# Layer - [Overview](https://docs.layerfi.com/overview.md): Explore our guides and documentation to integrate Layer. - [Quickstart](https://docs.layerfi.com/guides/quickstart.md): Authenticate, onboard a business, and surface accounting in your product. - [Key concepts](https://docs.layerfi.com/guides/key-concepts.md): The core model behind Layer: platforms, businesses, and the general ledger. - [Onboard a business](https://docs.layerfi.com/guides/business-onboarding.md): Onboard one of your business customers to Layer - [Overview](https://docs.layerfi.com/guides/importing-financial-data-overview.md) - [Bank data](https://docs.layerfi.com/guides/importing-bank-data.md) - [Sales / AR data](https://docs.layerfi.com/guides/importing-sales-ar-data.md) - [Validate a sales data backfill](https://docs.layerfi.com/guides/validating-sales-data-backfills.md): Compare source-system sales totals with Layer after a sync or backfill. - [Bill / AP data](https://docs.layerfi.com/guides/importing-bill-ap-data.md) - [Payroll data](https://docs.layerfi.com/guides/importing-payroll-data.md) - [Loan data](https://docs.layerfi.com/guides/importing-loan-data.md) - [Backfilling existing loans](https://docs.layerfi.com/guides/loans/backfilling-existing-loans.md) - [Term loans](https://docs.layerfi.com/guides/loans/term-loans.md) - [Merchant cash advances (MCAs)](https://docs.layerfi.com/guides/loans/merchant-cash-advances.md) - [Flex loans](https://docs.layerfi.com/guides/loans/flex-loans.md) - [Lines of credit](https://docs.layerfi.com/guides/loans/lines-of-credit.md) - [Leases](https://docs.layerfi.com/guides/loans/leases.md) - [Equipment financing](https://docs.layerfi.com/guides/loans/equipment-financing.md) - [Asset data](https://docs.layerfi.com/guides/importing-asset-data.md) - [Overview](https://docs.layerfi.com/guides/surface-accounting-uis-overview.md) - [Embed Layer React components](https://docs.layerfi.com/guides/embedded-components.md): Using Layer's prebuilt React UI components. - [Build custom UIs](https://docs.layerfi.com/guides/build-custom-uis.md) - [Build custom Plaid account linking](https://docs.layerfi.com/guides/custom-plaid-account-linking.md): Connect customers' bank accounts from your own interface while Layer manages the Plaid connection. - [Accounting reports](https://docs.layerfi.com/guides/reporting.md) - [Generating async reports](https://docs.layerfi.com/guides/async-reports.md): Submit an export request, poll for status or use webhooks, then download the file - [Authentication](https://docs.layerfi.com/api-details/authentication.md) - [JSON data](https://docs.layerfi.com/api-details/json-data.md) - [Idempotency](https://docs.layerfi.com/api-details/idempotency.md) - [Pagination](https://docs.layerfi.com/api-details/pagination.md) - [Rate limiting](https://docs.layerfi.com/api-details/rate-limiting.md) - [Webhooks](https://docs.layerfi.com/api-details/webhooks.md) - [Webhooks event catalog](https://docs.layerfi.com/api-details/webhooks-event-catalog.md) - [List businesses](https://docs.layerfi.com/api-reference/v1/list-businesses.md): Returns a list of all active businesses that have been registered to a client in Layer. - [Create business](https://docs.layerfi.com/api-reference/v1/create-business.md): Creates a new business in Layer. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will update or no-op. - [Fetch business](https://docs.layerfi.com/api-reference/v1/fetch-business.md): Returns the business associated with the provided business id. - [Update business](https://docs.layerfi.com/api-reference/v1/update-business.md): Updates the business associated with the provided business id. Note that all fields are optional and can be omitted. - [Set business read-only status](https://docs.layerfi.com/api-reference/v1/set-business-readonly-status.md): Sets or clears the business's read-only mode. - [Archive business](https://docs.layerfi.com/api-reference/v1/archive-business.md): Archiving a business makes the business inactive. No additional data will by synchronized and business data is not accessible via normal API endpoints. However, data is retained and can be unarchived in the future. - [Unarchive business](https://docs.layerfi.com/api-reference/v1/unarchive-business.md): Unarchiving a business will re-activate it. All other endpoints will be able to access the business data again. No additional data syncing or modification will have taken place during the archived period. This is the only method available on a business while it is archived. - [Request business data deletion](https://docs.layerfi.com/api-reference/v1/request-business-data-deletion.md): Permanently deletes the business and business-owned data associated with the provided business id. This hard deletion endpoint is intended for CCPA and GDPR compliance requests. Unlike archiving a business, this operation is irreversible. - [List demo businesses](https://docs.layerfi.com/api-reference/v1/list-demo-businesses.md): Returns a list of all demo businesses that have been created for the authenticated client. Demo businesses are used for testing and demonstration purposes and are separate from regular businesses. - [Create demo business](https://docs.layerfi.com/api-reference/v1/create-demo-business.md): Creates a new demo business in Layer. Demo businesses are used for testing and demonstration purposes. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will return the existing demo business if it's not archived. - [Create sales demo business](https://docs.layerfi.com/api-reference/v1/create-sales-demo-business.md): Creates a sales demo business in Layer and asynchronously seeds it with realistic demo data (customers, invoices, payouts, bank accounts, and transactions) so it is presentation-ready within seconds. A `200` or `201` means the business exists, not that seeding has finished. Re-POSTing the same `exte… - [List bank accounts](https://docs.layerfi.com/api-reference/v1/list-bank-accounts.md): Returns a list of bank accounts for the specified business. - [Get bank account](https://docs.layerfi.com/api-reference/v1/get-bank-account.md): Returns a single bank account by ID. - [Create bank account](https://docs.layerfi.com/api-reference/v1/create-bank-account.md): Creates a new bank account for the specified business. - [Update bank account](https://docs.layerfi.com/api-reference/v1/update-bank-account.md): Updates the specified bank account. Only provided fields are updated; omitted fields are left unchanged. - [Archive bank account](https://docs.layerfi.com/api-reference/v1/archive-bank-account.md): Archives the specified bank account. Archived accounts are hidden from default list responses unless `include_archived=true` is passed. - [List external accounts](https://docs.layerfi.com/api-reference/v1/list-external-accounts.md): Fetches a list of external accounts for a business. External accounts represent all connected financial accounts, including bank accounts, credit cards, loans, etc. - [Fetch external account](https://docs.layerfi.com/api-reference/v1/fetch-external-account.md): Fetches an external account for a business. External accounts represent all connected financial accounts, including bank accounts, credit cards, loans, etc. - [Archive external account](https://docs.layerfi.com/api-reference/v1/archive-external-account.md): Archives an external account for a business. This action will prevent the account from syncing new transactions and will remove the account from the Layer dashboard. Past synced transactions will remain. - [Uncategorize and archive external account](https://docs.layerfi.com/api-reference/v1/uncategorize-and-archive-external-account.md): Uncategorizes all transactions and archives an external account. This purges the account by reverting all transaction categorizations and then archiving the account. The account will no longer sync new transactions and will be removed from the Layer dashboard. - [Update transaction date range](https://docs.layerfi.com/api-reference/external-account/update-transaction-date-range.md): Updates the visible transaction date range for an external account. Use this endpoint to limit which transactions are shown from this account based on their date. - [Fetch opening balance](https://docs.layerfi.com/api-reference/v1/fetch-opening-balance.md): Fetches the opening balance for an external account. This is useful when verifying or reconciling the historical balance sheet. - [Set opening balance](https://docs.layerfi.com/api-reference/v1/set-opening-balance.md): Sets the balance of the account at a specific time, which is necessary for showing both a current balance and a correct opening balance. This is useful when configuring the