🇨🇦Accounting & Finance Operations in Canada

9 accounting & finance operations providers in Canada, publishing 167 APIs.

9 providers 167 published APIs 167 indexed documents

Accounting & Finance Operations in Canada — 9 providers on the APIs.io network sit in both cohorts, and between them they publish 167 indexed APIs.

7 of the 9 publish at least one machine-readable API; 2 publish nothing indexed at all. That split is the first thing worth reading here — a vertical can be well represented in a market and still have almost no programmable surface.

By Kin Score band: 4 developing, 2 strong, 1 thin, 1 emerging, and 1 minimal.

Leading by rating: Float Financial, Jobber, Versapay, Clio, Helcim, Paystone, and 3 more.

Country membership reads a tag, a stated headquarters or a stated nationality. A provider lands in Canada when one of its own top-level tags names the country, when its own description states a headquarters that names the country or one of its cities, or when it describes itself by nationality (“a French company”; roadmap#542, #719). Region words (“Latin American”), language uses (“French-speaking”) and a city named outside a headquarters statement are not counted, so this cell is a floor, not a census.

Providers (9)

Provider Description APIs Rating
Float Financial Float Financial Solutions Inc. is a Toronto-based Canadian business finance platform combining corporate charge cards, high-yield business accounts, expense management, accounts... 23 strong
Jobber Jobber is field service management software for home and commercial service businesses, serving 100,000+ businesses across more than 50 trade verticals (cleaning, HVAC, plumbing... 1 strong
Versapay Versapay is a Toronto, Canada based B2B payments company focused on accounts receivable (AR) automation and integrated payment acceptance for suppliers and their buyers. Its "Co... 22 developing
Clio Clio is a cloud-based legal practice management platform used by law firms for matter management, contacts, calendaring, time and billing, trust accounting, document management,... 85 developing
Helcim Helcim is a Calgary, Canada based payment processor and merchant services provider serving small and medium-sized businesses across Canada and the United States with interchange... 9 developing
Paystone Paystone is a Canadian payment processing and customer-engagement company headquartered in London, Ontario, positioning itself as one of the country's largest bank-independent p... 14 developing
FreshBooks FreshBooks is a cloud-based accounting and small business management platform offering invoicing, expense tracking, time tracking, project management, payments, estimates, and f... 13 thin
Plooto Plooto is a Toronto-based payments automation company (founded 2015 by Hamed Abbasi and Serguei Kloubkov) that helps small and medium businesses and accounting firms automate do... 0 emerging
WayPay WayPay was a cloud-based B2B payments and accounts-payable-automation fintech headquartered in Burlington, Ontario, Canada. Its platform let businesses pay any supplier by any m... 0 minimal

Indexed API documents (167)

Two numbers, both real: these providers publish 167 APIs as their own documents, which the catalog indexes split one-per-resource into 167 documents.

Float Financial Account Transactions API

The Account Transactions API from Float Financial — 2 operation(s) for account transactions.

Float Financial Accounting Connections API

The Accounting Connections API from Float Financial — 2 operation(s) for accounting connections.

Float Financial Accounts API

The Accounts API from Float Financial — 2 operation(s) for accounts.

Float Financial Approval Policies API

The Approval Policies API from Float Financial — 2 operation(s) for approval policies.

Float Financial Bill Attachments API

The Bill Attachments API from Float Financial — 2 operation(s) for bill attachments.

Float Financial Bills API

The Bills API from Float Financial — 3 operation(s) for bills.

Float Financial Card Limits API

The Card Limits API from Float Financial — 2 operation(s) for card limits.

Float Financial Card Transactions API

The Card Transactions API from Float Financial — 2 operation(s) for card transactions.

Float Financial Cards API

The Cards API from Float Financial — 2 operation(s) for cards.

Float Financial Custom Fields API

The Custom Fields API from Float Financial — 4 operation(s) for custom fields.

