Connect via API

Businesses with custom workflows need their accounting data to flow seamlessly into other systems—CRMs, ERPs, project management tools, custom dashboards, and more. FiscalInsights provides a comprehensive REST API that gives developers full access to read and write financial data programmatically. Anything you can do in the UI, you can automate through the API.

The API covers all core resources: transactions, invoices, clients, vendors, accounts, reports, and more. Create invoices programmatically from your CRM when a deal closes. Pull transaction data into a custom analytics dashboard. Sync vendor information between your procurement system and FiscalInsights. The possibilities are limited only by your imagination and technical capabilities.

Webhooks provide real-time notifications when events occur—a payment is received, an invoice goes overdue, a transaction is categorized. Instead of polling the API for changes, your system receives an instant callback. Combined with comprehensive developer documentation, sample code, and a sandbox environment for testing, FiscalInsights' API lets you build exactly the integration you need without compromising your financial data's integrity.