DBT Capital

DBT Capital Bookkeeping API

Bookkeeping and accounting

GitHub OpenAPI

Operations 87

GET /bookkeeping/organizations/{orgId}/activity The organization's changes and updates as one chronological timeline, newest… #
POST /bookkeeping/organizations/activity Get activity feed for multiple organizations #
POST /bookkeeping/organizations/{orgId}/activity/updates Post an update on the organization timeline #
POST /bookkeeping/organizations/{orgId}/activity/touch Mark the organization's timeline as seen #
GET /bookkeeping/organizations/{orgId}/integration/erp Get ERP integration for organization #
POST /bookkeeping/organizations/{orgId}/integration/erp/disable Disable ERP integration #
POST /bookkeeping/organizations/{orgId}/accounting/summations/table/pl Fetch PL table by organization #
POST /bookkeeping/organizations/{orgId}/accounting/summations/table/bs Fetch BS table by organization #
POST /bookkeeping/organizations/{orgId}/accounting/summations/table/repayability Fetch repayability table by organization #
GET /bookkeeping/organizations/{orgId}/accounting/summations/ltm-development Get the LTM development of an organization #
GET /bookkeeping/organizations/{orgId}/accounting/summations/base Get base ERP summations for an organization #
POST /bookkeeping/organizations/{orgId}/accounting/summations/base Fetch base ERP summations for an organization #
GET /bookkeeping/organizations/{orgId}/accounting/summations Get group summations by organization and type #
GET /bookkeeping/organizations/{orgId}/accounting/summations/most-recent Get most recent group summations by organization and type #
GET /bookkeeping/organizations/{orgId}/accounting/summations/pl-table Get PL table by organization #
GET /bookkeeping/organizations/{orgId}/accounting/summations/bs-table Get BS table by organization #
GET /bookkeeping/organizations/{orgId}/accounting/summations/repayability-table Get repayability table by organization #
GET /bookkeeping/organizations/{orgId}/accounting/summations/sequence Get group summations in sequence #
GET /bookkeeping/organizations/{orgId}/accounting/summations/debt-table Get debt table for accounts 2200-2499 (excluding 2440) #
GET /bookkeeping/organizations/{orgId}/accounting/summations/graph/monthly-by-year/{type}/{title}/{key} Get group summations grouped by year #
GET /bookkeeping/organizations/{orgId}/accounting/summations/graph/{type}/{title}/{key}/monte-carlo Get Monte Carlo simulation result #
POST /bookkeeping/organizations/{orgId}/accounting/summations/invoke/calculate-and-store Trigger recalculation of all summations for an organization #
GET /bookkeeping/organizations/{orgId}/accounting/health/unbalanced-accounts Get unbalanced accounts by organization #
POST /bookkeeping/organizations/{orgId}/accounting/health/unbalanced-accounts/verify Verify unbalanced account #
GET /bookkeeping/organizations/{orgId}/accounting/health/exclusions List health check exclusions for an organization #
POST /bookkeeping/organizations/{orgId}/accounting/health/exclusions Create a health check exclusion #
POST /bookkeeping/organizations/{orgId}/accounting/health/exclusions/{exclusionUuid}/deactivate Deactivate a health check exclusion #
GET /bookkeeping/organizations/{orgId}/accounting/coverage Get monthly account balance coverage for organization #
GET /bookkeeping/organizations/{orgId}/accounting/receivables/patterns/graph Get receivables patterns for building a graph #
POST /bookkeeping/organizations/{orgId}/accounting/adjustments/suggestions Fetch adjustment suggestions #
POST /bookkeeping/organizations/{orgId}/accounting/adjustments/sign-off Create a sign-off #
POST /bookkeeping/organizations/{orgId}/accounting/adjustments/reset Remove all adjustments and sign-offs #
GET /bookkeeping/organizations/{orgId}/invoices/customer-invoices Get customer invoices for organization #
GET /bookkeeping/organizations/{orgId}/invoices/supplier-invoices Get supplier invoices for organization #
GET /bookkeeping/organizations/{orgId}/invoices/customer-invoices/stats Get customer invoice statistics for organization #
POST /bookkeeping/organizations/{orgId}/files/sie Submit SIE file #
GET /bookkeeping/organizations/{orgId}/files/sie List organization SIE files #
GET /bookkeeping/organizations/{orgId}/files/sie/{sieFileId} Get SIE file #
GET /bookkeeping/organizations/{orgId}/files/sie/{sieFileId}/download Download SIE file #
GET /bookkeeping/organizations/{orgId}/dates/important Get important dates #
GET /bookkeeping/organizations/{orgId}/kpis/net-debt Get net. debt by EBITDA #
POST /bookkeeping/organizations/{orgId}/invoke/recalculate-bookkeeping-statistics Recalculate bookkeeping statistics #
POST /bookkeeping/organizations/{orgId}/invoke/fetch-sie-from-consent Fetch SIE files from the organization's approved ERP consent #
POST /bookkeeping/organizations/{orgId}/invoke/fetch-sie-for-fiscal-year Fetch SIE files for a specific fiscal year from the organization's approved ERP… #
POST /bookkeeping/organizations/accounting/coverages Get monthly account balance coverage for given organizations #
