Accounting / Tax / Audit
API analysis for close, audit, and tax platforms like BlackLine, FloQast, and AuditBoard. A well-designed API could pull reconciliations and audit requests, push supporting documents, and sync close-task status into your reporting stack.
Docs in this category
auditfile
AuditFile API
AuditFile is a cloud platform for audit and assurance engagement management used by CPA firms and internal audit teams. This page is an independent design exercise that asks what a well-designed AuditFile API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
auditboard
AuditBoard API
AuditBoard is a cloud platform for audit, SOX and internal controls, risk, and compliance management used by internal audit, SOX, and InfoSec teams. This page is an independent design exercise that asks what a well-designed AuditBoard API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
trintech
Trintech API
Trintech is a Finance and Accounting (F&A) technology provider focused on the Record-to-Report process. This page is an independent design exercise that asks what a well-designed Trintech API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
auditdashboard
AuditDashboard API
AuditDashboard is a secure cloud platform that streamlines audit engagements by centralizing PBC request management, document exchange, approvals, and client communication between firms and their clients. This page is an independent design exercise that asks what a well-designed AuditDashboard API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
suralink
Suralink API
Suralink is a cloud platform for accounting and advisory firms that centralizes engagement delivery, PBC request lists, secure file exchange, and workflow tracking between firm staff and client stakeholders. This page is an independent design exercise that asks what a well-designed Suralink API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
zipbooks
ZipBooks API
ZipBooks is cloud-based accounting software designed to simplify bookkeeping, invoicing, and financial reporting for small businesses, freelancers, and service providers. This page is an independent design exercise that asks what a well-designed ZipBooks API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
taxfyle
Taxfyle API
Taxfyle is an online accounting platform that connects tax filers, accounting firms, and RIAs with US-based CPAs and EAs to prepare taxes, deliver advisory services, and build tax plans. This page is an independent design exercise that asks what a well-designed Taxfyle API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
autoentry
AutoEntry API
AutoEntry is an AI-powered automated data entry platform for accountants, bookkeepers, and small-to-medium-sized businesses. This page is an independent design exercise that asks what a well-designed AutoEntry API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
patriot
Patriot Software API
Patriot Software is an online accounting and payroll platform built for small businesses, combining multiple financial-management tools under a single login. This page is an independent design exercise that asks what a well-designed Patriot Software API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
dext
Dext API
Dext is a cloud bookkeeping automation platform that captures, categorizes, and syncs financial documents to accounting software with high data-extraction accuracy. This page is an independent design exercise that asks what a well-designed Dext API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
sage
Sage API
Sage is a British multinational enterprise software company that builds accounting, payroll, HR, and ERP products for small businesses and mid-market organizations across the US, UK, Canada, Australia, South Africa, and France. This page is an independent design exercise that asks what a well-designed Sage API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
caret legal
CARET API
CARET Legal is a comprehensive practice management platform for law firms. This page is an independent design exercise that asks what a well-designed CARET API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
thomson reuters engagement
Thomson Reuters Engagement API
Thomson Reuters Engagement is audit engagement and workpaper management software within Thomson Reuters’ professional suite for accounting firms. This page is an independent design exercise that asks what a well-designed Thomson Reuters Engagement API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
teammate
TeamMate from Wolters Kluwer API
TeamMate is a cloud platform for internal audit, risk, and controls management that centralizes audit planning, fieldwork, workpaper documentation, issues/remediation, and reporting across audit teams and business stakeholders. This page is an independent design exercise that asks what a well-designed TeamMate from Wolters Kluwer API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
taxprep
TaxPrep API
TaxPrep is Wolters Kluwer’s professional tax compliance suite widely used by Canadian accounting firms. This page is an independent design exercise that asks what a well-designed TaxPrep API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
silverfin
Silverfin API
Silverfin is a cloud platform for accounting firms that unifies client ledger data, period management, and working papers into standardized, collaborative workflows. This page is an independent design exercise that asks what a well-designed Silverfin API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
practice cs
Practice CS API
Practice CS is part of Thomson Reuters CS Professional Suite, designed to centralize practice operations for accounting and audit firms. This page is an independent design exercise that asks what a well-designed Practice CS API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
jetpack workflow
Jetpack Workflow API
Jetpack Workflow is a cloud platform for accounting and advisory firms to centralize client work, recurring jobs, deadline tracking, and team coordination. This page is an independent design exercise that asks what a well-designed Jetpack Workflow API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
cch prosystem fx suite
CCH ProSystem fx Suite API
CCH ProSystem fx Suite is an integrated platform for tax preparation, audit/assurance engagements, document management, workflow, and practice management used by accounting and advisory firms. This page is an independent design exercise that asks what a well-designed CCH ProSystem fx Suite API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
cch prosystem fx document
CCH ProSystem fx Document API
CCH ProSystem fx Document is Wolters Kluwer’s enterprise-grade document management system for accounting and audit firms. This page is an independent design exercise that asks what a well-designed CCH ProSystem fx Document API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
cch ifirm
CCH iFirm API
CCH iFirm is a cloud platform for accounting and advisory practices that centralizes client management, engagements/jobs, time & billing, workflow, and document/portal collaboration. This page is an independent design exercise that asks what a well-designed CCH iFirm API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
caseware idea
CaseWare IDEA API
CaseWare IDEA is a purpose-built analytics platform for auditors and financial professionals to analyze large datasets, apply repeatable tests, and document results. This page is an independent design exercise that asks what a well-designed CaseWare IDEA API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
caseware
CaseView from CaseWare API
CaseView (within CaseWare Working Papers) is a document composition system auditors use to build financial statements, audit reports, forms, and checklists with embedded logic, variables, and links to the engagement’s trial balance and mapping. This page is an independent design exercise that asks what a well-designed CaseView from CaseWare API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
canopy
Canopy API
Canopy is a cloud platform for tax and accounting practice management that centralizes client records, engagements, workflows, document management, billing, payments, time tracking, and IRS transcript/notice handling. This page is an independent design exercise that asks what a well-designed Canopy API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
aicpa das
AICPA DAS API
AICPA DAS is a cloud platform designed to modernize audit delivery for CPA firms. This page is an independent design exercise that asks what a well-designed AICPA DAS API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
floqast
FloQast API
FloQast is a finance operations platform focused on the accounting close. This page is an independent design exercise that asks what a well-designed FloQast API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
donnelley financial solutions
Donnelley Financial Solutions API
Donnelley Financial Solutions is a cloud software and services provider focused on regulatory and financial compliance for capital markets and investment management. This page is an independent design exercise that asks what a well-designed Donnelley Financial Solutions API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
blackline
BlackLine API
BlackLine is a cloud platform for Finance & Accounting automation. This page is an independent design exercise that asks what a well-designed BlackLine API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.