Accounting & Finance Operations in North America

77 accounting & finance operations providers across North America, publishing 424 APIs.

77 providers 424 published APIs 424 indexed documents

Accounting & Finance Operations across North America — 77 providers on the APIs.io network sit in both cohorts, and between them they publish 424 indexed APIs.

30 of the 77 publish at least one machine-readable API; 47 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: 27 minimal, 26 emerging, 12 developing, 6 thin, 5 strong, and 1 exemplar.

Leading by rating: UserGems, Float Financial, FieldPulse, LeadIQ, Jobber, Paperless Parts, and 71 more.

Region membership is derived from three explicit signals — a provider tag, a provider-name pattern, or a stated headquarters in the provider’s own description. This is a map of stated headquarters, not of markets served.

Providers (77)

Provider Description APIs Rating
UserGems UserGems is a San Francisco-based sales intelligence platform that tracks champion job changes and surfaces buying signals so sales and marketing teams can prioritize outbound a... 4 exemplar
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
FieldPulse FieldPulse is an all-in-one field service management (FSM) platform, founded in 2015 and headquartered in Dallas, Texas, serving residential and commercial service contractors a... 26 strong
LeadIQ LeadIQ is a B2B sales intelligence and contact data platform headquartered in Santa Clara, California (with engineering in Singapore and Brisbane) that helps outbound sales team... 5 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
Paperless Parts Paperless Parts, Inc. is a Boston-based manufacturing software company founded in 2017 that builds a secure, ITAR-compliant cloud quoting and sales platform for custom part manu... 12 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
OptionsAhoy AlphaLatitude Inc. is a Sunnyvale, California C-corporation (founded March 2026) that builds OptionsAhoy, an equity-compensation optimization product for individual investors: m... 11 developing
Origami Risk Origami Risk is a Chicago-headquartered risk, safety and insurance SaaS company founded in 2009 that began as a single-version cloud RMIS (risk management information system) an... 11 developing
Fund That Flip Fund That Flip is a Cleveland- and New York-based real estate fintech founded in 2014 that lends to residential redevelopers and offers passive income opportunities to accredite... 15 developing
American Express Global Business Travel American Express Global Business Travel (Amex GBT, NYSE GBTG, headquartered in New York) is the largest business-to-business travel platform in the world, operating in more than... 26 developing
Fulcrumpro Fulcrum is a cloud manufacturing ERP/MES platform for precision manufacturers — CNC machining shops, sheet metal fabricators, and job shops — connecting shop-floor operations to... 109 developing
Housecall Pro Housecall Pro is an all-in-one home services business management platform headquartered in Denver, Colorado (with offices in San Diego), founded in 2013 by Ian Heidt, Roland Lig... 11 developing
Accord Accord is a San Francisco-based revenue excellence platform for B2B sales, onboarding and customer success teams, founded in 2020 by Ross Rich and Ryan Rich. It turns a company'... 2 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
Openprise Openprise is an AI and data orchestration platform built for enterprise go-to-market teams — RevOps, marketing operations and sales operations. It cleans, unifies and activates ... 1 developing
Botkeeper Botkeeper is an AI-powered accounting automation platform built specifically for accounting firms. Founded in 2015 and headquartered in Boston, the company's Botkeeper Infinite ... 1 thin
o9 Solutions o9 Solutions is an enterprise AI platform for integrated planning and decision-making, founded in 2009 by Sanjiv Sidhu (previously founder of i2 Technologies) and Chakri Gottemu... 2 thin
Order.co Order.co (founded 2016 in New York as Negotiatus, rebranded to Order.co in 2021) is a procurement and finance-automation platform for mid-market and enterprise buyers: guided pu... 5 thin
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
Onapsis Onapsis is a cybersecurity and compliance company for business-critical applications — SAP, Oracle and Salesforce — headquartered in Boston with offices in Buenos Aires and Heid... 1 thin
Wealthfront Wealthfront is an automated investment service offering REST APIs and integrations for portfolio management, financial planning, tax optimization, direct indexing, and cash acco... 5 thin
Kikoff Kikoff is a San Francisco-based consumer fintech, founded in 2019, that helps people build and repair credit. Its products include a Credit Account that furnishes tradelines to ... 1 emerging
Bluevine Bluevine is a small business banking and lending platform offering business checking accounts, lines of credit, bill pay, invoicing, and cash flow management tools for United St... 0 emerging
