: Cartwheel MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your Cartwheel configuration, connected systems, and authentication model.
- Supergood Generates and Validates Your API
We deliver a production-ready Cartwheel adapter tailored to your AR rules, custom fields, and source-system identifiers.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Cartwheel evolves.
API Endpoints
Authentication
/authenticateAuthenticate to your Cartwheel account using username/password, or MFA, and obtain a session token for downstream calls.
Billing
/invoicesList invoices with filters for client, status, aging bucket, and date range, including line items and bill rates.
Billing
/create_invoiceCreate or submit a new invoice against a client and placement using your configured AR rules and bill-rate logic.
Payments
/remittancesRetrieve remittances, payments, and disbursements with reconciliation status and matched-invoice references.
Clients
/clientsPull client and contact records, approval workflows, and per-client DSO and aging metrics.
Payments
/record_paymentRecord or update a payment against one or more invoices and trigger reconciliation and approval events.
Use Cases
Sync invoices and remittances into your data warehouse
- Pull invoices, line items, and bill rates from Cartwheel into a single AR warehouse - Stream remittances, payments, and disbursements to downstream BI and finance tools - Reconcile client and contact records across ATS, ERP, and VMS feeds for a unified AR 360
Automate cash application and reconciliation
- Match incoming payments and remittances to open invoices without dashboard clicks - Record payment status and trigger reconciliation events back into Cartwheel - Surface disputed and short-paid invoices to collections workflows automatically
Monitor DSO and aging in real time
- Pull DSO-by-client and aging buckets on a schedule for live cash-flow dashboards - Trigger alerts when accounts cross delinquency or credit thresholds - Feed accurate AR forecasts into FP&A and treasury models
Keep AR data in sync with connected systems
- Push new invoices and approvals generated upstream in ATS/VMS into Cartwheel - Pull approval and remittance status back into accounting and ERP systems - Reconcile source-system identifiers so each AR record maps cleanly across tools
Technical Specifications
Authentication
Username/password and MFA (SMS, email, TOTP) handled in a managed session
Connectivity
Authenticated browser flows against your configured Cartwheel deployment; no public developer API required
Response format
Normalized JSON across Invoice, Payment, Remittance, Approval, Client, and DSO objects
Rate limits
Adaptive throttling tuned to your account to avoid platform-side limits
Session management
Automatic session refresh, MFA replay handling, and credential rotation
Data freshness
Near real-time pulls for invoices, remittances, and DSO with optional scheduled batch syncs
Security
Encrypted credential vault, scoped access tokens, SOC 2-aligned controls, and audit logging
Webhooks
Event-style callbacks for invoice issuance, approval, payment, remittance, and reconciliation changes
Latency
Sub-second reads on cached entities; multi-second writes when posting invoices and payments
Throughput
Horizontally scaled workers sized to high-volume staffing and funding invoice loads
Reliability
Retry, backoff, and idempotency keys for invoice creation, payment recording, and reconciliation
Adaptation
Continuous monitoring of Cartwheel dashboard changes and per-customer configuration drift
Frequently asked questions
Cartwheel is deployed and configured per customer with no documented self-serve developer API. Supergood works against your authenticated Cartwheel sessions to deliver a normalized API for your account without waiting on a public endpoint catalogue.
Each account is profiled against its configured AR rules, approval flows, bill-rate logic, and custom fields. Supergood preserves your specific configuration and source-system identifiers rather than forcing a generic schema.
Yes. Supergood normalizes Cartwheel's invoices, remittances, approvals, and DSO into consistent objects and preserves the source-system identifiers from connected ATS, ERP, payroll, accounting, and VMS feeds so AR records reconcile cleanly.
Yes. Cartwheel partners with symplr Contingent Talent Management (CTM) for end-to-end billing automation in healthcare staffing, and Supergood's API surface exposes those invoices, remittances, and approvals alongside your other AR data.
No. Like Cartwheel, Supergood operates against your authenticated sessions and connected systems; it brokers access and normalizes responses rather than becoming a system of record for your financial data.