Forwardly

Forwardly Account API

The Account API from Forwardly — 3 operation(s) for account.

Documentation GitHub OpenAPI

Operations 4

PUT /v2/business/{businessId}/accounting/accounts Update an account for a business #

POST /v2/business/{businessId}/accounting/accounts Create an account for a business #

GET /v2/business/{businessId}/accounting/accounts/ Fetch a list of all the accounts of a business #

GET /v2/business/{businessId}/accounting/accounts/{id} Fetch the details of an account by account id #

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OpenAPI Specification

openapi: 3.2.0
info:
  title: ForwardAI Precise Account API
  version: 2.0.0
  description: ForwardAI Precise APIs
  contact:
    name: ForwardAI
    url: https://www.forwardai.com
servers:
- url: https://api.forwardai.com
  description: ForwardAI Precise APIs URL (US Region)
- url: https://api.4wdai.com
  description: ForwardAI Precise APIs URL (Sandbox)
tags:
- name: Account
paths:
  /v2/business/{businessId}/accounting/accounts:
    put:
      summary: Update an account for a business
      security:
      - basicAuth: []
      tags:
      - Account
      parameters:
      - $ref: '#/components/parameters/businessId'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateAccount'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                type: object
                properties:
                  status:
                    type: boolean
                    example: true
                  message:
                    type: string
                    example: We have initiated your request, we will update you shortly.
                  data:
                    $ref: '#/components/schemas/EntityResponse'
                  metadata:
                    $ref: '#/components/schemas/ByIdRawDataMetadata'
        '400':
          description: Bad Request Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BadRequestError'
        '401':
          description: Unauthorized Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedError'
        '500':
          description: Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      operationId: putV2BusinessByBusinessIdAccountingAccounts
      x-operation-id-source: derived
    post:
      summary: Create an account for a business
      security:
      - basicAuth: []
      tags:
      - Account
      parameters:
      - $ref: '#/components/parameters/businessId'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateAccount'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                type: object
                properties:
                  status:
                    type: boolean
                    example: true
                  message:
                    type: string
                    example: Request submitted
                  data:
                    $ref: '#/components/schemas/EntityResponse'
                  metadata:
                    $ref: '#/components/schemas/ByIdRawDataMetadata'
        '400':
          description: Bad Request Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BadRequestError'
        '401':
          description: Unauthorized Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedError'
        '500':
          description: Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      operationId: postV2BusinessByBusinessIdAccountingAccounts
      x-operation-id-source: derived
  /v2/business/{businessId}/accounting/accounts/:
    get:
      summary: Fetch a list of all the accounts of a business
      security:
      - basicAuth: []
      tags:
      - Account
      parameters:
      - $ref: '#/components/parameters/businessId'
      - $ref: '#/components/parameters/pageNumber'
      - $ref: '#/components/parameters/rawdataPageSize'
      - $ref: '#/components/parameters/sortByName'
      - $ref: '#/components/parameters/sortOrderAsc'
      - $ref: '#/components/parameters/modifiedAfter'
      - $ref: '#/components/parameters/parentAccount'
      - $ref: '#/components/parameters/filterType'
      - $ref: '#/components/parameters/active'
      responses:
        '200':
          description: success
          content:
            application/json:
              schema:
                type: object
                properties:
                  status:
                    type: boolean
                    example: true
                  message:
                    type: string
                    example: success
                  data:
                    $ref: '#/components/schemas/AccountsResponse'
                  metadata:
                    $ref: '#/components/schemas/RawDataMetadata'
        '400':
          description: Bad Request Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BadRequestError'
        '401':
          description: Unauthorized Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedError'
        '403':
          description: Permission Access Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PermissionError'
        '500':
          description: Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      operationId: getV2BusinessByBusinessIdAccountingAccounts
      x-operation-id-source: derived
  /v2/business/{businessId}/accounting/accounts/{id}:
    get:
      summary: Fetch the details of an account by account id
      security:
      - basicAuth: []
      tags:
      - Account
      parameters:
      - $ref: '#/components/parameters/businessId'
      - $ref: '#/components/parameters/id'
      responses:
        '200':
          description: success
          content:
            application/json:
              schema:
                type: object
                properties:
                  status:
                    type: boolean
                    example: true
                  message:
                    type: string
                    example: success
                  data:
                    $ref: '#/components/schemas/AccountByIdResponse'
                  metadata:
                    $ref: '#/components/schemas/ByIdRawDataMetadata'
        '400':
          description: Bad Request Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/BadRequestError'
        '401':
          description: Unauthorized Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedError'
        '403':
          description: Permission Access Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PermissionError'
        '500':
          description: Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Error'
      operationId: getV2BusinessByBusinessIdAccountingAccountsById
      x-operation-id-source: derived
components:
  schemas:
    RawDataMetadata:
      type: object
      properties:
        businessId:
          type: string
          example: 61383a7e462e85067ab34f9e
        instituteId:
          type: string
          example: 5fb657984670bc3baa71c6e7
        pageNumber:
          type: number
          example: 1
        pageSize:
          type: number
          example: 100
        sortBy:
          type: string
          example: name
        sortOrder:
          type: string
          example: asc
        startDate:
          type: string
          format: date
          example: '2019-12-01'
        endDate:
          type: string
          format: date
          example: '2020-11-30'
        firstAvailableDate:
          type: string
          format: date
          example: '2019-12-01'
