Silverfin Sync Company-Specific API

openapi: 3.2.0
info:
  title: Silverfin Sync Sync Company-Specific API
  version: v1
servers:
- url: https://live.getsilverfin.com
tags:
- name: Sync Company-Specific
paths:
  /api/v4/f/{firm_id}/syncs/companies/{company_id}/info:
    get:
      summary: Get Sync Information
      description: 'Retrieves the current synchronization state for a specific company.

        Required scope(s): `financials:transactions:sync`'
      security:
      - OAuth2:
        - financials:transactions:sync
      operationId: getSyncCompanyInfo
      tags:
      - Sync Company-Specific
      parameters:
      - $ref: '#/components/parameters/FirmId'
      - $ref: '#/components/parameters/CompanyId'
      responses:
        '200':
          description: Successfully retrieved sync information.
          content:
            application/json:
              schema:
                type: object
                required:
                - sync_point
                - sync_start_at
                - sync_reference
                properties:
                  sync_point:
                    $ref: '#/components/schemas/SyncPoint'
                  sync_start_at:
                    $ref: '#/components/schemas/SyncStartAt'
                  sync_reference:
                    $ref: '#/components/schemas/SyncReference'
        '409':
          description: Conflict occurred, preventing the request from being processed (e.g., invalid sync point, misconfigured company). The error message will provide more details.
          content:
            application/json:
              schema:
                type: object
                required:
                - error
                properties:
                  error:
                    type: string
  /api/v4/f/{firm_id}/syncs/companies/{company_id}/reset:
    delete:
      summary: Reset Bookkeeping Data
      description: 'Allows you to reset bookkeeping data for a company up to a specified date. If no date is provided, all bookkeeping data will be reset. Silverfin expect an incremental approach. This means you must only perform one request at a time per company.

        Required scope(s): `financials:transactions:sync`


        after_date: It is recommended to always use this endpoint with the after_date parameter set to the date of the oldest change for regular sync attempts. The "oldest change" refers to the earliest date of any financial transaction or record that has changed. If a customer notices an inconsistency, you can perform a reset without date, allowing you to re-sync all data.'
      security:
      - OAuth2:
        - financials:transactions:sync
      operationId: resetSyncBookkeepingData
      tags:
      - Sync Company-Specific
      parameters:
      - $ref: '#/components/parameters/FirmId'
      - $ref: '#/components/parameters/CompanyId'
      - name: after_date
        in: query
        description: 'Recommended setting the date to the oldest change.

          Example: "01/01/2023" would reset all data from 1 January 2023 onward.

          '
        schema:
          type: string
          format: date
      responses:
        '200':
          description: Bookkeeping data successfully reset.
          content:
            application/json:
              schema:
                type: object
                required:
                - sync_point
                properties:
                  sync_point:
                    $ref: '#/components/schemas/SyncPoint'
        '409':
          description: Conflict occurred, preventing the request from being processed (e.g., invalid sync point, misconfigured company). The error message will provide more details.
          content:
            application/json:
              schema:
                type: object
                required:
                - error
                properties:
                  error:
                    type: string
        '422':
          description: The request payload is invalid.
          content:
            application/json:
              schema:
                type: object
                required:
                - errors
                properties:
                  errors:
                    type: object
                example:
                  errors:
                    after_date:
                    - must be a valid date string
        '429':
          description: Too many requests at the same time. You must perform only one request at a time per company.
          content:
            application/json:
              schema:
                type: object
                required:
                - error
                properties:
                  error:
                    type: string
  /api/v4/f/{firm_id}/syncs/companies/{company_id}/settings:
    post:
      summary: Update Sync Settings for a Company
      description: 'Allows you to modify sync settings for a company, such as financial years, computations to be performed by Silverfin, and the retained earnings account.


        Each "year" can be configured to make Silverfin compute opening balances and retained earnings

        automatically for you. You can read more about it on Opening Balances and Retained Earnings page.