GET /bookkeeping/organizations/accounting/health/resolved-status Get resolved health check status for multiple organizations #
POST /bookkeeping/organizations/accounting/summations/table/batch/pl Fetch the PL table of each organization #
POST /bookkeeping/organizations/accounting/summations/table/batch/bs Fetch the BS table of each organization #
POST /bookkeeping/organizations/accounting/summations/table/group/pl Fetch grouped PL table by organizations #
POST /bookkeeping/organizations/accounting/summations/table/group/pl/by-organization Fetch grouped PL table by organizations, with the total and each organization's… #
POST /bookkeeping/organizations/accounting/summations/table/group/bs Fetch grouped BS table by organizations #
POST /bookkeeping/organizations/accounting/summations/table/group/bs/by-organization Fetch grouped BS table by organizations, with the total and each organization's… #
POST /bookkeeping/organizations/accounting/summations/table/group/repayability Fetch grouped repayability table by organizations #
GET /bookkeeping/organizations/accounting/summations/graph/pl-development Get P&L development chart data by organizations #
GET /bookkeeping/organizations/accounting/summations/graph/{type}/{title}/{key}/monthly-by-year Get monthly-by-year summations graphs for organizations #
GET /bookkeeping/organizations/accounting/summations/graph/group/{type}/{title}/{key}/monthly Get grouped monthly summation graph for organizations #
GET /bookkeeping/organizations/accounting/summations/graph/group/cash-ebitda-and-revenue/monthly Get grouped monthly Cash EBITDA and revenue graph for organizations, merged by… #
GET /bookkeeping/organizations Get organizations #
GET /bookkeeping/organizations/{orgId} Get organization #
PATCH /bookkeeping/organizations/{orgId} Patch organization #
GET /bookkeeping/integrations/erp List ERP integrations #
POST /bookkeeping/files/sie Submit SIE file #
GET /bookkeeping/files/sie List SIE files #
GET /bookkeeping/files/sie/{sieFileId}/download Download SIE file #
GET /bookkeeping/files/sie/count Count SIE files #
GET /bookkeeping/files/sie/{sieFileId} Get SIE file #
POST /bookkeeping/files/sie/handle Handle SIE files awaiting accept #
POST /bookkeeping/excel/base-summations/transformed Get transformed base summations to be used in Excel #
POST /bookkeeping/excel/audited-financials/transformed Get transformed revised financials to be used in Excel #
GET /bookkeeping/accounting/adjustments/sign-off List sign-offs #
GET /bookkeeping/accounting/health/checks Health checks by organization #
GET /bookkeeping/accounting/health/exclusions Health check exclusions by organization #
GET /bookkeeping/accounting/sie-file-access-logs List latest SIE file access logs by consent IDs #
GET /bookkeeping/requirements/accounting Lists all accounting requirements #
PUT /bookkeeping/requirements/accounting Upsert to update or create a accounting requirement #
PATCH /bookkeeping/requirements/accounting Update an existing accounting requirement #
GET /bookkeeping/requirements/accounting/contacts Lists accounting data requirement contacts for organizations #
POST /bookkeeping/requirements/accounting/contacts Add an accounting data requirement contact to an organization #
PATCH /bookkeeping/requirements/accounting/contacts Edit an accounting data requirement contact of an organization #
DELETE /bookkeeping/requirements/accounting/contacts Remove an accounting data requirement contact from an organization #
DELETE /bookkeeping/requirements/accounting/{orgId} Archive accounting requirements for organization #
POST /bookkeeping/audited-financials/roaring Request new audited financials from Roaring #
GET /bookkeeping/audited-financials/roaring/fetch-status Get the status of an audited financials fetch request #
GET /bookkeeping/audited-financials Get a list of stored audited financials #
GET /bookkeeping/supplier-payment-scores Get supplier payment scores #
POST /bookkeeping/reconciliation-table Fetch reconciliation tables by organization #
GET /bookkeeping/fiscal-years List fiscal years by organization #

Specifications

⚙
OpenAPI
https://artifacts.apis.io/dbt-se/openapi/dbt-se-bookkeeping-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-health-checks-resolved-status-response-body-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-collateral-valuation-response-body-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-portfolio-organization-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-base-summation-account-plan-adjustment-request-body-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-organization-schema.json
📊
JSONSchema
https://artifacts.apis.io/dbt-se/json-schema/dbt-se-get-lgdpotential-response-body-schema.json

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OpenAPI Specification

dbt-se-bookkeeping-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: DBT Capital Bookkeeping API
  version: 1.0.0
  description: Bookkeeping and accounting
servers:
- url: https://api.p.dbt.se
  description: Current environment
tags:


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# Full source: https://artifacts.apis.io/dbt-se/openapi/dbt-se-bookkeeping-api-openapi.yml