account for the first time or when accounting features are enabled starting at a time after the account was created. - [Delete opening balance](https://docs.layerfi.com/api-reference/v1/delete-opening-balance.md): Deletes the opening balance for an external account. - [Fetch custom account](https://docs.layerfi.com/api-reference/v1/fetch-custom-account.md): Fetches a custom account for a business. Custom accounts offer platforms direct control over bank account data and should be used for accounts operated directly by the platform. - [Create custom account](https://docs.layerfi.com/api-reference/v1/create-custom-account.md): Creates a custom account for a business. Custom accounts offer platforms direct control over bank account data and should be used for accounts operated directly by the platform. - [Update custom account](https://docs.layerfi.com/api-reference/v1/update-custom-account.md): Updates a custom account for a business. Put style update will replace all fields. - [Patch custom account](https://docs.layerfi.com/api-reference/v1/patch-custom-account.md): Updates a custom account for a business. Patch style update will only change specified fields. - [Archive custom account](https://docs.layerfi.com/api-reference/v1/archive-custom-account.md): Archives a custom account for a business. This action will prevent the account from syncing new transactions and will remove the account from the Layer dashboard. Previously imported transactions will remain. Archiving can be reversed with the `reactivate` endpoint. - [Reactivate custom account](https://docs.layerfi.com/api-reference/v1/reactivate-custom-account.md): Reactivates a custom account for a business. This action will allow the account to sync new transactions and will add the account back to the Layer dashboard. - [Plaid Account object](https://docs.layerfi.com/api-reference/plaid-account/plaid-account.md) - [List Plaid Accounts](https://docs.layerfi.com/api-reference/plaid-account/list-plaid-accounts.md): This endpoint lists the Plaid accounts associated with a business. - [List documents](https://docs.layerfi.com/api-reference/v1/list-documents.md): Returns a list of completed documents for the specified business, sorted newest first. Archived documents and documents whose upload has not completed are excluded. Documents can be filtered by document type and file type. Results will be paginated, see [Pagination](/api-details/pagination) for deta… - [Fetch document](https://docs.layerfi.com/api-reference/v1/fetch-document.md): Returns a presigned URL (`S3_Presigned_Url`) for the document associated with the provided document id. This endpoint can fetch any document associated with the business, including transaction-specific receipts. The response includes `document_type` along with `fileName`, `createdAt`, and `documentI… - [Archive document](https://docs.layerfi.com/api-reference/v1/archive-document.md): Archiving a document makes the document inactive. The document will no longer be accessible via normal API endpoints, but the document is retained and can be unarchived in the future. - [Import receipt](https://docs.layerfi.com/api-reference/v1/import-receipt.md): Upload a single receipt for parsing on behalf of a business, such as an image or PDF submitted by a customer or platform. The uploaded file is run through Layer's receipt parsing pipeline, which proposes a vendor, amount, and line items that can be reviewed and turned into a bill. This endpoint expe… - [Multipart Upload Guide](https://docs.layerfi.com/api-reference/v1/multipart-upload-guide.md) - [Create document upload](https://docs.layerfi.com/api-reference/v1/create-document-upload.md): Creates a new document record and initiates a multipart upload to S3. Returns presigned URLs for uploading file parts directly to S3. This endpoint is designed for uploading large files that may exceed standard upload limits. After uploading all parts to the presigned URLs, call the complete endpoin… - [Complete document upload](https://docs.layerfi.com/api-reference/v1/complete-document-upload.md): Completes a multipart upload after all parts have been uploaded to S3. You must provide the upload_id from the create response and the ETag returned by S3 for each uploaded part. The ETag is returned in the response headers when you PUT to each presigned URL. - [Abort document upload](https://docs.layerfi.com/api-reference/v1/abort-document-upload.md): Aborts a multipart upload and archives the document record. Use this endpoint if you need to cancel an upload that is in progress or if an error occurs during upload. Any uploaded parts will be cleaned up from S3. - [Import trial balances](https://docs.layerfi.com/api-reference/v1/import-trial-balances.md): Imports trial balances for a business from a `.zip` archive of Excel (`.xlsx`) files — one sheet per effective date. The earliest trial balance is converted into opening balances for each ledger account, and each subsequent trial balance is imported as a manual journal entry capturing the net change… - [Archive trial balances import](https://docs.layerfi.com/api-reference/v1/archive-trial-balances-import.md): Archives the existing trial balances import for a business, including the opening balances and manual journal entries that were created from it. Use this before re-importing when the source data has changed. - [Create business auth token](https://docs.layerfi.com/api-reference/v1/create-business-auth-token.md): Creates a new auth token scoped to the specified business. The business auth token is used to authenticate Layer API requests from client-side applications. Note the return type is an AuthToken object rather than a standard Layer API response object. - [Fetch accounting configuration](https://docs.layerfi.com/api-reference/v1/fetch-accounting-configuration.md): Returns the accounting configuration associated for the provided business. This is the means by which you can see things such as the default reporting basis for a business or when the books are closed as of. - [Patch accounting configuration](https://docs.layerfi.com/api-reference/v1/patch-accounting-configuration.md): Updates the accounting configuration associated for the provided business. This is the means by which you can update things such as the default reporting basis for a business or mark the books as closed. - [Fetch bookkeeping status](https://docs.layerfi.com/api-reference/v1/fetch-bookkeeping-status.md): Returns the effective bookkeeping enrollment status for the specified business, including onboarding completion metadata. - [Activate bookkeeping](https://docs.layerfi.com/api-reference/v1/activate-bookkeeping.md): Activates bookkeeping for the specified business. - [Deactivate bookkeeping](https://docs.layerfi.com/api-reference/v1/deactivate-bookkeeping.md): Deactivates bookkeeping for the specified business. - [Fetch SMS configuration](https://docs.layerfi.com/api-reference/v1/fetch-sms-configuration.md): Returns the SMS settings for the business associated with the provided business id. Currently this setting is an `enabled` flag. Note that SMS must be enabled on both a platform level (see /v1/configure/sms) and an individual business level in order to receive SMS messages. - [Update SMS configuration](https://docs.layerfi.com/api-reference/v1/update-sms-configuration.md): Updates the SMS settings for the business associated with the provided business id. Currently this setting is an `enabled` flag. - [Fetch SMS message history](https://docs.layerfi.com/api-reference/v1/fetch-sms-message-history.md): Returns the SMS message log for the specified business. This endpoint returns the most recent messages first. - [List tasks](https://docs.layerfi.com/api-reference/v1/list-tasks.md): Fetches a list of tasks for a business. Tasks only exist for businesses enrolled in bookkeeping services, and task lifecycle management is handled by Layer's bookkeeping team. - [Fetch task](https://docs.layerfi.com/api-reference/v1/fetch-task.md): Fetches a task for a business. Tasks only exist for businesses enrolled in bookkeeping services, and task lifecycle management is handled by Layer's bookkeeping team. - [Submit task response](https://docs.layerfi.com/api-reference/v1/submit-task-response.md): Submits or updates a task user response for a business. Tasks only exist for businesses enrolled in bookkeeping services, and task lifecycle management is handled by Layer's bookkeeping team. This endpoint is used by Layer's `` component to submit user responses, and if you use embedded compo… - [Mark task completed](https://docs.layerfi.com/api-reference/v1/mark-task-completed.md): Marks a task as completed by the user. Tasks only exist for businesses