Hubifi HubiFi is a revenue recognition and order-to-cash automation platform for high-volume SaaS and subscription businesses. It automates ASC 606 / IFRS 15 compliant revenue recognit... 0 emerging
Facet Wealth Facet (also known as Facet Wealth) is a national SEC-registered investment advisor and financial planning firm founded in 2016 and headquartered in Baltimore, Maryland. Facet de... 0 emerging
FinThrive FinThrive is a healthcare revenue cycle management (RCM) technology company serving hospitals, health systems, ambulatory and physician practices, payers, life sciences organiza... 1 emerging
Federal Accounting Standards Advisory Board The Federal Accounting Standards Advisory Board (FASAB) is the U.S. federal advisory body designated to set generally accepted accounting principles for the federal government a... 1 emerging
Thrivent Financial Thrivent Financial is a not-for-profit, membership-owned Fortune 500 financial services organization headquartered in Minneapolis, Minnesota, that helps Christians be wise with ... 5 emerging
Ambrook Ambrook is financial management software for farms, ranches, and the trades — construction, trucking, manufacturing, and the interconnected businesses that produce, build, and m... 0 emerging
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
Classera Classera is an AI-powered education technology company that goes beyond a traditional Learning Management System (LMS) to deliver a complete education ecosystem spanning LMS, sc... 0 emerging
Trope Trope is an AI-native platform that helps ERP implementation partners deliver successful implementations faster, deploying AI agents across discovery, requirements, fit-gap anal... 0 emerging
EarnUp EarnUp is a San Francisco-based financial-wellness fintech that automates consumer debt paydown and savings. Using patented technology and predictive analytics, its platform let... 0 emerging
Back Office Back Office, Inc. operates Finally (finally.com), a Miami-based fintech that provides a unified, AI-powered bookkeeping, accounting, and finance suite for growing small and medi... 0 emerging
EIS Group EIS Group (EIS Ltd) is a United States core-systems vendor for insurance, founded in 2008 out of Exigen Insurance Solutions and headquartered in San Francisco, California. EIS s... 0 emerging
Fifteenth Fifteenth is a San Francisco-based fintech company operating an AI-powered personal tax platform for ambitious earners — founders, investors, executives, and technology professi... 0 emerging
BossTax BossTax is a mobile bookkeeping and tax-filing app for 1099 workers, freelancers, and independent contractors. Founded in 2022 and based in Stamford, Connecticut, BossTax lets s... 0 emerging
Dave Dave is a U.S. consumer financial-technology company (Nasdaq: DAVE), founded in 2016 and headquartered in Los Angeles, that operates a mobile banking app serving roughly 14 mill... 0 emerging
Heard Heard (Heard Technologies, Inc.) is the financial management platform built specifically for therapists and wellness practitioners in private practice. Founded in 2019 and based... 0 emerging
Paro Paro is an AI-powered professional services marketplace that connects businesses and accounting firms with vetted, on-demand finance and accounting experts. Founded in 2015 and ... 0 emerging
Quanta Quanta is a San Francisco-based accounting services company built for SaaS businesses, pairing expert human accountants with proprietary software that "shows its work." The plat... 0 emerging
SAP America SAP America, Inc. is the US subsidiary of SAP SE, headquartered in Newtown Square, Pennsylvania, and serving as the Americas headquarters for the parent company's enterprise sof... 1 emerging
Savvy Savvy (Savvy Advisors, Inc.) is a technology-driven, SEC-registered investment advisory firm founded in 2021 and headquartered in New York, NY. It combines licensed fiduciary fi... 0 emerging
Brightmoney Bright Money (Bright) is a San Francisco-based financial technology company that describes itself as the world's first AI Loan Assistant. Its consumer mobile app helps people pa... 0 emerging
Current Current (Finco Services, Inc.) is a New York City-based U.S. financial technology company operating a mobile-first consumer banking platform serving over six million members. Th... 1 emerging
MidFirst Bank MidFirst Bank is a federally chartered savings association (thrift) headquartered in Oklahoma City, Oklahoma, and owned by Midland Financial Co. Founded in 1982 with roots in Mi... 0 emerging
Ventura Ventura builds the AI workforce for distributors and manufacturers, starting with quoting and order entry. It reads inbound requests in any format - emails, PDFs, images, and ph... 0 emerging
Mosaic Tech Mosaic Tech (Mosaic) was a San Francisco-based Strategic Finance Platform, founded in 2019, that connected ERP, CRM, HRIS, billing and data-warehouse systems into a single finan... 0 minimal
