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Get wallet balances for the company. Returns balance, lockedBalance, investedBalance, availableBalance, and currency for each wallet.

Search and filter company transactions with pagination. Supports filtering by date range, type, tag, status, external ID, and more.

Get a single transaction by ID. Returns the full transaction object including from/to addresses, amounts, fees, status, and related entities.

Look up a bank address by CBU, CVU, or alias. Returns the address ID (needed as toId for creating transfers), bank name, owner name, and account type.

Create a transfer preview (does not execute the transfer yet). Use lookup_bank_address first to get the toId. Returns the preview transaction and whether 2FA is required.

Confirm a previewed transaction, moving it from PREVIEW to PENDING status for processing. Only works on transactions in PREVIEW status.

Create a signature request for a transaction, bulk, or payroll. Signers will be notified and can approve from the Dashboard. The transaction auto-confirms on approval.

Create one or more payments (accounts payable). Each payment represents an amount the company owes to a supplier/creditor.

Create one or more invoices (accounts receivable). Each invoice represents an amount the company expects to receive from a customer.

List all company payments. Returns the full list of payments with their status, amounts, and related data.

List all company invoices. Returns the full list of invoices with their status, amounts, payer information, and related data.