enrolled in bookkeeping services, and task lifecycle management is handled by Layer's bookkeeping team. This endpoint is used by Layer's `` component to mark tasks as user completed, and if you use embedded components, you… - [Retrieve Notifications](https://docs.layerfi.com/api-reference/business/notifications.md): Retrieve counts of outstanding transactions, tasks, or other items that require user attention. - [Fetch uncategorized transaction counts](https://docs.layerfi.com/api-reference/v1/fetch-uncategorized-transaction-counts.md): Retrieve the count of categorized and uncategorized transactions for a range of months. `start_year`, `start_month`, `end_year`, and `end_month` determine the range of months to fetch. If not specified, range will start at January of the current year and end at the current month. - [Customer object](https://docs.layerfi.com/api-reference/customer/customer.md) - [List customers](https://docs.layerfi.com/api-reference/customer/list-customers.md): List all customers within Layer. - [Get a customer](https://docs.layerfi.com/api-reference/customer/get-customer.md): Get an existing customer within Layer. - [Create a customer](https://docs.layerfi.com/api-reference/customer/create-customer.md): Create a new customer within Layer. - [Bulk create customers](https://docs.layerfi.com/api-reference/v1/bulk-create-customers.md): Creates multiple customers for a business in a single request. - [Update a customer](https://docs.layerfi.com/api-reference/customer/update-customer.md): Update an existing customer within Layer. - [Patch update customer](https://docs.layerfi.com/api-reference/v1/patch-update-customer.md): Patch (partially) updates an existing customer. - [Archive a customer](https://docs.layerfi.com/api-reference/customer/archive-customer.md): Archive a customer, hiding them from the business's active customer list. - [Unarchive a customer](https://docs.layerfi.com/api-reference/customer/unarchive-customer.md): Unarchive a customer, making them visible in the business's active customer list. - [Invoice object](https://docs.layerfi.com/api-reference/invoice/invoice.md) - [Create an Invoice](https://docs.layerfi.com/api-reference/invoice/create.md): This endpoint imports an invoice for a business into Layer. - [Bulk create invoices](https://docs.layerfi.com/api-reference/v1/bulk-create-invoices.md): Create multiple invoices in a batch operation. This endpoint is useful for backfill use cases when creating a business with an extended invoice history. - [Batch create invoices](https://docs.layerfi.com/api-reference/v1/batch-create-invoices.md): Create multiple invoices in a single request. Supports an optional `allow_partial_success` mode that commits each invoice independently, returning `207 Multi-Status` when results are mixed. - [List invoices](https://docs.layerfi.com/api-reference/v1/list-invoices.md): Returns a list of invoices for the specified business. Invoices can be filtered by status and date range. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [Fetch invoice](https://docs.layerfi.com/api-reference/v1/fetch-invoice.md): Returns the invoice associated with the provided invoice id. - [Update invoice](https://docs.layerfi.com/api-reference/v1/update-invoice.md): Updates an existing invoice. Payments, refunds and writeoffs are not changed, but updates to invoice cannot put the invoice into an overpaid state. - [Void an Invoice](https://docs.layerfi.com/api-reference/invoice/void.md): Void an invoice, removing it from accounting and marking it as voided. - [Delete an Invoice](https://docs.layerfi.com/api-reference/invoice/delete.md): Deleting an invoice should only be used when an invoice was improperly created. - [Delete invoice](https://docs.layerfi.com/api-reference/v1/delete-invoice.md): Marks an invoice as deleted. The invoice must not have any valid payments or refunds associated with it. - [Bulk delete invoices](https://docs.layerfi.com/api-reference/v1/bulk-delete-invoices.md): Deletes multiple invoices at once. Maximum 100 invoices per request. All specified invoices must exist and have no payment allocations. - [Create dedicated refund on invoice](https://docs.layerfi.com/api-reference/v1/create-dedicated-invoice-refund.md): Creates a refund that is dedicated to a specific invoice. - [Generate invoice PDF](https://docs.layerfi.com/api-reference/v1/generate-invoice-pdf.md): Generates a PDF document for the specified invoice and returns a presigned URL to download the PDF. - [Invoice Payment object](https://docs.layerfi.com/api-reference/invoice/payments.md) - [Record a payment](https://docs.layerfi.com/api-reference/v1/record-a-payment.md): Records a payment that can be allocated to one or more invoices and/or ledger accounts. - [Bulk create invoice payments](https://docs.layerfi.com/api-reference/v1/bulk-create-invoice-payments.md): Creates multiple invoice payments in a single request. Each payment in the array uses the same parameters as the single payment endpoint. If a payment includes an `external_id` that matches an existing payment, the existing payment will be updated instead of creating a new one (upsert behavior). - [Update payment](https://docs.layerfi.com/api-reference/v1/update-payment.md): Update an invoice payment. Updates to information such as the amount or time will cause reversal of previous journal entries and creation of new entries. - [List payments](https://docs.layerfi.com/api-reference/v1/list-payments.md): Returns a list of invoice payments for the specified business. Payments can be filtered by method and date range. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [Delete a Payment](https://docs.layerfi.com/api-reference/invoice/delete-payment.md): Deleting a payment should be used when a payment was improperly created. - [Delete invoice payment](https://docs.layerfi.com/api-reference/v1/delete-invoice-payment.md): Marks an invoice payment as deleted. - [Bulk delete invoice payments](https://docs.layerfi.com/api-reference/v1/bulk-delete-invoice-payments.md): Deletes multiple invoice payments at once. Maximum 100 payments per request. - [Create dedicated invoice payment](https://docs.layerfi.com/api-reference/v1/create-dedicated-invoice-payment.md): Creates a payment that is dedicated to a specific invoice. The full payment amount will be allocated to this invoice. - [Get dedicated invoice payment](https://docs.layerfi.com/api-reference/v1/get-dedicated-invoice-payment.md): Returns a payment that is dedicated to a specific invoice. - [Update dedicated invoice payment](https://docs.layerfi.com/api-reference/v1/update-dedicated-invoice-payment.md): Updates a payment that is dedicated to a specific invoice. - [Delete dedicated invoice payment](https://docs.layerfi.com/api-reference/v1/delete-dedicated-invoice-payment.md): Deletes a payment that is dedicated to a specific invoice. - [Payout object](https://docs.layerfi.com/api-reference/customer-payouts/payout.md) - [List payouts](https://docs.layerfi.com/api-reference/v1/list-payouts.md): Fetches a list of payouts for a business. Payouts can be filtered by external ID, memo content, completion date range, and amount range. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [Fetch payout](https://docs.layerfi.com/api-reference/v1/fetch-payout.md): Fetches a payout for a business. - [Create payout](https://docs.layerfi.com/api-reference/v1/create-payout.md): Creates a new payout for a business or updates existing payout. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will update or no-op. - [Bulk create payouts](https://docs.layerfi.com/api-reference/v1/bulk-create-payouts.md): Creates or updates multiple payouts for a business in a single request. This endpoint uses upsert semantics: if a payout with the same `external_id` already exists, it will be updated; otherwise, a new payout is created. The request will be rejected with a 400 error if any duplicate `external_id` va… - [Update payout](https://docs.layerfi.com/api-reference/v1/update-payout.md): Updates a payout for a business. Ledger entries will be reversed and new entries created for the updated payout. To keep ledger entries most understandable, we recommend updating payouts rather than deleting and recreating when the intent is to fix or update information from the same payout. - [Delete payout](https://docs.layerfi.com/api-reference/v1/delete-payout.md): Deletes a payout for a business. Ledger entries will be reversed but referenced payments and refunds will not be removed. To keep ledger entries most understandable, we recommend updating payouts rather than deleting and recreating when the intent is to fix or update information from the same payout… - [Refund object](https://docs.layerfi.com/api-reference/refunds/refund.md) - [List refunds](https://docs.layerfi.com/api-reference/v1/list-refunds.md): Fetches a list of refunds for a business. Refunds can be filtered by external ID, status, completion date range, amount range, customer, and payout inclusion. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [Create refund](https://docs.layerfi.com/api-reference/v1/create-refund.md): Creates a new refund for a business or updates existing refund. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will update or no-op. - [Bulk create refunds](https://docs.layerfi.com/api-reference/v1/bulk-create-refunds.md): Creates multiple refunds for a business in a single request. This endpoint is idempotent using the `external_id` field as the idempotency key for each refund. - [Fetch refund](https://docs.layerfi.com/api-reference/v1/fetch-refund.md): Fetches a refund for a business. - [Delete refund](https://docs.layerfi.com/api-reference/v1/delete-refund.md): Deletes a refund for a business. - [Update refund](https://docs.layerfi.com/api-reference/v1/update-refund.md): Fully replaces an existing refund. All allocations and payments will be replaced with the new values provided. This will reverse any existing ledger entries and create new ones based on the updated refund data. - [Patch refund](https://docs.layerfi.com/api-reference/v1/patch-refund.md): Partially updates an existing refund. Only the fields provided will be updated. If allocations or payments are provided, they will fully replace the existing allocations or payments respectively, and ledger entries will be reversed and recreated. - [List refund payments](https://docs.layerfi.com/api-reference/v1/list-refund-payments.md): Fetches a list of customer refund payments for a business. Results can be filtered by various criteria and will be paginated, see [Pagination](/api-details/pagination) for details. - [Create refund payment](https://docs.layerfi.com/api-reference/v1/create-refund-payment.md): Creates a new payment for a customer refund. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will no-op. - [Fetch refund payment](https://docs.layerfi.com/api-reference/v1/fetch-refund-payment.md): Fetches a specific refund payment by ID. - [Delete refund payment](https://docs.layerfi.com/api-reference/v1/delete-refund-payment.md): Deletes a refund payment by ID. - [Write-off object](https://docs.layerfi.com/api-reference/write-offs/write-off.md) - [Record write-off](https://docs.layerfi.com/api-reference/v1/record-write-off.md): This endpoint records a write-off of an invoice in Layer. - [Fetch write-off](https://docs.layerfi.com/api-reference/v1/fetch-write-off.md): Fetches a write-off for a business. - [Delete write-off](https://docs.layerfi.com/api-reference/v1/delete-write-off.md): Deletes a write-off for a business. - [Customer credit object](https://docs.layerfi.com/api-reference/customer-credits/customer-credit.md) - [List customer credits](https://docs.layerfi.com/api-reference/v1/list-customer-credits.md): Returns a list of customer credits for the specified business. Customer credits can be filtered by date range and customer. Results will be paginated. - [Create customer credit](https://docs.layerfi.com/api-reference/v1/create-customer-credit.md): Creates a new customer credit for a business. - [Fetch customer credit](https://docs.layerfi.com/api-reference/v1/fetch-customer-credit.md): Returns the customer credit associated with the provided customer credit ID. - [Update customer credit](https://docs.layerfi.com/api-reference/v1/update-customer-credit.md): Updates an existing customer credit. - [Delete customer credit](https://docs.layerfi.com/api-reference/v1/delete-customer-credit.md): Marks a customer credit as deleted (soft delete). - [Fetch AR aging report](https://docs.layerfi.com/api-reference/v1/fetch-ar-aging-report.md): Returns an accounts receivable aging report showing outstanding invoices grouped by customer and aging buckets. This report helps track overdue payments and manage cash flow. - [Fetch AR aging detail for a customer](https://docs.layerfi.com/api-reference/v1/fetch-ar-aging-detail-for-a-customer.md): Returns detailed accounts receivable aging information for a specific customer, including outstanding balances broken down by aging buckets (current, 1-30 days, 31-60 days, 61-90 days, 91+ days). - [Vendor object](https://docs.layerfi.com/api-reference/vendor/vendor.md) - [List vendors](https://docs.layerfi.com/api-reference/v1/list-vendors.md): Returns a list of vendors for the specified business. - [Fetch vendor](https://docs.layerfi.com/api-reference/v1/fetch-vendor.md): Returns the vendor associated with the provided vendor id. - [Create vendor](https://docs.layerfi.com/api-reference/v1/create-vendor.md): Creates a new vendor for a business. - [Update vendor](https://docs.layerfi.com/api-reference/v1/update-vendor.md): Replaces an existing vendor. - [Patch update vendor](https://docs.layerfi.com/api-reference/v1/patch-update-vendor.md): Patches (partially updates) an existing vendor. - [Archive vendor](https://docs.layerfi.com/api-reference/v1/archive-vendor.md): Archives an existing vendor. - [Unarchive vendor](https://docs.layerfi.com/api-reference/v1/unarchive-vendor.md): Unarchives an existing vendor. - [Fetch bill](https://docs.layerfi.com/api-reference/bill/bill.md): Returns the bill associated with the provided bill id. A bill represents an invoice or purchase order a business has received from a vendor for goods or services, and is used to track purchases and accounts payable in Layer. - [List bills](https://docs.layerfi.com/api-reference/v1/list-bills.md): Returns a list of bills for the specified business. Bills can be filtered by status and date range. Results will be paginated. - [Create bill](https://docs.layerfi.com/api-reference/v1/create-bill.md): Creates a new bill for a business. - [Update bill](https://docs.layerfi.com/api-reference/v1/update-bill.md): Updates an existing bill. - [Void bill](https://docs.layerfi.com/api-reference/v1/void-bill.md): Voids an existing bill. - [Delete bill](https://docs.layerfi.com/api-reference/v1/delete-bill.md): Deletes an existing bill. - [Expense object](https://docs.layerfi.com/api-reference/bill/expense.md) - [Create expense](https://docs.layerfi.com/api-reference/v1/create-expense.md): Creates an expense for a business. An expense is a type of bill for a purchase paid at the time of the transaction. Use this endpoint to provide purchase, vendor, line item, and payment details in one request. The response is a bill with `is_expense: true` and `status: PAID`. - [List expenses](https://docs.layerfi.com/api-reference/v1/list-expenses.md): Returns a list of bills for the specified business. Bills can be filtered by status and date range. Results will be paginated. - [Fetch expense](https://docs.layerfi.com/api-reference/v1/fetch-expense.md): Returns the bill associated with the provided bill id. A bill represents an invoice or purchase order a business has received from a vendor for goods or services, and is used to track purchases and accounts payable in Layer. - [Bill payment object](https://docs.layerfi.com/api-reference/bill/payments.md) - [List bill payments](https://docs.layerfi.com/api-reference/v1/list-bill-payments.md): Returns a list of bill payments for the specified business. Payments can be filtered by method and date range. - [Create bill payment](https://docs.layerfi.com/api-reference/v1/create-bill-payment.md): Creates a new payment for one or more bills. - [Update bill payment](https://docs.layerfi.com/api-reference/v1/update-bill-payment.md): Updates an existing bill payment. - [Delete bill payment](https://docs.layerfi.com/api-reference/v1/delete-bill-payment.md): Deletes an existing bill payment. - [Vendor credit object](https://docs.layerfi.com/api-reference/vendor-credits/vendor-credit.md) - [List vendor credits](https://docs.layerfi.com/api-reference/v1/list-vendor-credits.md): Returns a list of vendor credits for the specified business. Vendor credits can be filtered by date range and vendor. Results will be paginated. - [Create vendor credit](https://docs.layerfi.com/api-reference/v1/create-vendor-credit.md): Creates a new vendor credit for a business. - [Fetch vendor credit](https://docs.layerfi.com/api-reference/v1/fetch-vendor-credit.md): Returns the vendor credit associated with the provided vendor credit ID. - [Update vendor credit](https://docs.layerfi.com/api-reference/v1/update-vendor-credit.md): Updates an existing vendor credit. - [Delete vendor credit](https://docs.layerfi.com/api-reference/v1/delete-vendor-credit.md): Marks a vendor credit as deleted (soft delete). - [Vendor Refund object](https://docs.layerfi.com/api-reference/vendor-refunds/vendor-refund.md) - [List vendor refunds](https://docs.layerfi.com/api-reference/v1/vendor-refunds/list-vendor-refunds.md): Fetches a list of vendor refunds for a business. Vendor refunds can be filtered by external ID, status, completion date range, amount range, and vendor. