Monite Accounting data pull API

openapi: 3.2.0
info:
  title: Monite Accounting data pull API
  contact:
    name: Monite team
    url: https://monite.com/about/
    email: developers@monite.com
  termsOfService: https://monite.com/terms
  version: '1.0'
  description: 'Operations tagged Accounting data pull across 3 of this provider''s published API definitions: monite-openapi-2023-09-01.json, monite-openapi-2024-05-25.json, monite-openapi.yml. Each path carries the servers of the definition it was published in.'
servers:
- url: https://api.dev.monite.com/v1
  description: Development environment
- url: https://api.sandbox.monite.com/v1
  description: Sandbox environment
- url: https://api.monite.com/v1
  description: Production environment (Europe)
- url: https://us.api.monite.com/v1
  description: Production environment (North America)
- url: https://api.monite.oaknorth.co.uk/v1
  description: Oak POC environment
tags:
- name: Accounting data pull
paths:
  /accounting/payables:
    get:
      tags:
      - Accounting data pull
      summary: Get payables list from accounting system
      description: 'Returns a list of accounts payable invoices (bills) that exist in the entity''s accounting system. This requires that an accounting connection has been previously established. Refer to the Accounting integration guide for details.


        This endpoint only provides read-only access to the accounting system''s data but does not pull those payables into Monite. You can use it to review the data in the accounting system and find out which of those payables already exist or do not exist in Monite.


        Data is actual as of the date and time of the last accounting synchronization, which is specified by the `last_pull` value in the response from `GET /accounting_connections/{connection_id}`. To make sure you are accessing the most up-to-date accounting data, you can use `POST /accounting_connections/{connection_id}/sync` to trigger on-demand synchronization before getting the list of payables.'
      operationId: get_accounting_payables
      parameters:
      - required: true
        schema:
          type: string
          format: date
        example: '2023-09-01'
        name: x-monite-version
        in: header
      - description: Number of results per page.
        required: false
        schema:
          type: integer
          maximum: 500.0
          minimum: 1.0
          default: 100
        name: limit
        in: query
      - description: Number of results to skip before selecting items to return.
        required: false
        schema:
          type: integer
          minimum: 0.0
          default: 0
        name: offset
        in: query
      - description: The ID of the entity that owns the requested resource.
        required: true
        schema:
          type: string
          format: uuid
          examples:
          - 9d2b4c8f-2087-4738-ba91-7359683c49a4
        name: x-monite-entity-id
        in: header
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountingPayableList'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorSchemaResponse'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorSchemaResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
    servers:
    - url: https://api.dev.monite.com/v1
      description: Development environment
    - url: https://api.sandbox.monite.com/v1
      description: Sandbox environment
    - url: https://api.monite.com/v1
      description: Production environment (Europe)
    - url: https://us.api.monite.com/v1
      description: Production environment (North America)
    - url: https://api.monite.oaknorth.co.uk/v1
      description: Oak POC environment
  /accounting/payables/{payable_id}:
    get:
      tags:
      - Accounting data pull
      summary: Get payable details from accounting system
      description: Returns information about an individual payable invoice (bill) that exists in the entity's accounting system. This payable may or may not also exist in Monite.
      operationId: get_accounting_payables_id
      parameters:
      - required: true
        schema:
          type: string
          format: date
        example: '2023-09-01'
        name: x-monite-version
        in: header
      - description: An internal ID of the payable invoice (bill) in the accounting system. You can get these IDs from `GET /accounting/payables`.
        required: true
        schema:
          type: string
        name: payable_id
        in: path
      - description: The ID of the entity that owns the requested resource.
        required: true
        schema:
          type: string
          format: uuid
          examples:
          - 9d2b4c8f-2087-4738-ba91-7359683c49a4
        name: x-monite-entity-id
        in: header
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountingPayable'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorSchemaResponse'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorSchemaResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
    servers:
    - url: https://api.dev.monite.com/v1
      description: Development environment
    - url: https://api.sandbox.monite.com/v1
      description: Sandbox environment
    - url: https://api.monite.com/v1
      description: Production environment (Europe)
    - url: https://us.api.monite.com/v1
      description: Production environment (North America)
    - url: https://api.monite.oaknorth.co.uk/v1
      description: Oak POC environment
  /accounting/receivables:
    get:
      tags:
      - Accounting data pull
      summary: Get invoice list from accounting system
      description: 'Returns a list of invoices that exist in the entity''s accounting system. This requires that an accounting connection has been previously established. Refer to the Accounting integration guide for details.


