A client's OWN accounting software: the organisation their record is bound to, and the invoices, contacts, bank accounts and profit and loss inside it. Distinct from the client's customer record in the practice's books, which is what the practice invoices them against. Organisations are always read live from the platform rather than a stored list, one client may be bound to one organisation and one organisation to one client, and platforms that offer no profit and loss report say so with a 400 rather than an empty report.

Connect Client Books

POST /tenants/{tenant}/clients/{clientCode}/books/connect

Starts a fresh authorisation aimed at this client's own accounting software and returns the connection, including the authorisation URL to send the browser to. This is the only route on platforms where one authorisation covers a single company — the client's own login is needed there. When the platform reports exactly one organisation, the client is linked to it automatically once the flow completes.

Parameters

Name	Type	Description
tenant*	path string	The Tenant.Code
The Tenant.Code
clientCode*	path string

Request Body*

StartClientBooksConnectionRequest

{
  "platform": "string",
  "redirectUrl": "string"
}

Responses

201 Created

ThirdPartyConnectionDto

400 Bad Request

401 Unauthorized – Invalid or missing API key

404 Not Found