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [Create vendor refund](https://docs.layerfi.com/api-reference/v1/vendor-refunds/create-vendor-refund.md): Creates a new vendor refund for a business or updates existing vendor refund. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will update or no-op. - [Fetch vendor refund](https://docs.layerfi.com/api-reference/v1/vendor-refunds/fetch-vendor-refund.md): Fetches a vendor refund for a business. - [Update vendor refund](https://docs.layerfi.com/api-reference/v1/vendor-refunds/update-vendor-refund.md): Fully replaces an existing vendor refund. All allocations and payments will be replaced with the new values provided. This will reverse any existing ledger entries and create new ones based on the updated refund data. - [Patch vendor refund](https://docs.layerfi.com/api-reference/v1/vendor-refunds/patch-vendor-refund.md): Partially updates an existing vendor refund. Only the fields provided will be updated. If allocations or payments are provided, they will fully replace the existing allocations or payments respectively, and ledger entries will be reversed and recreated. - [Delete vendor refund](https://docs.layerfi.com/api-reference/v1/vendor-refunds/delete-vendor-refund.md): Deletes a vendor refund for a business. - [List vendor refund payments](https://docs.layerfi.com/api-reference/v1/vendor-refunds/list-vendor-refund-payments.md): Fetches a list of vendor refund payments for a business. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [List payments for vendor refund](https://docs.layerfi.com/api-reference/v1/vendor-refunds/list-vendor-refund-payments-for-refund.md): Fetches a list of payments for a specific vendor refund. - [Create vendor refund payment](https://docs.layerfi.com/api-reference/v1/vendor-refunds/create-vendor-refund-payment.md): Creates a new payment for a vendor refund. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will no-op. - [Fetch vendor refund payment](https://docs.layerfi.com/api-reference/v1/vendor-refunds/fetch-vendor-refund-payment.md): Fetches a specific payment for a vendor refund. - [Delete vendor refund payment](https://docs.layerfi.com/api-reference/v1/vendor-refunds/delete-vendor-refund-payment.md): Deletes a payment for a vendor refund. - [Vendor Payout object](https://docs.layerfi.com/api-reference/vendor-payouts/vendor-payout.md) - [List vendor payouts](https://docs.layerfi.com/api-reference/v1/list-vendor-payouts.md): Fetches a list of vendor payouts for a business. Results will be paginated, see [Pagination](/api-details/pagination) for details. - [Create vendor payout](https://docs.layerfi.com/api-reference/v1/create-vendor-payout.md): Creates a new vendor payout for a business or updates existing vendor payout. This endpoint is idempotent using the `external_id` field as the idempotency key, so subsequent requests with the same `external_id` will update or no-op. - [Fetch vendor payout](https://docs.layerfi.com/api-reference/v1/fetch-vendor-payout.md): Fetches a vendor payout for a business. - [Update vendor payout](https://docs.layerfi.com/api-reference/v1/update-vendor-payout.md): Updates a vendor payout for a business. - [Delete vendor payout](https://docs.layerfi.com/api-reference/v1/delete-vendor-payout.md): Deletes a vendor payout for a business. - [Fetch AP aging report](https://docs.layerfi.com/api-reference/v1/fetch-ap-aging-report.md): Returns an accounts payable aging report showing outstanding bills grouped by vendor and aging buckets. - [Export AP aging report as Excel](https://docs.layerfi.com/api-reference/v1/export-ap-aging-report-as-excel.md): Exports an accounts payable aging report as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. - [Bank Transaction object](https://docs.layerfi.com/api-reference/bank-transaction/bank-transaction.md) - [Import transactions](https://docs.layerfi.com/api-reference/v1/import-transactions.md): Imports transactions for a custom account. This action will import transactions from the specified start date to the present. If the account has already been imported, this action will overwrite the existing transactions. - [Fetch bank transaction](https://docs.layerfi.com/api-reference/v1/fetch-bank-transaction.md): Returns the bank transaction associated with the provided bank transaction id. - [List bank transactions](https://docs.layerfi.com/api-reference/v1/list-bank-transactions.md): Returns a list of bank transactions for the specified business. - [Categorize bank transaction](https://docs.layerfi.com/api-reference/v1/categorize-bank-transaction.md): Categorize a bank transaction to an account defined in the chart of accounts. - [Uncategorize bank transaction](https://docs.layerfi.com/api-reference/v1/uncategorize-bank-transaction.md): Uncategorize a bank transaction. This will remove any categorization or match that has been applied to the transaction and reverse any ledger entries from the previous classification. - [Match bank transaction](https://docs.layerfi.com/api-reference/v1/match-bank-transaction.md): Match a bank transaction to a financial event such as an invoice payment or a payout. - [Bulk match](https://docs.layerfi.com/api-reference/v1/bulk-match.md): Confirm matches for multiple bank transactions. - [Bulk match or categorize](https://docs.layerfi.com/api-reference/v1/bulk-match-or-categorize.md): Match and/or categorize multiple bank transactions in a single request. - [Bulk categorize transactions](https://docs.layerfi.com/api-reference/v1/bulk-categorize-bank-transactions.md): Categorize multiple bank transactions in a single request. Each transaction in the request must include a transaction_id and a categorization object specifying how to categorize it. - [Bulk uncategorize transactions](https://docs.layerfi.com/api-reference/v1/bulk-uncategorize-bank-transactions.md): Remove categorization from multiple bank transactions in a single request. - [Fetch transaction categories](https://docs.layerfi.com/api-reference/v1/fetch-transaction-categories.md): Retrieves the list of usable transaction categories based on the business' chart of accounts. This endpoint is used by Layer's `` embedded component, and can be used to build your own transaction categorization user interface. - [Download Transactions CSV](https://docs.layerfi.com/api-reference/bank-transaction/download-csv.md): This endpoint generates a pre-signed AWS S3 URL for a CSV file with transactions. - [Export transactions as CSV](https://docs.layerfi.com/api-reference/v1/export-transactions-as-csv.md): Exports transaction data as a CSV file. Returns a pre-signed URL for downloading the generated CSV file. - [Export transactions as Excel](https://docs.layerfi.com/api-reference/v1/export-transactions-as-excel.md): Exports transaction data as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. - [Upload transaction document](https://docs.layerfi.com/api-reference/v1/upload-transaction-document.md): Upload a document for a transaction, such as a receipt or invoice. Images (`jpg` & `png`) and PDFs are supported. The document will be associated with the provided transaction id. This functionality is built into Layer's `` embedded component, but can be used directly if needed. Th… - [Fetch transaction document](https://docs.layerfi.com/api-reference/v1/fetch-transaction-document.md): Returns the document associated with the provided document id. This endpoint can fetch any document associated with the business, including transaction-specific receipts. - [List transaction documents](https://docs.layerfi.com/api-reference/v1/list-transaction-documents.md): Returns the documents associated with the provided bank transaction id. Bank transaction documents are most commonly receipts, but any document may be uploaded, such as an invoice. Images (`jpg` & `png`) and PDFs are supported. Each document will be served as a presigned URL, which is a secure, temp… - [Archive document](https://docs.layerfi.com/api-reference/v1/archive-document.md): Archiving a document makes the document inactive. The document will no longer be accessible via normal API endpoints, but the document is retained and can be unarchived in the future. - [Update transaction metadata](https://docs.layerfi.com/api-reference/v1/update-transaction-metadata.md): Updates the metadata associated with the provided bank transaction id. Bank transaction