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GET Get Books LinkReturns the organisation this client's record is bound to in their own accounting software, or 404 when they are not connected to any. The connection .../tenants/{tenant}/clients/{clientCode}/books/link
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POST Link BooksBinds the client to one organisation reachable through an existing connection. The organisation is confirmed with the platform before the link is save.../tenants/{tenant}/clients/{clientCode}/books/link
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DELETE Unlink BooksRemoves the client's binding. The underlying connection is left alone — other clients may reach their own organisations through the same one./tenants/{tenant}/clients/{clientCode}/books/link
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GET List Available OrganisationsLists the organisations the practice's existing accounting connections can reach, asked of each platform live. The ones that cannot be chosen carry an.../tenants/{tenant}/clients/{clientCode}/books/available-organisations
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POST Connect Client BooksStarts a fresh authorisation aimed at this client's own accounting software and returns the connection, including the authorisation URL to send the br.../tenants/{tenant}/clients/{clientCode}/books/connect
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GET List Books InvoicesLists the sales invoices in the client's own books, most recent first. Paged like any other list: pass 'offset' and 'limit' and you get exactly that w.../tenants/{tenant}/clients/{clientCode}/books/invoices
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GET List Books BillsLists the bills (purchase invoices) in the client's own books, most recent first: what the client owes its suppliers. Paged and filtered exactly like .../tenants/{tenant}/clients/{clientCode}/books/bills
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GET Get Books Debtors And CreditorsAges everything outstanding in the client's own books as at today: 'receivables' (what customers owe the client, from unpaid sales invoices) and 'paya.../tenants/{tenant}/clients/{clientCode}/books/ageing
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GET Get Books Outstanding TotalsWhat customers owe the client ('receivables') and what the client owes suppliers ('payables'), as two totals read from the client's balance sheet as a.../tenants/{tenant}/clients/{clientCode}/books/outstanding-totals
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GET List Books ContactsLists the contacts in the client's own books. Paged like any other list — see the invoices endpoint for what 'totalCount' being null means./tenants/{tenant}/clients/{clientCode}/books/contacts
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GET List Books Bank AccountsLists the bank accounts in the client's own books. A null balance means the platform does not report one on this endpoint — it is not a zero balance./tenants/{tenant}/clients/{clientCode}/books/bank-accounts
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GET List Books Chart Of AccountsLists the client's chart of accounts — every nominal code, its name, and how the platform classifies it. Paged like any other list, and this one alway.../tenants/{tenant}/clients/{clientCode}/books/chart-of-accounts
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GET Get Books Profit And LossRuns a profit and loss report over the client's own books for the period given. Name the period as a 'dateRange' (a PresetDateRange), as dateRange=Cus.../tenants/{tenant}/clients/{clientCode}/books/profit-and-loss
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GET Get Books Trial BalanceRuns a trial balance over the client's own books — one signed balance per nominal account, positive for debit and negative for credit, in the platform.../tenants/{tenant}/clients/{clientCode}/books/trial-balance
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GET Get Books Balance SheetRuns a balance sheet over the client's own books as at one date — 'asAt', defaulting to today. A statement of position, so unlike the profit and loss .../tenants/{tenant}/clients/{clientCode}/books/balance-sheet
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GET Get Bookkeeping LinkReturns the organisation this client's record is bound to at the practice's bookkeeping health provider, or 404 when they are not linked. The connecti.../tenants/{tenant}/clients/{clientCode}/books/bookkeeping/link
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POST Link BookkeepingBinds the client to one organisation at the practice's bookkeeping health provider. The organisation is confirmed with the provider before the link is.../tenants/{tenant}/clients/{clientCode}/books/bookkeeping/link
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DELETE Unlink BookkeepingRemoves the client's binding. The underlying connection is left alone — other clients reach their own organisations through the same one./tenants/{tenant}/clients/{clientCode}/books/bookkeeping/link
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GET List Available Bookkeeping OrganisationsLists the organisations the practice's bookkeeping health connection can score and that are free to link, asked of the provider live. Excludes any org.../tenants/{tenant}/clients/{clientCode}/books/bookkeeping/available-organisations
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GET Get Bookkeeping HealthReturns the provider's scoring of the client's books — health percentage, issue count and value at risk per time bucket, plus activity figures — quali.../tenants/{tenant}/clients/{clientCode}/books/bookkeeping/health