Float Financial GL Codes API

The GL Codes API from Float Financial — 2 operation(s) for gl codes.

Float Financial Meta API

The Meta API from Float Financial — 1 operation(s) for meta.

Float Financial Payments API

The Payments API from Float Financial — 2 operation(s) for payments.

Float Financial Receipts API

The Receipts API from Float Financial — 2 operation(s) for receipts.

Float Financial Reimbursements API

The Reimbursements API from Float Financial — 3 operation(s) for reimbursements.

Float Financial Submission Policies API

The Submission Policies API from Float Financial — 2 operation(s) for submission policies.

Float Financial Subsidiaries API

The Subsidiaries API from Float Financial — 2 operation(s) for subsidiaries.

Float Financial Tax Codes API

The Tax Codes API from Float Financial — 2 operation(s) for tax codes.

Float Financial Tax Components API

The Tax Components API from Float Financial — 1 operation(s) for tax components.

Float Financial Teams API

The Teams API from Float Financial — 2 operation(s) for teams.

Float Financial Users API

The Users API from Float Financial — 2 operation(s) for users.

Float Financial Vendors API

The Vendors API from Float Financial — 2 operation(s) for vendors.

Float Financial Webhooks API

The Webhooks API from Float Financial — 1 operation(s) for webhooks.

Jobber Graph QL API

The Graph QL API from Jobber — 1 operation(s) for graph ql.

Versapay Agreements API

The Agreements API from Versapay — 7 operation(s) for agreements.

Versapay Authentication API

Visit your account settings in `UAT` (https://uat.versapay.com/account) or `Production` (https://secure.versapay.com/account) to setup AP...

Versapay Autopay API

Autopays are a digital analog to paper pre-authorized debit agreements that businesses could use, for instance, for monthly billing.

Versapay Card Present EMV API

Card Present EMV payment transactions require a Versapay certified point-of-sale terminal. Contact support@versapay.com for support & set...

Versapay Collaboration API

As a supplier your customers collaborate with you through comments about invoices and/or payments.

Versapay Customers API

As a supplier your customers are the entities that are invoiced. ## Webhooks When using Webhooks, your application will be notified when ...

Versapay Developers API

Operations available to developers

Versapay Divisions API

As a supplier divisions are used to group your invoices.

Versapay File Imports API

As a supplier you can upload customer, invoice, and payment data in CSV file formats.

Versapay Fund Sources API

The Fund Sources API from Versapay — 2 operation(s) for fund sources.

Versapay Gift Cards API

Provisioned gift cards can be activated/enabled (or deactivated/disabled) as well as have their balances loaded/re-loaded with an amount....

Versapay Internal API

Operations intended only to the iframe front end

Versapay Invoices API

As a supplier invoices are your receivables. ## Webhooks When using Webhooks, your application will be notified when key events are trigg...

Versapay Invoicing Payments API

As a supplier a payments are made by customers for invoices issued to them. ## Webhooks When using Webhooks, your application will be not...

Versapay Notifications API

As a supplier you can notify customers about their invoices.

Versapay Onboarding API

Onboarding supports the automated process of applying for merchant services. Contact support@versapay.com for support & setup of supplier...

Versapay Order Transactions API

Order-based card/ACH and card present EMV payment transactions include verify, authorize, capture, sale, void, return refund, and return ...

Versapay Orders API

The Order entity represents the sales document in the ERP system. The fields in the ERP system should be aligned as closely as possible w...

Versapay Reference Data API

For convenience purposes only, Versapay can supply third party reference data to its partners and users. This data can be used to impleme...

Versapay Settlement Reporting API

Settlement Reporting includes retrieval of monthly statements, daily deposit amounts (including fee information), transaction exceptions ...

Versapay Transactions API

The Transactions API from Versapay — 4 operation(s) for transactions.

Versapay Wallets API

The Wallet entity holds vaulted & secured payment methods owned by a customer (buyer/payor) that can be used to make payments via Collabo...