        This endpoint only provides read-only access to the accounting system''s data but does not pull those invoices into Monite. You can use it to review the data in the accounting system and find out which of those invoices already exist or do not exist in Monite.


        Data is actual as of the date and time of the last accounting synchronization, which is specified by the `last_pull` value in the response from `GET /accounting_connections/{connection_id}`. To make sure you are accessing the most up-to-date accounting data, you can use `POST /accounting_connections/{connection_id}/sync` to trigger on-demand synchronization before getting the invoice list.'
      operationId: get_accounting_receivables
      parameters:
      - required: true
        schema:
          type: string
          format: date
        example: '2023-09-01'
        name: x-monite-version
        in: header
      - description: Number of results per page.
        required: false
        schema:
          type: integer
          maximum: 500.0
          minimum: 1.0
          default: 100
        name: limit
        in: query
      - description: Number of results to skip before selecting items to return.
        required: false
        schema:
          type: integer
          minimum: 0.0
          default: 0
        name: offset
        in: query
      - description: The ID of the entity that owns the requested resource.
        required: true
        schema:
          type: string
          format: uuid
          examples:
          - 9d2b4c8f-2087-4738-ba91-7359683c49a4
        name: x-monite-entity-id
        in: header
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountingReceivableList'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorSchemaResponse'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorSchemaResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
    servers:
    - url: https://api.dev.monite.com/v1
      description: Development environment
    - url: https://api.sandbox.monite.com/v1
      description: Sandbox environment
    - url: https://api.monite.com/v1
      description: Production environment (Europe)
    - url: https://us.api.monite.com/v1
      description: Production environment (North America)
    - url: https://api.monite.oaknorth.co.uk/v1
      description: Oak POC environment
  /accounting/receivables/{invoice_id}:
    get:
      tags:
      - Accounting data pull
      summary: Get invoice details from accounting system
      description: Returns information about an individual invoice that exists in the entity's accounting system. This invoice may or may not also exist in Monite.
      operationId: get_accounting_receivables_id
      parameters:
      - required: true
        schema:
          type: string
          format: date
        example: '2023-09-01'
        name: x-monite-version
        in: header
      - description: An internal ID of the invoice in the accounting system. You can get these IDs from `GET /accounting/receivables`.
        required: true
        schema:
          type: string
        name: invoice_id
        in: path
      - description: The ID of the entity that owns the requested resource.
        required: true
        schema:
          type: string
          format: uuid
          examples:
          - 9d2b4c8f-2087-4738-ba91-7359683c49a4
        name: x-monite-entity-id
        in: header
      responses:
        '200':
          description: Successful Response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/AccountingReceivable'
        '405':
          description: Method Not Allowed
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorSchemaResponse'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorSchemaResponse'
        '422':
          description: Validation Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/HTTPValidationError'
      security:
      - HTTPBearer: []
    servers:
    - url: https://api.dev.monite.com/v1
      description: Development environment
    - url: https://api.sandbox.monite.com/v1
      description: Sandbox environment
    - url: https://api.monite.com/v1
      description: Production environment (Europe)
    - url: https://us.api.monite.com/v1
      description: Production environment (North America)
    - url: https://api.monite.oaknorth.co.uk/v1
      description: Oak POC environment
components:
  schemas:
    AccountingPayableList:
      properties:
        data:
          items:
            $ref: '#/components/schemas/AccountingPayable'
          type: array
      type: object
      required:
      - data
    AccountingCustomerRefObject:
      properties:
        id:
          type: string
          description: A unique identifier of the customer in the accounting system.
          example: '120'
        company_name:
          type: string
          description: Customer name in the accounting system.
          example: Acme Inc.
      type: object
      required:
      - id
    AccountingVendorRefObject:
      properties:
        id:
          type: string
          description: A unique identifier of the vendor in the accounting system.
          example: '120'
        name:
          type: string
          description: Vendor name in the accounting system.
          example: Acme Inc.
      type: object
      required:
      - id
    AccountingLineItem:
      properties:
        description:
          type: string
          description: The name or description of the product or service being invoiced.
          example: Logo design
        discount_amount:
          type: number
          description: Discount amount for this line item (if any).
        discount_percentage:
          type: number
          description: Discount percentage for this line item (if any).
        ledger_account_id:
          type: string
          description: ID of the ledger account associated with this line item. You can use `GET /ledger_accounts/{ledger_account_id}` to get further details about this ledger account.
        quantity:
          type: number
          description: The quantity of the product or service.
        tax_rate_ref:
          allOf:
          - $ref: '#/components/schemas/AccountingRefObject'
          description: An internal reference to the tax rate in the accounting system that the line item is linked to.
        unit_amount:
          type: number
          description: The cost per unit of the product or service.
      type: object
      description: Contains the details of an invoice line item retrieved from an accounting system.
    AccountingPurchaseOrderRef:
      properties:
        id:
          type: string
          description: An internal ID of the purchase order in the accounting system.
          example: '10'
        name:
          type: string
          description: Reference number of the purchase order.
          example: PO-1234
      type: object
      required:
      - id
    AccountingReceivableList:
      properties:
        data:
          items:
            $ref: '#/components/schemas/AccountingReceivable'
          type: array
      type: object
      required:
      - data
    AccountingRefObject:
      properties:
        id:
          type: string
          description: An internal ID of the tax rate in the accounting system.
      type: object
    HTTPValidationError:
      properties:
        detail:
          items:
            $ref: '#/components/schemas/ValidationError'
          type: array
      type: object
    ValidationError:
      properties:
        loc:
          items:
            anyOf:
            - type: string
            - type: integer
          type: array
        msg:
          type: string
        type:
          type: string
      type: object
      required:
      - loc
      - msg
      - type
    AccountingPayable:
      properties:
        id:
          type: string
          description: An internal identifier of the payable in the accounting system.
        amount_due:
          type: number
          description: Remaining amount to be paid.
        currency:
          type: string
          description: ISO-4217 currency code of the payable.
          example: EUR
        currency_rate:
          type: number
          description: Rate to convert the total amount of the transaction into the entity's base currency at the time of the transaction.
        due_date:
          anyOf:
          - type: string
            format: date-time
          - type: string
            format: date
          description: The payable's due date.
        invoice_number:
          type: string
          description: Invoice number of the payable.
        lines:
          items:
            $ref: '#/components/schemas/AccountingLineItem'
          type: array
        memo:
          type: string
          description: Any additional information or business notes about the payable.
        posted_date:
          type: string
          format: date
          description: Date when the payable was added to the accounting service. This may differ from the payable creation date.
        purchase_order_refs:
          items:
            $ref: '#/components/schemas/AccountingPurchaseOrderRef'
          type: array
          description: A list of purchase orders linked to the payable, if any.
        status:
          type: string
          description: 'The status of the payable in the accounting system. Possible values: `open`, `draft`, `partially_paid`, `paid`, `unknown`, `void`.'
          example: paid
        subtotal:
          type: number
          description: Amount payable, including discounts but excluding VAT/taxes.
        tax_amount:
          type: number
          description: Total VAT or tax amount.
        total_amount:
          type: number
          description: The total amount payable, including discounts and VAT/taxes.
        vendor_ref:
          allOf:
          - $ref: '#/components/schemas/AccountingVendorRefObject'
          description: Information about the vendor from whom the payable was received.
      type: object
      required:
      - id
      - status
      - total_amount
      description: Details of an accounts payable invoice (bill) retrieved from an accounting system.
    AccountingReceivable:
      properties:
        id:
          type: string
          description: An internal identifier of the invoice in the accounting system.
        currency:
          type: string
          description: ISO-4217 currency code of the invoice.
          example: EUR
        currency_rate:
          type: number
          description: Rate to convert the total amount of the transaction into the entity's base currency at the time of the transaction.
        customer_ref:
          allOf:
          - $ref: '#/components/schemas/AccountingCustomerRefObject'
          description: Information about the customer that the invoice was sent to.
        due_date:
          anyOf:
          - type: string
            format: date-time
          - type: string
            format: date
          description: Invoice due date.
        invoice_number:
          type: string
          description: Invoice document number.
        lines:
          items:
            $ref: '#/components/schemas/AccountingLineItem'
          type: array
        memo:
          type: string
          description: Any additional information or business notes about the invoice.
        pass_through:
          type: object
          description: An object containing additional invoice data returned by the accounting system. This sometimes includes custom invoice fields.
        posted_date:
          type: string
          format: date
          description: Date when the invoice was added to the accounting service. This may differ from the invoice creation date.
      type: object
      description: Invoice details retrieved from an accounting system.
    ErrorSchemaResponse:
      properties:
        error:
          $ref: '#/components/schemas/ErrorSchema'
      type: object
      required:
      - error
    ErrorSchema:
      properties:
        message:
          type: string
      type: object
      required:
      - message
  securitySchemes:
    HTTPBearer:
      type: http
      scheme: bearer
x-refined-from:
- monite-openapi-2023-09-01.json
- monite-openapi-2024-05-25.json
- monite-openapi.yml