metadata is additional information that can be associated with a transaction, such as a memo. - [List categorization rules](https://docs.layerfi.com/api-reference/v1/categorization-rules/list-categorization-rules.md): Returns a list of categorization rules for the specified business. Rules can be filtered by archived status and external IDs. Results are paginated. - [Create categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/create-categorization-rule.md): Creates a new categorization rule for the business. - [Get categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/get-categorization-rule.md): Returns a single categorization rule by ID. - [Update categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/update-categorization-rule.md): Updates an existing categorization rule. This replaces the entire rule content. The rule can optionally be applied retroactively to existing uncategorized transactions. - [Archive categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/archive-categorization-rule.md): Archives (soft-deletes) a categorization rule. The rule will no longer be applied to new transactions. Archived rules can be included in list results using the `include_archived` query parameter. - [List suggested categorization rules](https://docs.layerfi.com/api-reference/v1/categorization-rules/list-suggested-categorization-rules.md): Returns a paginated list of suggested categorization rule updates for the business. - [Get suggested categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/get-suggested-categorization-rule.md): Returns a single suggested categorization rule update by its id. - [Update suggested categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/update-suggested-categorization-rule.md): Updates a suggested categorization rule. - [Reject suggested categorization rule](https://docs.layerfi.com/api-reference/v1/categorization-rules/reject-suggested-categorization-rule.md): Rejects a suggested categorization rule update. This marks the suggestion as dismissed and prevents it from being shown again. - [Account Identifier](https://docs.layerfi.com/api-reference/ledger/account-identifier.md) - [Required vs. Optional Template Accounts](https://docs.layerfi.com/api-reference/ledger/required-vs-optional-template-accounts.md) - [Chart of Accounts object](https://docs.layerfi.com/api-reference/ledger/chart.md) - [Get chart of accounts](https://docs.layerfi.com/api-reference/v1/get-chart-of-accounts.md): Returns the complete chart of accounts for the business as a nested tree structure. - [Get ledger balances](https://docs.layerfi.com/api-reference/v1/get-ledger-balances.md): Returns the ledger account balances for the business. Supports filtering by date range, reporting basis, customer, vendor, and tags. - [Export ledger balances to CSV](https://docs.layerfi.com/api-reference/v1/export-ledger-balances-csv.md): Exports ledger account balances to a CSV file. Returns a presigned URL to download the file. - [Create ledger account](https://docs.layerfi.com/api-reference/v1/create-ledger-account.md): Creates a new ledger account. The stable_name field can be used for idempotency - if an account with the same stable_name already exists, it will be returned instead of creating a duplicate. - [Update ledger account](https://docs.layerfi.com/api-reference/v1/update-ledger-account.md): Fully updates a ledger account. All fields must be provided. - [Patch update ledger account](https://docs.layerfi.com/api-reference/v1/patch-update-ledger-account.md): Partially updates a ledger account based on the provided fields. - [Get ledger account](https://docs.layerfi.com/api-reference/v1/get-ledger-account.md): Returns a single ledger account by ID or stable_name. - [Get account line items](https://docs.layerfi.com/api-reference/v1/get-account-line-items.md): Returns all line items for a specific ledger account with running balances. - [List ledger accounts](https://docs.layerfi.com/api-reference/v1/list-ledger-accounts.md): Returns all ledger accounts for the business with their current balances in a nested tree structure. - [Delete ledger account](https://docs.layerfi.com/api-reference/v1/delete-ledger-account.md): Deletes a ledger account. The account must not have any transactions or child accounts. - [Create child ledger account](https://docs.layerfi.com/api-reference/v1/create-child-ledger-account.md): Creates a child account under the specified parent account. The child inherits account_type, account_subtype, and normality from the parent. - [Export account transactions as Excel](https://docs.layerfi.com/api-reference/v1/export-account-transactions-as-excel.md): Exports the transaction history for a specific ledger account as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. The export includes transaction date, entry number, description, debit/credit amounts, running balance, and related accounts. - [Custom journal entry object](https://docs.layerfi.com/api-reference/custom-journal-entries/custom-journal-entry.md) - [List custom journal entries](https://docs.layerfi.com/api-reference/v1/custom-journal-entries/list-custom-journal-entries.md): Returns a list of custom journal entries for the specified business. Entries can be filtered by date ranges and other parameters. - [Create custom journal entry](https://docs.layerfi.com/api-reference/v1/custom-journal-entries/create-custom-journal-entry.md): Creates a new custom journal entry for the specified business. The credits and debits must balance. - [Create multiple custom journal entries](https://docs.layerfi.com/api-reference/v1/custom-journal-entries/create-multiple-custom-journal-entries.md): Creates multiple custom journal entries in a single request. - [Fetch custom journal entry](https://docs.layerfi.com/api-reference/v1/custom-journal-entries/fetch-custom-journal-entry.md): Returns the custom journal entry associated with the provided ID. - [Update custom journal entry](https://docs.layerfi.com/api-reference/v1/custom-journal-entries/update-custom-journal-entry.md): Updates an existing custom journal entry. The credits and debits must balance. - [Reverse custom journal entry](https://docs.layerfi.com/api-reference/v1/custom-journal-entries/reverse-custom-journal-entry.md): Creates a reversal entry for a custom journal entry, cancelling it out and setting its `reversed_at` date. - [Fetch Journal Entry](https://docs.layerfi.com/api-reference/ledger/entries/get-journal-entry.md): This endpoint retrieves a journal entry within a business' general ledger. - [List ledger entries](https://docs.layerfi.com/api-reference/v1/list-ledger-entries.md): Returns ledger entries (journal entries) for the business. Supports filtering by date range, reporting basis, customer, vendor, and tags. Results are paginated. - [Export ledger entries to CSV](https://docs.layerfi.com/api-reference/v1/export-ledger-entries-csv.md): Exports ledger entries to a CSV file. Returns a presigned URL to download the file. - [Reverse Journal Entry](https://docs.layerfi.com/api-reference/ledger/entries/create-reversal-entry.md): This endpoint creates a reversal entry for an existing journal entry. - [Tag entities](https://docs.layerfi.com/api-reference/v1/tag-entities.md): Tag entities of a specified type with custom tags. This generic endpoint allows tagging of any supported entity type. When tagging a BANK_ACCOUNT, the tags are automatically applied to all transactions and opening balances associated with that bank account. - [Delete tags from entity](https://docs.layerfi.com/api-reference/v1/delete-tags-from-entity.md): Remove tags from entities of a specified type. This generic endpoint allows removing tags from any supported entity type. - [List tag dimensions](https://docs.layerfi.com/api-reference/v1/list-tag-dimensions.md): Returns a list of tag dimensions for the business. Tag dimensions define the structure and constraints for tags. - [Create tag dimension](https://docs.layerfi.com/api-reference/v1/create-tag-dimension.md): Creates a new tag dimension for the business. Tag dimensions define the structure and constraints for tags. - [Get tag dimension](https://docs.layerfi.com/api-reference/v1/get-tag-dimension.md): Returns a tag dimension by ID. - [Get tag dimension by key](https://docs.layerfi.com/api-reference/v1/get-tag-dimension-by-key.md): Returns a tag dimension by its key string. This is an alternative to fetching by UUID. - [Update tag dimension](https://docs.layerfi.com/api-reference/v1/update-tag-dimension.md): Updates a specific tag dimension. All fields are optional. - [Update tag dimension by key](https://docs.layerfi.com/api-reference/v1/update-tag-dimension-by-key.md): Updates a specific tag dimension