        lastAvailableDate:
          type: string
          format: date
          example: '2020-11-30'
        totalRecords:
          type: number
          example: 180
    Error:
      type: object
      properties:
        status:
          type: boolean
          example: false
        message:
          type: string
          example: Error
        error:
          type: object
          properties:
            type:
              type: string
              example: InternalServerError
            smTraceId:
              type: string
              example: 5fd77529a859933f504527e1
            message:
              type: string
              example: error message
            errorCode:
              type: number
              example: 1001
            serviceCode:
              type: number
              example: 1002
    AccountsResponse:
      type: array
      items:
        type: object
        properties:
          id:
            type: string
            example: '139'
          name:
            type: string
            example: Advertising Promotional
          parentAccount:
            type: object
            properties:
              id:
                type: number
                example: 12
              name:
                type: string
                example: Expense
          classification:
            type: string
            example: EXPENSE
          accountNumber:
            type: string
            example: '6005'
          accountSubType:
            type: object
            properties:
              id:
                type: number
                example: 17
              name:
                type: string
                example: Advertisement & Selling
          description:
            type: string
            example: Ad. & Selling cost
          isBankAccount:
            type: boolean
            example: false
          baseCurrency:
            type: string
            example: CAD
          active:
            type: boolean
          createdAt:
            type: string
            example: '2021-03-10T05:43:38.209Z'
          updatedAt:
            type: string
            example: '2021-03-10T05:43:38.209Z'
    CreateAccount:
      type: object
      required:
      - name
      - parentAccountId
      properties:
        name:
          type: string
        accountNumber:
          type: string
        parentAccountId:
          type: number
          enum:
          - 1
          - 2
          - 3
          - 4
          - 5
          - 6
          - 7
          - 8
          - 9
          - 10
          - 11
          - 12
          - 13
          - 14
          - 15
        baseCurrency:
          type: string
    BadRequestError:
      type: object
      properties:
        status:
          type: boolean
          example: false
        message:
          type: string
          example: Error
        error:
          type: object
          properties:
            type:
              type: string
              example: RequestValidationError
            message:
              type: string
              example: Invalid Request Parameters
            errorCode:
              type: number
              example: 1002
            serviceCode:
              type: number
              example: 1002
    UpdateAccount:
      type: object
      required:
      - id
      - name
      - parentAccountId
      properties:
        id:
          type: string
        name:
          type: string
        accountNumber:
          type: string
        parentAccountId:
          type: number
          enum:
          - 1
          - 2
          - 3
          - 4
          - 5
          - 6
          - 7
          - 8
          - 9
          - 10
          - 11
          - 12
          - 13
          - 14
          - 15
        baseCurrency:
          type: string
    AccountByIdResponse:
      type: object
      properties:
        id:
          type: string
          example: '139'
        name:
          type: string
          example: Advertising Promotional
        parentAccount:
          type: object
          properties:
            id:
              type: number
              example: 12
            name:
              type: string
              example: Expense
        classification:
          type: string
          example: EXPENSE
        accountNumber:
          type: string
          example: '6005'
        accountSubType:
          type: object
          properties:
            id:
              type: number
              example: 17
            name:
              type: string
              example: Advertisement & Selling
        description:
          type: string
          example: Ad. & Selling cost
        isBankAccount:
          type: boolean
          example: false
        baseCurrency:
          type: string
          example: CAD
        active:
          type: boolean
        createdAt:
          type: string
          example: '2021-03-10T05:43:38.209Z'
        updatedAt:
          type: string
          example: '2021-03-10T05:43:38.209Z'
    ByIdRawDataMetadata:
      type: object
      properties:
        businessId:
          type: string
          example: 61383a7e462e85067ab34f9e
        instituteId:
          type: string
          example: 5fb657984670bc3baa71c6e7
        firstAvailableDate:
          type: string
          format: date
          example: '2019-12-01'
        lastAvailableDate:
          type: string
          format: date
          example: '2020-11-30'
    EntityResponse:
      type: object
      properties:
        requestId:
          type: string
          example: de81cac80ce01eb1ce26dcf1
    PermissionError:
      type: object
      properties:
        status:
          type: boolean
          example: false
        message:
          type: string
          example: Error
        error:
          type: object
          properties:
            type:
              type: string
              example: httpException
            message:
              type: string
              example: No Permission to access the resources
            errorCode:
              type: number
              example: 1005
            serviceCode:
              type: number
              example: 1040
    UnauthorizedError:
      type: object
      properties:
        status:
          type: boolean
          example: false
        message:
          type: string
          example: Error
        error:
          type: object
          properties:
            type:
              type: string
              example: HttpException
            message:
              type: string
              example: Missing authorization details
            errorCode:
              type: number
              example: 1006
            serviceCode:
              type: number
              example: 1040
  parameters:
    filterType:
      in: query
      name: classification
      schema:
        type: string
        enum:
        - ASSET
        - LIABILITY
        - EQUITY
        - INCOME
        - EXPENSE
      required: false
    id:
      in: path
      name: id
      schema:
        type: string
      required: true
    rawdataPageSize:
      in: query
      name: pageSize
      description: Any integer between 1 and 1000
      schema:
        type: number
      required: false
    modifiedAfter:
      in: query
      name: modifiedAfter
