API Reference

DollarBooks serves the public integration API from the same deployed app that users sign into. The current public contract is the LedgerHQ-ready accounting surface: organization scoping, accounts, entries, LedgerHQ bank activity, transaction reclass/reconciliation actions, report packet JSON, MCP, and webhooks.

OpenAPI

Machine-readable contract:

https://go.dollarbooks.app/api/openapi.json

The OpenAPI document intentionally covers the validated LedgerHQ integration surface first. Routes outside that contract are not public partner docs yet.

Base URL

https://go.dollarbooks.app/api/v1

Authentication

Server-to-server requests use a DollarBooks API key:

Authorization: Bearer dk_live_your_key
x-organization-id: org_id

Browser-session requests can call the same routes with the signed-in user's cookies. Include x-organization-id when the user has access to more than one organization.

Response Shape

Errors use:

{ "error": "Message" }

Money values in the documented integration contract are integer cents unless a field says otherwise. Example: 1250 means $12.50.

Supported REST Surface

Health

Method	Path	Purpose
`GET`	`/api/health`	Public deployment health check

Accounts

Method	Path	Purpose
`GET`	`/api/v1/accounts`	List accounts for classification and reporting
`POST`	`/api/v1/accounts`	Create an account
`GET`	`/api/v1/accounts/:id`	Get account and ledger detail
`PATCH`	`/api/v1/accounts/:id`	Update account metadata
`DELETE`	`/api/v1/accounts/:id`	Delete an unused account

Journal Entries

Method	Path	Purpose
`GET`	`/api/v1/entries`	List entries
`POST`	`/api/v1/entries`	Create a draft entry
`GET`	`/api/v1/entries/:id`	Get an entry with lines
`POST`	`/api/v1/entries/:id/post`	Post a draft entry
`POST`	`/api/v1/entries/:id/void`	Void a posted entry

LedgerHQ Bank Activity

Method	Path	Purpose
`GET`	`/api/v1/bank-accounts`	List bank accounts that can receive LedgerHQ rows
`POST`	`/api/v1/bank-accounts`	Create a bank account
`GET`	`/api/v1/bank-accounts/:id/transactions`	List bank transactions
`GET`	`/api/v1/integrations/ledgerhq/bank-feed`	List LedgerHQ-sourced transactions
`POST`	`/api/v1/integrations/ledgerhq/bank-feed`	Import normalized LedgerHQ rows

DollarBooks does not connect directly to bank providers. LedgerHQ supplies the bank activity, and DollarBooks stores it as bank transactions with sourceType: "ledgerhq_bank_feed".

Bank Transaction Actions

Method	Path	Purpose
`POST`	`/api/v1/bank-transactions/:id/reclassify`	Update account/contact/tax classification and linked editable journal line
`POST`	`/api/v1/bank-transactions/:id/match`	Match a transaction to an invoice or bill payment
`POST`	`/api/v1/bank-transactions/:id/split`	Split a transaction across invoices or bills
`POST`	`/api/v1/bank-transactions/:id/reconcile`	Mark a transaction reconciled
`POST`	`/api/v1/bank-transactions/:id/exclude`	Mark a transaction excluded

Reports

Method	Path	Purpose
`GET`	`/api/v1/reports/financial-packet`	LedgerHQ-ready financial packet JSON
`GET`	`/api/v1/reports/trial-balance`	Trial balance
`GET`	`/api/v1/reports/balance-sheet`	Balance sheet
`GET`	`/api/v1/reports/profit-and-loss`	Profit and loss
`GET`	`/api/v1/reports/general-ledger`	General ledger
`GET`	`/api/v1/reports/bank-reconciliation-status`	Bank reconciliation status

Webhooks

Method	Path	Purpose
`GET`	`/api/v1/webhooks`	List webhook subscriptions
`POST`	`/api/v1/webhooks`	Create webhook subscription

Example: Import LedgerHQ Rows

curl -X POST \
  -H "Authorization: Bearer dk_live_your_key" \
  -H "x-organization-id: org_id" \
  -H "Content-Type: application/json" \
  -d '{
    "bankAccountId": "bank_account_id",
    "feedName": "LedgerHQ checking activity",
    "ledgerHqAccountId": "ledgerhq_account_id",
    "rows": [
      {
        "externalTransactionId": "txn_123",
        "postedDate": "2026-06-07",
        "description": "Office supplies",
        "amount": -4299,
        "currencyCode": "USD"
      }
    ]
  }' \
  https://go.dollarbooks.app/api/v1/integrations/ledgerhq/bank-feed

Example: Reclassify Transaction

curl -X POST \
  -H "Authorization: Bearer dk_live_your_key" \
  -H "x-organization-id: org_id" \
  -H "Content-Type: application/json" \
  -d '{ "accountId": "expense_account_id", "reason": "LedgerHQ review" }' \
  https://go.dollarbooks.app/api/v1/bank-transactions/bank_transaction_id/reclassify

Example: Fetch Report Packet

curl -H "Authorization: Bearer dk_live_your_key" \
  -H "x-organization-id: org_id" \
  "https://go.dollarbooks.app/api/v1/reports/financial-packet?startDate=2026-01-01&endDate=2026-06-30"

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