OneShield OneShield Software provides core insurance platform solutions for property and casualty (P&C) insurers, managing general agents (MGAs), program administrators, and insurance sta... 0 minimal
Datacor Datacor is an enterprise software company founded in 1981 and headquartered in Florham Park, New Jersey, that builds industry-specific business management and engineering softwa... 0 minimal
Caribou Caribou is a Denver-based fintech that helps drivers lower their monthly car payments by refinancing existing auto loans through a network of banks, credit unions, and community... 0 minimal
CoPlane CoPlane is a San Francisco-based enterprise software company building an AI-native intelligent operations layer for the back office of essential enterprises. The platform combin... 0 minimal
NerdWallet NerdWallet is a personal finance company that helps consumers make smarter money decisions across credit cards, banking, investing, loans, mortgages, insurance, and taxes. Throu... 0 minimal
MaxRewards MaxRewards is a consumer credit-card rewards app for iOS and Android that helps people manage their credit cards and maximize the rewards they earn on everyday spending. It link... 0 minimal
Focal Point Procurement Solutions Focal Point is an AI-powered procurement orchestration platform for enterprise procurement teams. Founded in 2020 and headquartered in Atlanta, Georgia, the SaaS platform sits o... 0 minimal
Fold Fold (NASDAQ: FLD) is a bitcoin financial services company founded in 2014 and based in Atlanta, Georgia, billed as the first publicly traded bitcoin financial services company.... 0 minimal
Buildertrend Buildertrend is an Omaha, Nebraska-based cloud construction-management platform serving residential home builders, remodelers, and specialty trade contractors. The product conso... 0 minimal
Cardinal Cardinal is an AI platform for precision outbound sales — it markets itself as "revenue agents for high-growth companies" — built for go-to-market teams that want outbound to ru... 0 minimal
Numos Numos is an AI agent platform that automates accounting and financial planning & analysis (FP&A) workflows for finance teams. It layers above existing ERPs with "zero disruption... 0 minimal
Stessa Stessa is a financial reporting, accounting, and management platform for rental property owners and small-to-mid-size landlords, headquartered in San Francisco and operated as a... 0 minimal
Kos Kos (Kosai, Inc.) builds what it calls the world's first virtual finance employee: an AI agent given its own workstation, org identity, software licenses, RBAC and audit logs, w... 0 minimal
Knowify Knowify is a New York-based construction management SaaS for trade contractors (electrical, plumbing, HVAC, painting, remodeling, concrete, excavation), covering the full job li... 0 minimal
Kaizntree Kaizntree is a New York-based operations platform for growth-stage consumer packaged goods (CPG) brands, giving multi-channel manufacturers and sellers a single system to run pu... 0 minimal
Defense Finance and Accounting Service The Defense Finance and Accounting Service (DFAS) is the agency within the Department of Defense responsible for paying members of the U.S. military, DoD civilian employees, con... 0 minimal
Walter Walter is a San Francisco-based Y Combinator (Spring 2026) startup building an AI employee for the manufacturing back office. Founded in 2026 by Nikolas Keller (CEO) and Lukas P... 0 minimal
Bento Bento (Bento Technologies, Inc., dba Bento for Business) was a Chicago- and San Francisco-based small-business fintech that provided card-based payment and expense management fo... 0 minimal
Carr, Riggs & Ingram (CRI) Carr, Riggs & Ingram (CRI) is a top-25 nationally ranked accounting and advisory firm headquartered in Alabama, operating 70+ locations across 13 states plus Mexico. The firm de... 0 minimal
Apla Apla, Inc. (aplahub.com) was an AI-based accounting and bookkeeping platform based in Santa Clara, California, founded in 2023. Aplá targeted early-stage startups and accountant... 0 minimal
Ciridae Ciridae is building an AI-native operating system for services businesses — the industrial, construction, and field-service companies that make up the real economy. Its platform... 0 minimal
TrustAI TrustAI (trytrust.ai) is a San Francisco-based Y Combinator Summer 2026 company founded in 2026 by Hannah Chung and Medha Venkatapathy that provides continuous compliance, gover... 0 minimal
Janney Montgomery Scott Janney Montgomery Scott LLC is a full-service wealth management, financial services, and investment banking firm headquartered in Philadelphia, Pennsylvania, and continuously op... 0 minimal
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
Rocket Companies Rocket Companies is a Detroit-based financial services firm that provides digital solutions for homeownership and personal finance. Its portfolio includes Rocket Mortgage for ho... 0 minimal
Soff Soff is an AI-powered quoting platform for U.S. distributors that turns inbound RFQs into won deals. It automatically captures requests for quotes from email, generates instant ... 0 minimal