Clio Webhooks

Clio Webhooks deliver near real-time notifications when matters, contacts, activities, tasks, calendar entries, bills, and other Clio res...

Clio App Directory

The Clio App Directory is the integration marketplace for certified third-party apps that connect to Clio Manage. Apps listed in the dire...

Clio Activities API

Activities (Time Entries and Expense Entries) track work done at a firm. Activities are recorded in Clio and then posted on bills to clie...

Clio Activity Descriptions API

Activity Descriptions are custom Time Entry templates. Activity Descriptions help firms expedite their process for recording Time Entries...

Clio Activity Rates API

The Activity Rates API from Clio — 2 operation(s) for activity rates.

Clio Allocations API

Once a [Payment](https://help.clio.com/hc/articles/9285641955355-Record-Edit-and-Delete-Payments) or [Credit Note](https://help.clio.com/...

Clio Bank Accounts API

These accounts are meant to mirror the firm’s accounts at their financial institution. Users can add a bank account to Clio to use with [...

Clio Bank Transactions API

The Bank Transactions API from Clio — 2 operation(s) for bank transactions.

Clio Bank Transfers API

The Bank Transfers API from Clio — 1 operation(s) for bank transfers.

Clio Bill Themes API

The Bill Themes API from Clio — 2 operation(s) for bill themes.

Clio Billable Clients API

Users can view all Billable Clients, or clients with outstanding [Bills](https://help.clio.com/hc/en-us/articles/9285169278747-Generate-B...

Clio Billable Matters API

Users can see all [Matters with outstanding bills](https://help.clio.com/hc/en-us/articles/9286116462747#filter-matters-clio-manage-0-0) ...

Clio Billing Settings API

The Billing Settings API from Clio — 1 operation(s) for billing settings.

Clio Bills API

Bills are statements of what a user’s client owes for their services over a particular billing period, including legal fees, expenses, an...

Clio Calendar Entries API

Calendar Entries are used to track appointments or deadlines. Users can view Calendar Entries on any Calendar that they have “Viewer” or ...

Clio Calendar Entry Event Types API

The Calendar Entry Event Types API from Clio — 2 operation(s) for calendar entry event types.

Clio Calendar Visibilities API

The Calendar Visibilities API from Clio — 2 operation(s) for calendar visibilities.

Clio Calendars API

Calendars contain Calendar Entries. All Clio accounts contain one firm Calendar ("AccountCalendar"), personal Calendars for each user ("U...

Clio Civil Certificated Rates API

This endpoint provides the Legal Aid civil certificated rates, which are the prescribed reimbursement rates for legal services provided u...

Clio Civil Controlled Rates API

This endpoint provides the Legal Aid civil controlled rates, which are the prescribed reimbursement rates for legal services provided und...

Clio Clients API

The Clients API from Clio — 1 operation(s) for clients.

Clio Payments Links API

The Clio Payments Links API from Clio — 2 operation(s) for clio payments links.

Clio Payments API

Payments allow users to record that funds (from checks, cash, credit cards, etc.) have been transferred from a client to the firm. In ord...

Clio Comments API

Comments are short text messages which can be associated with either Documents or Folders. If the Comment is created in association with ...

Clio Communications API

Users can view all logged phone calls and emails under the Communications tab in Clio. This is also where they can use [Clio internal mes...

Clio Contacts API

All clients, prospective clients, companies, and external co-counsels can be viewed as Contacts under the Contacts tab in Clio Manage. [S...

Clio Conversation Messages API

The Conversation Messages API from Clio — 2 operation(s) for conversation messages.

Clio Conversations API

The Conversations API from Clio — 2 operation(s) for conversations.

Clio Credit Memos API

Credit Memos allow users to write off amounts that clients owe on approved Bills. They can be added in two "ways": when viewing a Bill, o...