      description: Valid date format 'YYYY-MM-DD'
      schema:
        type: string
      required: false
    parentAccount:
      in: query
      name: parentAccount
      schema:
        type: string
        enum:
        - Bank
        - Accounts Receivable
        - Other Current Assets
        - Other Assets
        - Fixed Assets
        - Credit Card
        - Accounts Payable
        - Other Current Liabilities
        - Long Term Liabilities
        - Equity
        - Cost Of Goods Sold
        - Expenses
        - Other Expense
        - Income
        - Other Income
      required: false
    sortByName:
      in: query
      name: sortBy
      schema:
        type: string
        enum:
        - name
        example: name
      required: false
    sortOrderAsc:
      in: query
      name: sortOrder
      schema:
        type: string
        enum:
        - asc
        - desc
        example: asc
      required: false
    pageNumber:
      in: query
      name: pageNumber
      description: Any integer between 1 and 10000
      schema:
        type: number
      required: false
    businessId:
      in: path
      name: businessId
      schema:
        type: string
      required: true
    active:
      in: query
      name: active
      schema:
        type: boolean
      required: false
  securitySchemes:
    basicAuth:
      type: http
      scheme: basic
x-provenance:
  method: searched
  source: https://docs.forwardai.com/reference
  harvested: '2026-10-20'
  tool: harvest-readme-openapi.py
  note: Assembled verbatim from the OpenAPI definition ReadMe embeds in each operation page of the provider's developer portal; paths and components merged by API title, nothing authored.
  assembled_from:
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-accounts-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-accounts.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-attributes-ratios.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-billpayments-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-billpayments.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-bills-id-attachment-download.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-bills-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-bills.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-creditnotes-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-creditnotes.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-customeranalysis-id-dueoverduetrend.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-customeranalysis-id-insights.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-customers-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-customers.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-debitnotes-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-debitnotes.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-employees-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-employees.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-expenses-recurringexpenses.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-income-recurringincome.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-invoicepayments-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-invoicepayments.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-invoicepdf-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-invoices-id-attachment-download.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-invoices-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-invoices.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-items-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-items.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-journals-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-journals.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-kpi-ebitda.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-purchaseorders-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-purchaseorders.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-reports-apaging.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-reports-araging.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-reports-balancesheet.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-reports-cashflowstatement.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-reports-generalledger-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-reports-profitandloss.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-reports-trialbalance.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-shorttermcashflow-details.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-shorttermcashflow-summary.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-shorttermcashflow-topinflowheads.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-shorttermcashflow-topoutflowheads.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-taxrates-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-taxrates.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-vendors-id.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-accounting-vendors.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-connections-accounting-verify.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid-connections.md
  - https://docs.forwardai.com/reference/get_v2-business-businessid.md
  - https://docs.forwardai.com/reference/get_v2-business.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-accounting-accounts.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-accounting-billpayments.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-accounting-bills-id-attachment.md
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  - https://docs.forwardai.com/reference/post_v2-business-businessid-accounting-creditnotes.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-accounting-customers.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-accounting-debitnotes.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-accounting-invoicepayments.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-accounting-invoices-id-attachment.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-accounting-invoices.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-accounting-items.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-accounting-journals.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-accounting-purchaseorders.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-accounting-vendors.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-disconnect.md
  - https://docs.forwardai.com/reference/post_v2-business-businessid-sync.md
  - https://docs.forwardai.com/reference/post_v2-business.md
  - https://docs.forwardai.com/reference/put_v2-business-businessid-accounting-accounts.md
  - https://docs.forwardai.com/reference/put_v2-business-businessid-accounting-billpayments.md
  - https://docs.forwardai.com/reference/put_v2-business-businessid-accounting-bills.md
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  - https://docs.forwardai.com/reference/put_v2-business-businessid-accounting-items.md
  - https://docs.forwardai.com/reference/put_v2-business-businessid-accounting-journals.md
  - https://docs.forwardai.com/reference/put_v2-business-businessid-accounting-purchaseorders.md
  - https://docs.forwardai.com/reference/put_v2-business-businessid-accounting-vendors.md
  merge:
    pages: 81
    deduped: 653
    conflicts_kept_first: 0