# medianfi-com Accountant Portal API

**Canonical:** https://apis.io/apis/medianfi-com/medianfi-com-accountant-portal-api/  
**Provider:** medianfi-com — https://apis.io/providers/medianfi-com/  
**Base URL:** https://api.medianfi.com/api/v1  
**Documentation:** https://medianfi.com/docs

medianfi-com Accountant Portal API is one of 58 APIs that [medianfi-com](https://apis.io/providers/medianfi-com/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. This API exposes 6 JSON Schema definitions. Tagged areas include Accountant Portal. The published artifact set on APIs.io includes an OpenAPI specification and 6 JSON Schemas.

The Accountant Portal API from medianfi-com — 239 operation(s) for accountant portal.

## Operations (60 of 276)

| Method | Path | Summary |
|---|---|---|
| GET | `/accountant/companies/{customerId}/onboarding-questions` | List onboarding questions for an assigned customer |
| POST | `/accountant/companies/{customerId}/onboarding-questions` | Create a record-only onboarding question for an assigned customer |
| GET | `/accountant/companies/{customerId}/onboarding-review-items` | List onboarding review findings for an assigned customer |
| POST | `/accountant/companies/{customerId}/onboarding-review-items` | Create an onboarding review finding for an assigned customer |
| PATCH | `/accountant/companies/{customerId}/onboarding-review-items/{itemId}` | Update an onboarding review finding for an assigned customer |
| DELETE | `/accountant/companies/{customerId}/onboarding-review-items/{itemId}` | Delete an onboarding review finding for an assigned customer |
| GET | `/accountant/companies/{customerId}/agent/settings` | Read a company's bookkeeping agent settings |
| PUT | `/accountant/companies/{customerId}/agent/settings` | Change a company's bookkeeping agent settings |
| GET | `/accountant/companies/{customerId}/agent/open-items` | The bookkeeping agent's open items for a close period |
| GET | `/accountant/companies/{customerId}/agent/activity` | Report what the bookkeeping agent did for a customer |
| GET | `/accountant/companies/{customerId}/agent/client-context` | Read the rules an accountant wrote for this client, for the bookkeeping agent |
| GET | `/accountant/companies/{customerId}/agent/client-facts` | Read the client facts the bookkeeping agent works with |
| PUT | `/accountant/companies/{customerId}/agent/client-facts` | Confirm or edit the client facts |
| GET | `/accountant/companies/{customerId}/agent/autonomy` | Read the bookkeeping agent's autonomy state per capability |
| PUT | `/accountant/companies/{customerId}/agent/autonomy` | Lift a pause, restart the trial, or pause a capability |
| POST | `/accountant/companies/{customerId}/agent/shadow-verdicts` | Record what the bookkeeping agent would have done in shadow |
| GET | `/accountant/companies/{customerId}/agent/bank-accounts` | List a company's bank accounts for the bookkeeping agent |
| POST | `/accountant/companies/{customerId}/agent/runs` | Start a bookkeeping agent run |
| GET | `/accountant/companies/{customerId}/agent/runs/{runId}` | Read a bookkeeping agent run and its evidence |
| POST | `/accountant/companies/{customerId}/agent/runs/{runId}/decisions` | Record one decision of the agent, to learn from |
| POST | `/accountant/companies/{customerId}/agent/runs/{runId}/evidence` | Record evidence before a write |
| POST | `/accountant/companies/{customerId}/agent/runs/{runId}/finish` | Finish a bookkeeping agent run |
| POST | `/accountant/companies/{customerId}/agent/runs/{runId}/model-call` | One model call for a bookkeeping agent run |
| POST | `/accountant/companies/{customerId}/agent/tasks` | Queue a bookkeeping question for the accountant |
| GET | `/accountant/companies/{customerId}/agent/findings` | List the bookkeeping agent's open findings and the work they hold |
| POST | `/accountant/companies/{customerId}/agent/findings` | Record an occurrence of a bookkeeping agent finding |
| PATCH | `/accountant/companies/{customerId}/agent/findings/{findingId}` | Record a bookkeeping agent finding's filing and lifecycle |
| POST | `/accountant/companies/{customerId}/agent/findings/{findingId}/held/{heldItemId}/settle` | Settle one item of held work |
| POST | `/accountant/companies/{customerId}/agent/findings/{findingId}/held/{heldItemId}/release` | Release a company the agent's integrity watch held |
| GET | `/accountant/companies/{customerId}/document-forwarding-address` | Read an assigned client's document forwarding address |
| PUT | `/accountant/companies/{customerId}/document-forwarding-address` | Set an assigned client's document forwarding handle |
| GET | `/accountant/companies/{customerId}/statement-basis` | Read an assigned client's approved statement basis |
| POST | `/accountant/companies/{customerId}/statement-basis` | Record an assigned client's approved statement basis |
| GET | `/accountant/companies/{customerId}/revenue-products` | Read an assigned client's revenue product tags and Stripe product mappings |
| PUT | `/accountant/companies/{customerId}/revenue-products/accounts/{accountId}` | Tag or untag a revenue account as a product |
| PUT | `/accountant/companies/{customerId}/revenue-products/stripe-products/{stripeProductId}` | Map a Stripe product to a product account |
| GET | `/accountant/companies/{customerId}/transactions/{transactionId}/journal-entries` | List journal entries linked to a customer transaction |
| GET | `/accountant/companies/{customerId}/journal-entries/{id}` | Get one customer journal entry by ID (includes lines) |
| POST | `/accountant/companies/{customerId}/journal-entries/{id}/void` | Accountant void of one active posted journal entry |
| POST | `/accountant/companies/{customerId}/journal-entries/{id}/correct-date` | Correct the posted date of one active journal entry |
| POST | `/accountant/companies/{customerId}/transactions/import` | Import bank-statement CSV rows for a customer |
| GET | `/accountant/companies/{customerId}/transactions/import-jobs/{jobId}` | Get a CSV import job's status and result |
| POST | `/accountant/companies/{customerId}/transactions/transfer-matches/{matchId}/cancel` | Cancel a proposed or approved transfer match |
| POST | `/accountant/companies/{customerId}/practice-metrics` | Upload patient-free practice-metric aggregates for a customer |
| GET | `/accountant/companies/{customerId}/practice-metrics` | Read back the uploaded practice-metric aggregates for a customer |
| POST | `/accountant/companies/{customerId}/practice-packets` | Upload an approved, de-identified practice packet for a customer |
| GET | `/accountant/companies/{customerId}/practice-packets` | List a customer's stored practice packets, current first |
| PATCH | `/accountant/companies/{customerId}/documents/{documentId}` | Update companies documents |
| DELETE | `/accountant/companies/{customerId}/documents/{documentId}` | Delete companies documents |
| GET | `/accountant/companies/{customerId}/insights/bundle` | Get a customer insights bundle as an assigned accountant |
| POST | `/accountant/companies/{customerId}/intelligence/asks` | Ask a question against a customer's entity-scoped insights bundle |
| GET | `/accountant/companies/{customerId}/intelligence/asks` | List a customer's entity-scoped Insight Ask history |
| POST | `/accountant/companies/{customerId}/insights/asks` | Ask a question against a customer's entity-scoped insights bundle |
| GET | `/accountant/companies/{customerId}/insights/asks` | List a customer's entity-scoped Insight Ask history |
| GET | `/accountant/companies/{customerId}/insights/metric-requests` | List metric requests for an assigned customer |
| GET | `/accountant/companies/{customerId}/recommendations` | List recommendations for an assigned customer |
| POST | `/accountant/companies/{customerId}/recommendations` | Add an accountant-authored recommendation for an assigned customer |
| POST | `/accountant/companies/{customerId}/recommendations/{id}/pin` | Pin a customer recommendation as an accountant |
| DELETE | `/accountant/companies/{customerId}/recommendations/{id}/pin` | Unpin a customer recommendation as an accountant |
| POST | `/accountant/companies/{customerId}/recommendations/{id}/suppress` | Snooze a customer recommendation as an accountant |