Clio Criminal Controlled Rates API

This endpoint provides the Legal Aid criminal controlled rates, which are the prescribed reimbursement rates for legal services provided ...

Clio Currencies API

The Currencies API from Clio — 1 operation(s) for currencies.

Clio Custom Actions API

In Clio, applications can create custom actions in our interface. Links are unique across an application, user, location in the UI (`ui_r...

Clio Custom Field Sets API

The Custom Field Sets API from Clio — 2 operation(s) for custom field sets.

Clio Custom Fields API

The Custom Fields API from Clio — 2 operation(s) for custom fields.

Clio Damages API

The Damages API from Clio — 2 operation(s) for damages.

Clio Document Archives API

The Document Archives API from Clio — 3 operation(s) for document archives.

Clio Document Automations API

Document Automation uses Document Templates to create standardized documents. Users select a Document Template (that they have created an...

Clio Document Categories API

Clio users can add Document Categories to their account to help organize their Documents. When a Document is uploaded or edited, a Docume...

Clio Document Templates API

Document Templates are files used to create standardized documents using Clio’s Document Automation feature. Document Templates contain m...

Clio Document Versions API

Versions contain information about the version history of a document. Versioning allows users to track changes made to a document over ti...

Clio Documents API

Clio Documents are files uploaded to Clio. Files uploaded to Clio’s document integrations (e.g. Google Drive and Office365) are inaccessi...

Clio Email Addresses API

Email Addresses are email addresses associated with a Contact. This endpoint returns all email addresses associated with a Contact.

Clio Event Metrics API

Event metrics keep track of firm users' unread web and mobile [In-app notifications](https://help.clio.com/hc/en-us/articles/929034693954...

Clio Expense Categories API

This endpoint provides the Legal Aid expense category rates, which are the prescribed reimbursement rates for legal services provided und...

Clio Folders API

Files stored in Clio’s Documents section are organized in folders. Folders are automatically generated for new Contacts and Matters. Fold...

Clio Grant Funding Sources API

The Grant Funding Sources API from Clio — 2 operation(s) for grant funding sources.

Clio Grants API

The Grants API from Clio — 2 operation(s) for grants.

Clio Groups API

In Clio, [permission levels](https://help.clio.com/hc/en-us/articles/9200279456667-Account-Users-and-Permissions#user-permissions-clio-ma...

Clio Interest Charges API

The Interest Charges API from Clio — 2 operation(s) for interest charges.

Clio Jurisdictions API

There are over 1000 jurisdictions available to choose from when using Court Rules. These jurisdictions contain state, federal, appellate,...

Clio Jurisdictions To Triggers API

Jurisdictions-to-Triggers calculates the effective dates of related court and agency rules that a lawyer must do for a Trigger. A Trigger...

Clio Line Items API

The Line Items API from Clio — 2 operation(s) for line items.

Clio Log Entries API

Log Entries populate the “Recents” dropdown in the header. The “Recent” section displays the ten Matters and Contacts that the user most ...

Clio Matter Contacts API

All clients, prospective clients, companies, and external co-counsels can be viewed as Contacts under the Contacts tab in Clio Manage. [S...

Clio Matter Dockets API

A Matter Docket connects a Matter with a Court Rule (and all of the Calendar Entries associated with the Court Rule). Matter Dockets are ...

Clio Matter Stages API

The Matter Stages API from Clio — 1 operation(s) for matter stages.

Clio Matters API

[Matters](https://help.clio.com/hc/en-us/articles/9285920226075-Clio-Manage-Matters-Overview) in Clio represent a firm’s cases. All relev...

Clio Medical Bills API

Medical Bills are a subset of Medical Records Details and can be used to keep track of documents, bill dates, and liens. Note that these ...

Clio Medical Records API

Medical Records are a subset of Medical Records Details and can be used to keep track of documents, start dates, and end dates. Note that...

Clio Medical Records Details API

Medical Records Details allow you to track requests for medical records and medical bills, track treatment dates, follow up on requests, ...

