List receipts. Retrieve a paginated list of receipts with optional filtering and sorting.

Get receipt. Retrieve a single receipt by ID with full details including line items and matched transaction.

Delete receipt. Permanently delete a receipt. This cannot be undone.

Hide receipt. Hide a receipt from matching and default views. Hidden receipts can be restored.

Unhide receipt. Restore a hidden receipt to active status.

List transactions. Retrieve a paginated list of bank transactions.

Get transaction. Retrieve a single transaction by ID with full details.

Hide transaction. Hide a transaction from matching and default views.

Unhide transaction. Restore a hidden transaction to active status.

Skip transaction. Mark a transaction as 'no receipt needed' (e.g. bank fees, salary, tax, internal transfers). Rejects any proposed matches.

Unskip transaction. Undo a skip — mark a transaction as needing a receipt again.

List skip reasons. Get available skip reasons (bank fee, salary, tax, etc.).

List matches. Retrieve match candidates between receipts and transactions. Use this to review proposed matches or see confirmed/rejected history.

Confirm match. Confirm a proposed match between a receipt and transaction. This action is billable and counts toward your plan usage.

Reject match. Reject a proposed match. The receipt and transaction won't be suggested as a match again.

Confirm multiple matches. Confirm multiple proposed matches at once. Useful for batch-confirming all proposed matches for a statement.

Get matches for transaction. Get all match candidates (proposed + confirmed) for a specific transaction with receipt details and confidence scores.

Manual match. Manually create and confirm a match between a transaction and receipt when there is no proposed match.

Unmatch transaction. Undo a confirmed match on a transaction. If within the grace period, usage is reversed.

Search receipts by amount and date. Search for receipts matching an amount range and/or date range. Useful for finding potential matches for unmatched transactions.

List statements. Retrieve a list of uploaded bank statements.

Get statement. Retrieve a single statement with summary information.

Get statement transactions. Retrieve all transactions for a specific statement.

Hide statement. Hide a bank statement from the default view. Hidden statements can be unhidden later.

Unhide statement. Unhide a previously hidden bank statement.

Get statement match stats. Get matching statistics for a statement — how many transactions are matched, unmatched, etc.

List tags. Retrieve all tags for the authenticated user.

Create tag. Create a new tag.

Delete tag. Delete a tag and remove it from all tagged items.

List exports. Retrieve a list of export jobs.

Create export. Create a new export job. The export will be processed asynchronously. Poll the job status or use webhooks to know when it's ready.

Get export. Retrieve export job status and download URL. The download URL is a signed S3 URL that expires in 1 hour.

Get spending summary. Get spending summary with flexible grouping by vendor, month, week, or day. Returns totals, averages, and breakdowns for the specified period.

Get top vendors. Get a ranked list of vendors by total spending amount.

Get spending trends. Get monthly spending trends for the specified number of months.

Get unmatched summary. Get a summary of unmatched receipts and transactions, including action items that need attention.