Indexed API documents (424)

Two numbers, both real: these providers publish 424 APIs as their own documents, which the catalog indexes split one-per-resource into 424 documents. Showing the first 200.

UserGems Accounts API

Add and remove accounts UserGems should source prospects against.

UserGems Contacts API

Add and remove contacts UserGems should track for job changes.

UserGems Privacy API

Honor data-subject deletion requests for tracked contacts.

UserGems MCP

Hosted remote MCP server that lets an agent in Claude, ChatGPT or any MCP-compatible client work against the customer's own UserGems work...

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.

FieldPulse Docs MCP Server

FieldPulse serves an anonymous, publicly reachable Model Context Protocol server from its documentation host at https://help.fieldpulse.c...

FieldPulse Assets API

Endpoints related to assets

FieldPulse Assets Category API

Endpoints related to assets category

FieldPulse Comments API

Endpoints related to comments

FieldPulse Company Profile API

Endpoints related to contracts

FieldPulse Contracts API

Endpoints related to contracts

FieldPulse Custom Fields API

Endpoints related to custom fields

FieldPulse Customers API

Endpoints related to customers

FieldPulse Estimates API

Endpoints related to estimates

FieldPulse Invoices API

The Invoices API from FieldPulse — 4 operation(s) for invoices.

FieldPulse Items API

The Items API from FieldPulse — 2 operation(s) for items.

FieldPulse Jobs API

The Jobs API from FieldPulse — 5 operation(s) for jobs.

FieldPulse Lead Source API

The Lead Source API from FieldPulse — 1 operation(s) for lead source.

FieldPulse Locations API

The Locations API from FieldPulse — 2 operation(s) for locations.

FieldPulse Material Lists API

The Material Lists API from FieldPulse — 6 operation(s) for material lists.

FieldPulse Payments API

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

FieldPulse Pipeline Status API

The Pipeline Status API from FieldPulse — 1 operation(s) for pipeline status.

FieldPulse Projects API

The Projects API from FieldPulse — 2 operation(s) for projects.

FieldPulse Purchase Orders API

The Purchase Orders API from FieldPulse — 2 operation(s) for purchase orders.

FieldPulse Subtasks API

The Subtasks API from FieldPulse — 2 operation(s) for subtasks.

FieldPulse Tags API

The Tags API from FieldPulse — 2 operation(s) for tags.

FieldPulse Teams API

The Teams API from FieldPulse — 1 operation(s) for teams.

FieldPulse Timesheets API

The Timesheets API from FieldPulse — 2 operation(s) for timesheets.

FieldPulse Users API

The Users API from FieldPulse — 1 operation(s) for users.

FieldPulse Vendors API

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

FieldPulse Version API

The Version API from FieldPulse — 1 operation(s) for version.

LeadIQ MCP Server

Remote Model Context Protocol server at https://mcp.leadiq.com/mcp exposing LeadIQ's verified B2B contact and company intelligence to AI ...

LeadIQ Account API

The account API from LeadIQ — 1 operation(s) for account.