        Required scope(s): `financials:transactions:sync`'
      security:
      - OAuth2:
        - financials:transactions:sync
      operationId: setSyncCompanySettings
      tags:
      - Sync Company-Specific
      parameters:
      - $ref: '#/components/parameters/FirmId'
      - $ref: '#/components/parameters/CompanyId'
      requestBody:
        content:
          application/json:
            schema:
              type: object
              required:
              - years
              properties:
                years:
                  type: array
                  items:
                    type: object
                    required:
                    - start_date
                    - end_date
                    - compute_opening_balances
                    - compute_retained_earnings
                    properties:
                      start_date:
                        type: string
                        format: date
                      end_date:
                        type: string
                        format: date
                      compute_opening_balances:
                        type: boolean
                        description: 'Recommended passing "true" to avoid potential data consistency issues.

                          More information [Opening Balances and Retained Earnings](/reference/opening-balances-and-retained-earnings) page.

                          '
                      compute_retained_earnings:
                        type: boolean
                        description: 'Recommended passing "true" to avoid potential data consistency issues.

                          More information [Opening Balances and Retained Earnings](/reference/opening-balances-and-retained-earnings) page.

                          '
                retained_earnings_account:
                  $ref: '#/components/schemas/RetainedEarningsAccountPayload'
      responses:
        '201':
          description: Sync settings updated successfully.
          content:
            application/json:
              schema:
                type: object
        '409':
          description: Conflict occurred, preventing the request from being processed (e.g., invalid sync point, misconfigured company). The error message will provide more details.
          content:
            application/json:
              schema:
                type: object
                required:
                - error
                properties:
                  error:
                    type: string
        '422':
          description: The request payload is invalid.
          content:
            application/json:
              schema:
                type: object
                required:
                - errors
                properties:
                  errors:
                    type: object
                example:
                  errors:
                    retained_earnings_account:
                      name:
                      - must be filled
                      number:
                      - must be a string
  /api/v4/f/{firm_id}/syncs/companies/{company_id}/transactions:
    post:
      summary: Submit Bookkeeping Transactions
      description: 'Allows you to submit, modify, or delete bookkeeping transactions in Silverfin using an incremental approach. This means you must only perform one request at a time per company.

        Based on the action type, you can add new transactions, update existing ones, or remove them.

        There is a limit of 500 actions per request.

        Required scope(s): `financials:transactions:sync`'
      security:
      - OAuth2:
        - financials:transactions:sync
      operationId: submitSyncTransactions
      tags:
      - Sync Company-Specific
      parameters:
      - $ref: '#/components/parameters/FirmId'
      - $ref: '#/components/parameters/CompanyId'
      requestBody:
        content:
          application/json:
            schema:
              type: object
              required:
              - sync_point
              - actions
              properties:
                sync_point:
                  $ref: '#/components/schemas/SyncPoint'
                actions:
                  type: array
                  maxItems: 500
                  items:
                    $ref: '#/components/schemas/ActionPayload'
                accounts:
                  type: array
                  items:
                    $ref: '#/components/schemas/AccountWithTypePayload'
                extra_field_labels:
                  $ref: '#/components/schemas/ExtraFieldLabelsPayload'
      responses:
        '201':
          description: Transactions have been successfully processed and accepted.
          content:
            application/json:
              schema:
                type: object
                required:
                - sync_point
                properties:
                  sync_point:
                    $ref: '#/components/schemas/SyncPoint'
        '409':
          description: Conflict occurred, preventing the request from being processed (e.g., invalid sync point, misconfigured company). The error message will provide more details.
          content:
            application/json:
              schema:
                type: object
                required:
                - error
                properties:
                  error:
                    type: string
        '422':
          description: The request payload is invalid.
          content:
            application/json:
              schema:
                type: object
                required:
                - errors
                properties:
                  errors:
                    type: object
                example:
                  errors:
                    sync_point:
                    - must be filled
        '429':
          description: Too many requests at the same time. You must perform only one request at a time per company.
          content:
            application/json:
              schema:
                type: object
                required:
                - error
                properties:
                  error:
                    type: string
components:
  schemas:
    SyncStartAt:
      type: string
      format: date
      description: The date at which the company is configured to start on Silverfin.
    ActionPayload:
      type: object
      description: Represents an action that can either be an "upsert" or "delete."
      oneOf:
      - type: object
        required:
        - upsert
        properties:
          upsert:
            $ref: '#/components/schemas/UpsertActionPayload'
      - type: object
        required:
        - delete
        properties:
          delete:
            $ref: '#/components/schemas/DeleteActionPayload'
    DeleteActionPayload:
      type: object
      required:
      - id
      properties:
        id:
          $ref: '#/components/schemas/TransactionId'
      description: Payload for deleting an existing transaction by ID.
    RetainedEarningsAccountPayload:
      type: object
      allOf:
      - $ref: '#/components/schemas/AccountWithTypePayload'
      - type: object
        description: 'The retained earnings account is only required if retained earnings are being computed

          for at least one of the specified years; otherwise, it is optional.