Clio My Events API

In-app notifications are used to notify firm users of important events or changes in Clio, initiated by other firm users. These events ar...

Clio Notes API

Notes can be added to Matters or Contacts in Clio to record meeting notes, research, or anything else a user might want. The field can ho...

Clio Outstanding Client Balances API

The Outstanding Client Balances API from Clio — 1 operation(s) for outstanding client balances.

Clio Phone Numbers API

Phone Numbers are phone numbers associated with a Contact. This endpoint returns all phone numbers associated with a Contact.

Clio Practice Areas API

The practice area field can be added to Matters and used for filtering purposes, or just for reference. Users can create their own practi...

Clio Related Contacts API

The Related Contacts API from Clio — 1 operation(s) for related contacts.

Clio Relationships API

Relationships are used on a Matter to track Contacts related to the Matter. Relationships are can be found on the Contacts sub tab of a M...

Clio Reminders API

Reminders can be added to Tasks or Calendar Entries. Reminder emails can be sent by a User to themselves, other Users, Clio For Co-Counse...

Clio Report Presets API

Report Presets can be created to streamline report generation workflow by saving report option parameters as a Preset. [Support Link](htt...

Clio Report Schedules API

Schedule report generation for an existing Report Preset using Report Schedules. A Report Schedule will generate reports from the specifi...

Clio Reports API

The Reports API from Clio — 3 operation(s) for reports.

Clio Service Types API

Service Types are used when creating new Court Rules involving the delivery of documents. In order to calculate the correct deadline to s...

Clio Task Template Lists API

With Task Template Lists, users can create groups of [Task Templates](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Tas...

Clio Task Templates API

Task Templates are the individual [Tasks](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Tasks) which comprise a [Task T...

Clio Task Types API

Task Types are used to better categorize and filter tasks. This is a simple text field which is limited to 50 characters. Task Types are ...

Clio Tasks API

Tasks are used to assign and track work. Users can set priorities, due dates, and add reminders. Tasks can be assigned to firm users as w...

Clio Tax Rate Configurations API

The Tax Rate Configurations API from Clio — 2 operation(s) for tax rate configurations.

Clio Text Snippets API

Clio's Text Snippets feature allows users to create a list of predefined abbreviations for commonly used phrases. For example, a user cou...

Clio Timers API

Timers are used to track time spent on billable work. They are used with hourly-billable [Time Entries](https://docs.developers.clio.com/...

Clio Trust Line Items API

The Trust Line Items API from Clio — 2 operation(s) for trust line items.

Clio Trust Requests API

The Trust Requests API from Clio — 1 operation(s) for trust requests.

Clio Users API

A User is anyone with the ability to log in to Clio. This does not include Clio for Co-Counsel/Clio Connect users. [Support Link](https:/...

Clio Utbms Codes API

[UTBMS codes](http://utbms.com/) standardize Time and Expense entries across the legal profession. Clio users can enter their Activities ...

Clio Utbms Sets API

[UTBMS codes](https://docs.developers.clio.com/clio-manage/api-reference/#tag/Utbms-Codes) are divided into code sets. Each set includes ...

Clio Webhooks API

Webhooks are a way of detecting events in Clio without the need for polling. A webhook can be subscribed to a number of `events` on a mod...

Helcim ACH Payment API

The ACH Payment API from Helcim — 8 operation(s) for ach payment.

Helcim Card Batch API

The Card Batch API from Helcim — 3 operation(s) for card batch.

Helcim Card Terminal API

The Card Terminal API from Helcim — 1 operation(s) for card terminal.

Helcim Card Transaction API

The Card Transaction API from Helcim — 2 operation(s) for card transaction.

Helcim Customer API

The Customer API from Helcim — 11 operation(s) for customer.

Helcim Device API

The Device API from Helcim — 5 operation(s) for device.

Helcim General API

The General API from Helcim — 1 operation(s) for general.