by its key string. All fields are optional. - [List tag values](https://docs.layerfi.com/api-reference/v1/list-tag-value.md): Returns a list of tag values for the business. These are the predefined values that can be used when creating tags. - [Create tag value](https://docs.layerfi.com/api-reference/v1/create-tag-value.md): Creates a new tag value definition for a specific tag dimension. - [Update tag value](https://docs.layerfi.com/api-reference/v1/update-tag-value.md): Updates an existing tag value definition, including archiving/unarchiving functionality. - [List vehicles](https://docs.layerfi.com/api-reference/v1/list-vehicles.md): Returns a list of all vehicles for the specified business. Vehicles can be filtered by archived and deleted status. - [Create vehicle](https://docs.layerfi.com/api-reference/v1/create-vehicle.md): Creates a new vehicle for the specified business. This endpoint is idempotent using the `external_id` field as the idempotency key. - [Bulk create vehicles](https://docs.layerfi.com/api-reference/v1/bulk-create-vehicles.md): Creates multiple vehicles for the specified business in a single request. Maximum of 100 vehicles per request. This endpoint is idempotent using the `external_id` field as the idempotency key for each vehicle. - [Get vehicle](https://docs.layerfi.com/api-reference/v1/get-vehicle.md): Returns a single vehicle by ID. - [Update vehicle](https://docs.layerfi.com/api-reference/v1/update-vehicle.md): Partially updates a vehicle. Only provided fields will be updated. - [Archive vehicle](https://docs.layerfi.com/api-reference/v1/archive-vehicle.md): Archives a vehicle. Archived vehicles are hidden from the default list but can still be retrieved with the allow_archived parameter. - [Reactivate vehicle](https://docs.layerfi.com/api-reference/v1/reactivate-vehicle.md): Reactivates an archived vehicle, making it visible in the default vehicle list again. - [Delete vehicle](https://docs.layerfi.com/api-reference/v1/delete-vehicle.md): Deletes a vehicle. The vehicle must not have any trips associated with it and must not be archived. - [List trips](https://docs.layerfi.com/api-reference/v1/list-trips.md): Returns a paginated list of trips for the specified business. Trips can be filtered by date range, purpose, vehicle, and search query. - [Create trip](https://docs.layerfi.com/api-reference/v1/create-trip.md): Creates a new trip for the specified business. This endpoint is idempotent using the `external_id` field as the idempotency key. - [Bulk create trips](https://docs.layerfi.com/api-reference/v1/bulk-create-trips.md): Creates multiple trips for the specified business in a single request. Maximum of 100 trips per request. This endpoint is idempotent using the `external_id` field as the idempotency key for each trip. - [Get trip](https://docs.layerfi.com/api-reference/v1/get-trip.md): Returns a single trip by ID. - [Update trip](https://docs.layerfi.com/api-reference/v1/update-trip.md): Partially updates a trip. Only provided fields will be updated. - [Delete trip](https://docs.layerfi.com/api-reference/v1/delete-trip.md): Deletes a trip by marking it as deleted. - [Get address suggestions](https://docs.layerfi.com/api-reference/v1/get-address-suggestions.md): Returns address autocomplete suggestions for a partial address query, for use when entering trip start and end addresses. Pass the selected suggestion's `place_id` to the address details endpoint and to trip create/update. - [Get address details](https://docs.layerfi.com/api-reference/v1/get-address-details.md): Resolves a `place_id` from the address suggestions endpoint to a formatted address and coordinates. - [Get mileage summary](https://docs.layerfi.com/api-reference/v1/get-mileage-summary.md): Returns a summary of mileage statistics grouped by year and month, including total miles, business miles, personal miles, uncategorized miles, trip counts, and estimated deductions. - [List services](https://docs.layerfi.com/api-reference/v1/catalog/list-services.md): Returns a list of services in the service catalog for the specified business. - [Create service](https://docs.layerfi.com/api-reference/v1/catalog/create-service.md): Creates a new service in the catalog. If a service with the same external_id already exists, it will be updated instead. - [Get service](https://docs.layerfi.com/api-reference/v1/catalog/get-service.md): Retrieves a single service by ID. - [Update service](https://docs.layerfi.com/api-reference/v1/catalog/update-service.md): Partially updates a service. Only the fields provided in the request body will be updated. - [Delete service](https://docs.layerfi.com/api-reference/v1/catalog/delete-service.md): Soft deletes a service. Deleted services are excluded from listings by default but can still be retrieved with allow_deleted=true. - [List time entries](https://docs.layerfi.com/api-reference/v1/time-tracking/list-time-entries.md): Returns a paginated list of time entries for the specified business with optional filters. - [Create time entry](https://docs.layerfi.com/api-reference/v1/time-tracking/create-time-entry.md): Creates a new time entry. If a time entry with the same external_id already exists, it will be updated instead. - [Bulk create time entries](https://docs.layerfi.com/api-reference/v1/time-tracking/bulk-create-time-entries.md): Creates multiple time entries in a single request (maximum 100). Each entry follows the same create-or-update logic based on external_id. - [Get time entry](https://docs.layerfi.com/api-reference/v1/time-tracking/get-time-entry.md): Retrieves a single time entry by ID. - [Update time entry](https://docs.layerfi.com/api-reference/v1/time-tracking/update-time-entry.md): Partially updates a time entry. Only the fields provided in the request body will be updated. - [Get time entry summary](https://docs.layerfi.com/api-reference/v1/time-tracking/get-time-entry-summary.md): Returns aggregated summary statistics for time entries, including totals and breakdowns by customer and service. - [Preview invoice from time entries](https://docs.layerfi.com/api-reference/v1/time-tracking/get-invoice-preview.md): Generates an invoice preview from unbilled billable time entries for a specific customer. Returns invoice parameters that can be used to create an invoice. - [Loan object](https://docs.layerfi.com/api-reference/loan/loan.md) - [List loans](https://docs.layerfi.com/api-reference/v1/loans/list-loans.md): Returns a list of loans for the specified business. Results are paginated; see [Pagination](/api-details/pagination) for details. - [Create a loan](https://docs.layerfi.com/api-reference/v1/loans/create-loan.md): Creates a new loan for the specified business, or updates an existing one. If a loan with the same `external_id` already exists it is upserted: the loan fields are updated and, when `proceeds` is provided, its proceeds are reconciled by proceed `external_id`. A dedicated ledger account is created fo… - [Fetch a loan](https://docs.layerfi.com/api-reference/v1/loans/fetch-loan.md): Returns a single loan by ID. - [Update a loan](https://docs.layerfi.com/api-reference/v1/loans/update-loan.md): Updates a loan. Only the fields you include are changed. The request shape depends on `loan_type`. - [Archive a loan](https://docs.layerfi.com/api-reference/v1/loans/archive-loan.md): Archives a loan. Archived loans are excluded from list responses. - [List loan proceeds](https://docs.layerfi.com/api-reference/v1/loans/list-loan-proceeds.md): Returns all proceeds for a specific loan. - [Create a loan proceed](https://docs.layerfi.com/api-reference/v1/loans/create-loan-proceed.md): Adds a proceed to a loan. A proceed is either a cash `DISBURSEMENT` or an `ASSET` the loan financed. - [Fetch a loan proceed](https://docs.layerfi.com/api-reference/v1/loans/fetch-loan-proceed.md): Returns a single loan proceed by ID. - [Update a loan proceed](https://docs.layerfi.com/api-reference/v1/loans/update-loan-proceed.md): Updates a loan proceed. Only the fields you include are changed; the underlying ledger entries are reversed and re-posted to reflect the change. Reducing a proceed below the principal that has already been repaid is rejected. - [Archive a loan proceed](https://docs.layerfi.com/api-reference/v1/loans/archive-loan-proceed.md): Archives a loan proceed and reverses its ledger entries. The loan's total disbursed proceeds must still cover the principal that has been repaid, otherwise the request is rejected. - [List loan payments](https://docs.layerfi.com/api-reference/v1/loans/list-loan-payments.md): Returns a list of loan payments across all loans for the specified business. Results are paginated; see [Pagination](/api-details/pagination) for