          '
    AccountWithTypePayload:
      type: object
      allOf:
      - $ref: '#/components/schemas/AccountWithoutTypePayload'
      - type: object
        required:
        - type
        properties:
          type:
            $ref: '#/components/schemas/AccountType'
        description: Extends 'AccountWithoutTypePayload' to include account type information.
    SyncReference:
      type: string
      example: company-123
      description: The sync reference used by the company. This is the uniq identifier in the third party sync supplied throught the `POST /sync_references` endpoint.
    TransactionId:
      type: string
      description: The unique ID referencing a single transaction (or booking).
      example: '17653417362'
    ExtraFieldLabelsPayload:
      type: array
      minItems: 0
      maxItems: 10
      items:
        type: string
      example:
      - label1
      - label2
      description: Array of labels for extra fields, with a maximum of 10 items.
    UpsertActionPayload:
      type: object
      description: Payload for an "upsert" action, meaning update the record if it exists, or insert it if it does not.
      required:
      - id
      - account_number
      - period_end_date
      - value
      properties:
        id:
          $ref: '#/components/schemas/TransactionId'
        account_number:
          type: string
          description: The account number from the request's "accounts" section.
          example: '1234567890'
        period_end_date:
          type: string
          format: date
          description: The end date for the period of the transaction.
        value:
          type: number
          example: 123.45
          description: The value of the transaction.
        transaction_id:
          type: string
          description: The unique ID referencing multiple transactions (or bookings) as a group.
        journal_id:
          type: string
          description: A unique identifier from the source system for the journal used to record this transaction. Transactions sharing the same journal_id will be grouped and accessible via a link in the Silverfin UI.
          example: J-2026-001
        journal_type:
          type: string
          description: The type of journal from the source system (e.g. "Sales", "Purchases", "Bank", "General").
          example: Sales
        booking_date:
          type: string
          format: date
          description: The date when the transaction was booked.
        description:
          type: string
          description: A detailed description of the transaction.
        relation:
          type: string
          description: The relation of the transaction, required if 'open_transaction' is provided.
        document_id:
          type: string
          description: The ID of the associated document.
        analytical_dimensions:
          type: array
          minItems: 0
          maxItems: 6
          items:
            type:
            - string
            - 'null'
          example:
          - one
          - two
          - three
          description: Array of analytical dimension labels, with a maximum of 6 items.
        extra_fields:
          type: array
          description: Additional fields related to the transaction. Must have the same size as 'extra_field_labels' if provided.
          minItems: 0
          maxItems: 10
          items:
            type:
            - string
            - 'null'
          example:
          - field1
          - field2
        open_transaction:
          $ref: '#/components/schemas/OpenTransactionPayload'
    OpenTransactionPayload:
      type:
      - object
      - 'null'
      required:
      - value
      - category
      properties:
        value:
          type: number
          example: 42.12
          description: The monetary value of the transaction.
        category:
          type: string
          enum:
          - payable
          - receivable
          description: The category of the transaction, either 'payable' or 'receivable.'
    AccountType:
      type: string
      enum:
      - asset
      - liability
      - income
      - expense
      - equity
      description: The classification of an account type.
    SyncPoint:
      type: string
      example: f9a7c6df341325822e3ea264cfe39e5ef8c73aa4
      description: A unique string representing a sync point used to track sync states.
    AccountWithoutTypePayload:
      type: object
      required:
      - number
      - name
      properties:
        number:
          type: string
          description: The account number.
          example: '1234567890'
        name:
          type: string
          description: The account name.
          example: John Doe
        name_nl:
          type: string
          description: Account name (for NL localisation)
        name_fr:
          type: string
          description: Account name (for FR localisation)
        name_en:
          type: string
          description: Account name (for EN localisation)
        name_de:
          type: string
          description: Account name (for DE localisation)
        name_da:
          type: string
          description: Account name (for DA localisation)
        name_es:
          type: string