Helcim Invoice API

The Invoice API from Helcim — 2 operation(s) for invoice.

Helcim Payment API

The Payment API from Helcim — 7 operation(s) for payment.

Paystone Balance Portal API

The Balance Portal API from Paystone — 1 operation(s) for balance portal.

Paystone Client Management API

The Client Management API from Paystone — 3 operation(s) for client management.

Paystone Contact API

Resource 'Contact' operations.

Paystone Gift Account Type API

The Gift Account Type API from Paystone — 2 operation(s) for gift account type.

Paystone Item API

Resource 'Item' operations.

Paystone Loyalty Account Type API

The Loyalty Account Type API from Paystone — 2 operation(s) for loyalty account type.

Paystone Loyalty Transaction API

The Loyalty Transaction API from Paystone — 2 operation(s) for loyalty transaction.

Paystone Member Portal API

The Member Portal API from Paystone — 1 operation(s) for member portal.

Paystone Merchant Management API

The Merchant Management API from Paystone — 5 operation(s) for merchant management.

Paystone Prepaid Transaction API

The Prepaid Transaction API from Paystone — 2 operation(s) for prepaid transaction.

Paystone Promo Account Type API

The Promo Account Type API from Paystone — 2 operation(s) for promo account type.

Paystone Reward API

Resource 'Reward' operations.

Paystone User Management API

The User Management API from Paystone — 2 operation(s) for user management.

Paystone Webhook Management API

The Webhook Management API from Paystone — 2 operation(s) for webhook management.

FreshBooks REST API

REST API for FreshBooks providing CRUD access to clients, invoices, estimates, expenses, projects, time entries, tasks, payments, items, ...

FreshBooks Webhooks (Callbacks API)

Event delivery surface for the FreshBooks Callbacks API. Subscribers register an HTTPS endpoint, complete a verifier handshake, and then ...

FreshBooks Auth API

The Auth API from FreshBooks — 1 operation(s) for auth.

FreshBooks Clients API

The Clients API from FreshBooks — 2 operation(s) for clients.

FreshBooks Estimates API

The Estimates API from FreshBooks — 1 operation(s) for estimates.

FreshBooks Expenses API

The Expenses API from FreshBooks — 2 operation(s) for expenses.

FreshBooks Invoices API

The Invoices API from FreshBooks — 2 operation(s) for invoices.

FreshBooks Items API

The Items API from FreshBooks — 1 operation(s) for items.

FreshBooks Payments API

The Payments API from FreshBooks — 1 operation(s) for payments.

FreshBooks Projects API

The Projects API from FreshBooks — 1 operation(s) for projects.

FreshBooks Tasks API

The Tasks API from FreshBooks — 1 operation(s) for tasks.

FreshBooks Taxes API

The Taxes API from FreshBooks — 1 operation(s) for taxes.

FreshBooks Time Entries API

The Time Entries API from FreshBooks — 1 operation(s) for time entries.

Other industries in Canada

Financial Services 48 Banking & Open Banking 45 Payments & Money Movement 36 Artificial Intelligence 32 Cybersecurity & Identity 25 Energy 23 Healthcare 23 Digital Health & Telehealth 22 Data & Analytics 21 Insurance 20 Marketing & Advertising 20 Financial Technology 18 All of Canada →

Accounting & Finance Operations elsewhere

North America 77 Europe 76 DACH (Germany · Austria · Switzerland) 22 United Kingdom & Ireland 22 Latin America 21 Middle East 18 India & South Asia 16 Japan & Korea 12 Africa 11 Southeast Asia 11 France & Iberia 10 Nordics 10 All of Accounting & Finance Operations →

This page is the intersection of two independently computed cohorts: Canada and Accounting & Finance Operations. A provider appears here only when it is already a member of both. Canada membership is matched on tag, stated HQ, so this is a floor rather than a census — coverage gaps show up here as small numbers, not as absent pages.

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