Clio

Clio Bank Accounts API

These accounts are meant to mirror the firm’s accounts at their financial institution. Users can add a bank account to Clio to use with [Clio Payments](https://help.clio.com/hc/articles/9285631748507-Payments-and-Bank-Accounts), and for use as an audit and [reconciliation](https://help.clio.com/hc/en-us/articles/9290138047899) tool. [Support Link](https://help.clio.com/hc/articles/9285631748507-Payments-and-Bank-Accounts)

GitHub OpenAPI

Operations 5

GET /bank_accounts.json Return the data for all BankAccounts #
POST /bank_accounts.json Create a new BankAccount #
GET /bank_accounts/{id}.json Return the data for a single BankAccount #
PATCH /bank_accounts/{id}.json Update a single BankAccount #
DELETE /bank_accounts/{id}.json Delete a single BankAccount #

Documentation

📖
Documentation
https://docs.developers.clio.com/
📖
Authentication
https://app.clio.com/oauth/authorize

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/openapi/clio-bank-accounts-api-openapi.yml

Other Resources

🔗
Reference
https://docs.developers.clio.com/api-docs/

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OpenAPI Specification

clio-bank-accounts-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Clio API Documentation Bank Accounts API
  contact:
    name: Clio API Support
    email: api@clio.com
  description: '# Developer Support and Feedback

    * Clio takes the availability and stability of our API seriously; please report any **degradations** or **breakages** to Clio''s API Support team at api@clio.com.'
  version: v4
  x-logo:
    url: https://www.clio.com/wp-content/uploads/2015/05/Container-5-Logo.png
servers:
- url: https://app.clio.com/api/v4
  description: US region Production Server
- url: https://eu.app.clio.com/api/v4
  description: Europe region Production Server
- url: https://ca.app.clio.com/api/v4
  description: Canada region Production Server
- url: https://au.app.clio.com/api/v4
  description: Australia region Production Server
tags:


# --- truncated at 32 KB (45 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/openapi/clio-bank-accounts-api-openapi.yml