LeadIQ Lists API

The lists API from LeadIQ — 5 operation(s) for lists.

LeadIQ Prospects API

The prospects API from LeadIQ — 5 operation(s) for prospects.

LeadIQ Graph QL API

Single GraphQL endpoint exposing all LeadIQ queries and mutations.

Jobber Graph QL API

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

Paperless Parts Contacts API

Paperless Parts includes Customer Relationship Management (CRM) functionality to make it easy to send quotes to new and existing customer...

Paperless Parts Custom Tables API

Endpoints for managing custom tables used by Operations to compute pricing.

Paperless Parts Customers API

Paperless Parts includes Customer Relationship Management (CRM) functionality to make it easy to send quotes to new and existing customer...

Paperless Parts Events API

Endpoints for viewing communications between Paperless Parts and ERP integrations

Paperless Parts Integration Actions API

Endpoints for interacting with ERP integrations

Paperless Parts Jobs API

Endpoints for managing Jobs

Paperless Parts Orders API

Endpoints for identifying newly placed orders and pulling all information related to a particular order. Also, a new order can be created...

Paperless Parts API

Endpoints for managing Parts

Paperless Parts Processes API

Endpoints for managing Processes, Operation Definitions, and Add on Definitions

Paperless Parts Purchased Components API

Endpoints for managing purchased components and purchased components columns.

Paperless Parts Quote Items API

Endpoints for creating and managing line items on a quote.

Paperless Parts Quotes API

Endpoints for identifying newly sent quotes, pulling all information related to a particular quote, and updating a quote's status.

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.

OptionsAhoy MCP Server

Remote Model Context Protocol server at https://optionsahoy.com/mcp (Streamable HTTP, protocol version 2024-11-05, serverInfo OptionsAhoy...

OptionsAhoy Equity Planner (A2A Agent)

Agent2Agent (A2A) protocol surface: an agent card served from https://optionsahoy.com/.well-known/agent-card.json (protocolVersion 0.3.0,...

OptionsAhoy Concentration API

Single-stock concentration risk

OptionsAhoy Discovery API

API inventory

OptionsAhoy Equity Funding API

Goal-funded equity-to-cash liquidation planning

OptionsAhoy Hedging API

Protective put, collar, and put spread pricing

OptionsAhoy ISO API

Incentive stock options

OptionsAhoy NSO API

Non-qualified stock options

OptionsAhoy QSBS API

Section 1202 qualification

OptionsAhoy RSU API

Restricted stock units

OptionsAhoy Rsu Lot Optimize API

The RsuLotOptimize API from OptionsAhoy — 1 operation(s) for rsulotoptimize.

Origami Risk Quotes and Proposals API

Quote-side policy lifecycle — create and patch proposals, add and remove policy lines, coverages, schedules and linked schedules, list in...

Origami Risk Policies API

Issue-side policy administration — accept, reject, undo-accept, undo-reject and undo-binding a bound proposal to issue a policy, then end...

Other industries in North America

Artificial Intelligence 603 Healthcare 381 Biotechnology & Drug Discovery 314 Government & Public Sector 314 Digital Health & Telehealth 306 Life Sciences 268 Financial Services 264 Data & Analytics 197 Cybersecurity & Identity 189 Climate & Sustainability 185 Marketing & Advertising 181 Pharmaceutical 179 All of North America →

Accounting & Finance Operations elsewhere

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 Greater China 8 All of Accounting & Finance Operations →

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

Work with this as data

Every region here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for regions

6 MCP tools reach this
  • find_regionsBrowse and filter every region in the catalog.
  • get_region_leadersPRO — top-rated providers in this region.
  • cohort_statsPRO — the distribution across the region.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools →

Call it yourself

curl for this page
This region
curl "https://apis.io/api/v1/regions/north-america-accounting-finance-ops"
All regions
curl "https://apis.io/api/v1/regions?limit=25"
As a scored cohort
curl "https://apis.io/api/v1/cohorts/region/north-america-accounting-finance-ops"
The distribution (Pro)
curl "https://apis.io/api/v1/cohorts/region/north-america-accounting-finance-ops/stats" \
  -H "X-API-Key: $APIS_IO_KEY"

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