…and 216 more operations. The page lists the first 250; the full set of 276 is in the OpenAPI linked below.

## Machine-readable artifacts (7)

- **OpenAPI** — https://artifacts.apis.io/medianfi-com/openapi/medianfi-com-accountant-portal-api-openapi.yml
- **JSONSchema** — https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-practice-packet-v1-schema.json
- **JSONSchema** — https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-therapist-metrics-envelope-response-schema.json
- **JSONSchema** — https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-sub-ledger-liabilities-view-schema.json
- **JSONSchema** — https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-quick-books-chart-push-preview-schema.json
- **JSONSchema** — https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-books-overview-schema.json
- **JSONSchema** — https://artifacts.apis.io/medianfi-com/json-schema/medianfi-com-agent-client-facts-schema.json

## Other medianfi-com APIs (12)

- [medianfi-com Accountant Assignments API](https://apis.io/apis/medianfi-com/medianfi-com-accountant-assignments-api/)
- [medianfi-com Accountant Documents API](https://apis.io/apis/medianfi-com/medianfi-com-accountant-documents-api/)
- [medianfi-com Accountants API](https://apis.io/apis/medianfi-com/medianfi-com-accountants-api/)
- [medianfi-com Accounting Classes API](https://apis.io/apis/medianfi-com/medianfi-com-accounting-classes-api/)
- [medianfi-com Accounting Tags API](https://apis.io/apis/medianfi-com/medianfi-com-accounting-tags-api/)
- [medianfi-com Admin API](https://apis.io/apis/medianfi-com/medianfi-com-admin-api/)
- [medianfi-com API Keys API](https://apis.io/apis/medianfi-com/medianfi-com-api-keys-api/)
- [medianfi-com AR/AP API](https://apis.io/apis/medianfi-com/medianfi-com-ar-ap-api/)
- [medianfi-com Attribution API](https://apis.io/apis/medianfi-com/medianfi-com-attribution-api/)
- [medianfi-com Auth API](https://apis.io/apis/medianfi-com/medianfi-com-auth-api/)
- [medianfi-com Bank Accounts API](https://apis.io/apis/medianfi-com/medianfi-com-bank-accounts-api/)
- [medianfi-com Books API](https://apis.io/apis/medianfi-com/medianfi-com-books-api/)

## Tags

Accountant Portal

---

Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/medianfi-com/medianfi-com-accountant-portal-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/medianfi-com/.