          description: Account name (for ES localisation)
        name_fi:
          type: string
          description: Account name (for FI localisation)
        name_it:
          type: string
          description: Account name (for IT localisation)
        name_nb:
          type: string
          description: Account name (for NB localisation)
        name_pl:
          type: string
          description: Account name (for PL localisation)
        name_se:
          type: string
          description: Account name (for SE localisation)
        name_cs:
          type: string
          description: Account name (for CS localisation)
        name_ar:
          type: string
          description: Account name (for AR localisation)
        name_az:
          type: string
          description: Account name (for AZ localisation)
        name_bs:
          type: string
          description: Account name (for BS localisation)
        name_bg:
          type: string
          description: Account name (for BG localisation)
        name_el:
          type: string
          description: Account name (for EL localisation)
        name_et:
          type: string
          description: Account name (for ET localisation)
        name_hr:
          type: string
          description: Account name (for HR localisation)
        name_hu:
          type: string
          description: Account name (for HU localisation)
        name_id:
          type: string
          description: Account name (for ID localisation)
        name_is:
          type: string
          description: Account name (for IS localisation)
        name_ja:
          type: string
          description: Account name (for JA localisation)
        name_ka:
          type: string
          description: Account name (for KA localisation)
        name_kk:
          type: string
          description: Account name (for KK localisation)
        name_km:
          type: string
          description: Account name (for KM localisation)
        name_ko:
          type: string
          description: Account name (for KO localisation)
        name_lt:
          type: string
          description: Account name (for LT localisation)
        name_lv:
          type: string
          description: Account name (for LV localisation)
        name_pt:
          type: string
          description: Account name (for PT localisation)
        name_ro:
          type: string
          description: Account name (for RO localisation)
        name_ru:
          type: string
          description: Account name (for RU localisation)
        name_sk:
          type: string
          description: Account name (for SK localisation)
        name_sl:
          type: string
          description: Account name (for SL localisation)
        name_sr:
          type: string
          description: Account name (for SR localisation)
        name_th:
          type: string
          description: Account name (for TH localisation)
        name_tr:
          type: string
          description: Account name (for TR localisation)
        name_uk:
          type: string
          description: Account name (for UK localisation)
        name_vi:
          type: string
          description: Account name (for VI localisation)
        name_zh:
          type: string
          description: Account name (for ZH localisation)
        name_ca:
          type: string
          description: Account name (for CA localisation)
        mapped_number:
          type: string
          description: The mapped account number for reference.
  parameters:
    FirmId:
      name: firm_id
      in: path
      required: true
      schema:
        type: number
      description: The unique identifier of the firm.
    CompanyId:
      name: company_id
      in: path
      required: true
      schema:
        type: number
      description: The unique identifier of the company.
  securitySchemes:
    OAuth2:
      type: oauth2
      flows:
        authorizationCode:
          authorizationUrl: https://live.getsilverfin.com/oauth/authorize
          tokenUrl: https://live.getsilverfin.com/oauth/token
          scopes:
            financials:transactions:sync: ''
x-provenance:
  method: searched
  source: https://developer.silverfin.com/reference
  harvested: '2026-10-14'
  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://developer.silverfin.com/reference/authorizeuser-1.md
  - https://developer.silverfin.com/reference/createsyncwebhook-1.md
  - https://developer.silverfin.com/reference/deletesyncwebhook-1.md
  - https://developer.silverfin.com/reference/getsynccompanies.md
  - https://developer.silverfin.com/reference/getsynccompanyinfo.md
  - https://developer.silverfin.com/reference/getsyncsettings.md
  - https://developer.silverfin.com/reference/getsyncwebhookslist-1.md
  - https://developer.silverfin.com/reference/post_f-firm-id-oauth-token-1.md
  - https://developer.silverfin.com/reference/resetsyncbookkeepingdata.md
  - https://developer.silverfin.com/reference/setsynccompanysettings.md
  - https://developer.silverfin.com/reference/setsyncreferences.md
  - https://developer.silverfin.com/reference/submitsynctransactions.md
  merge:
    pages: 12
    deduped: 27
    conflicts_kept_first: 0