details. - [Create a loan payment](https://docs.layerfi.com/api-reference/v1/loans/create-loan-payment.md): Records a payment against a loan, split into principal, interest, and fee portions. Identify the loan with either `loan_id` or `loan_external_id`. - [Bulk create loan payments](https://docs.layerfi.com/api-reference/v1/loans/bulk-create-loan-payments.md): Creates or updates payments for a loan in a single atomic request. Items are upserted by `external_id`: payments matching an existing `external_id` are updated, all others are created. The response returns payments in request order. If any item is invalid, the entire batch is rejected. Items may omi… - [Fetch a loan payment](https://docs.layerfi.com/api-reference/v1/loans/fetch-loan-payment.md): Returns a single loan payment by ID. - [Update a loan payment](https://docs.layerfi.com/api-reference/v1/loans/update-loan-payment.md): Updates a loan payment. Only the fields you include are changed. A payment that is part of a customer payout cannot be updated. - [Archive a loan payment](https://docs.layerfi.com/api-reference/v1/loans/archive-loan-payment.md): Archives a loan payment. A payment that is part of a customer payout cannot be archived. - [List payments for a loan](https://docs.layerfi.com/api-reference/v1/loans/list-payments-for-loan.md): Returns all payments recorded against a specific loan. - [Asset object](https://docs.layerfi.com/api-reference/asset/asset.md) - [List assets](https://docs.layerfi.com/api-reference/v1/assets/list-assets.md): Returns a list of active fixed assets for the specified business. Results are paginated; see [Pagination](/api-details/pagination) for details. - [Create an asset](https://docs.layerfi.com/api-reference/v1/assets/create-asset.md): Creates a fixed asset for the specified business, or upserts an existing one: if an asset with the same `external_id` already exists it is updated in place. A dedicated ledger account is created for new assets. - [Fetch an asset](https://docs.layerfi.com/api-reference/v1/assets/fetch-asset.md): Returns a single asset by ID. - [Update an asset](https://docs.layerfi.com/api-reference/v1/assets/update-asset.md): Updates an asset. Only the fields you include are changed. - [Archive an asset](https://docs.layerfi.com/api-reference/v1/assets/archive-asset.md): Archives an asset. This also archives the asset's value updates and reverses their ledger entries. - [List asset value updates](https://docs.layerfi.com/api-reference/v1/assets/list-asset-value-updates.md): Returns a list of value updates across all assets for the specified business. Results are paginated; see [Pagination](/api-details/pagination) for details. - [Create an asset value update](https://docs.layerfi.com/api-reference/v1/assets/create-asset-value-update.md): Records a change to an asset's value (depreciation, improvement, impairment, or revaluation) and posts the corresponding journal entry. Identify the asset with either `asset_id` or `asset_external_id`. - [Fetch an asset value update](https://docs.layerfi.com/api-reference/v1/assets/fetch-asset-value-update.md): Returns a single asset value update by ID. - [Update an asset value update](https://docs.layerfi.com/api-reference/v1/assets/update-asset-value-update.md): Updates an asset value update. Changing the amount, type, account, or date re-posts the underlying journal entry. - [Archive an asset value update](https://docs.layerfi.com/api-reference/v1/assets/archive-asset-value-update.md): Archives an asset value update and reverses its ledger entry. - [List value updates for an asset](https://docs.layerfi.com/api-reference/v1/assets/list-value-updates-for-asset.md): Returns all value updates recorded for a specific asset. - [Profit and Loss object](https://docs.layerfi.com/api-reference/reports/pnl/pnl.md) - [Profit and Loss Details object](https://docs.layerfi.com/api-reference/reports/pnl/pnl-details.md) - [Retrieve a Profit and Loss](https://docs.layerfi.com/api-reference/reports/pnl/get.md): This endpoint retrieves a profit and loss. - [Retrieve Profit and Loss Details](https://docs.layerfi.com/api-reference/reports/pnl/get-pnl-details.md): This endpoint retrieves the Profit and Loss Details for a business. - [Fetch P&L summaries](https://docs.layerfi.com/api-reference/v1/fetch-p&l-summaries.md): Returns profit and loss summaries over a specified time range. This endpoint is useful for displaying charts and comparisons, as the summaries are less detailed than the full P&L report but a range of months can be queried at the same time. - [Fetch P&L summary](https://docs.layerfi.com/api-reference/v1/fetch-p&l-summary.md): Returns a profit and loss summary for a single arbitrary date range. Unlike the monthly summaries endpoint which returns per-month breakdowns, this endpoint aggregates the entire specified period into one summary. Both date bounds are optional: omitting start_date uses the business activation date,… - [Fetch P&L report](https://docs.layerfi.com/api-reference/v1/fetch-p&l-report.md): Returns a detailed profit and loss report for a specified time period. This endpoint provides comprehensive financial data including revenue, expenses, and net income calculations. - [Fetch P&L line items](https://docs.layerfi.com/api-reference/v1/fetch-p&l-line-items.md): Returns detailed line item information for a specific P&L account or category over a specified time period. - [Create P&L comparisons](https://docs.layerfi.com/api-reference/v1/create-p&l-comparisons.md): Compare Profit & Loss views across time periods and/or tags. This endpoint allows specifying multiple time periods (specified in months, years, or custom date ranges) and tags and will generate a comparison for every combination. Note that this endpoint is retrieval only, but uses a `POST` HTTP verb… - [Export P&L as CSV](https://docs.layerfi.com/api-reference/v1/export-p&l-as-csv.md): Exports a profit and loss report as a CSV file. Returns a pre-signed URL for downloading the generated CSV file. - [Export P&L as Excel](https://docs.layerfi.com/api-reference/v1/export-p&l-as-excel.md): Exports a profit and loss report as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. - [Export P&L line items as Excel](https://docs.layerfi.com/api-reference/v1/export-p&l-line-items-as-excel.md): Exports detailed P&L line item information as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. - [Export month-over-month P&L](https://docs.layerfi.com/api-reference/v1/export-month-over-month-p&l.md): Exports a month-over-month profit and loss comparison as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. - [Export P&L comparison as CSV](https://docs.layerfi.com/api-reference/v1/export-p&l-comparison-as-csv.md): Exports a profit and loss comparison report as a CSV file. Returns a pre-signed URL for downloading the generated CSV file. - [Balance Sheet object](https://docs.layerfi.com/api-reference/reports/balance-sheet/balance-sheet.md) - [Retrieve a Balance Sheet](https://docs.layerfi.com/api-reference/reports/balance-sheet/get-balance-sheet.md): This endpoint retrieves a balance sheet. - [Fetch balance sheet](https://docs.layerfi.com/api-reference/v1/fetch-balance-sheet.md): Returns a balance sheet report showing assets, liabilities, and equity at a specific point in time. - [Export balance sheet as CSV](https://docs.layerfi.com/api-reference/v1/export-balance-sheet-as-csv.md): Exports a balance sheet report as a CSV file. Returns a pre-signed URL for downloading the generated CSV file. - [Export balance sheet as Excel](https://docs.layerfi.com/api-reference/v1/export-balance-sheet-as-excel.md): Exports a balance sheet report as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. - [Cash Flow Statement object](https://docs.layerfi.com/api-reference/reports/cash-flow-statement/cash-flow-statement.md) - [Retrieve a Cash Flow Statement](https://docs.layerfi.com/api-reference/reports/cash-flow-statement/get-cash-flow-statement.md): This endpoint retrieves a cash flow statement. - [Fetch cashflow statement](https://docs.layerfi.com/api-reference/v1/fetch-cashflow-statement.md): Returns a cashflow statement showing cash inflows and outflows over a specified time period. - [Export cashflow statement as CSV](https://docs.layerfi.com/api-reference/v1/export-cashflow-statement-as-csv.md): Exports a cashflow statement as a CSV file. Returns a pre-signed URL for downloading the generated CSV file. - [Fetch AR aging report](https://docs.layerfi.com/api-reference/v1/fetch-ar-aging-report.md): Returns an accounts receivable aging report showing outstanding invoices grouped by customer and aging buckets. This report helps track overdue payments and manage cash flow. - [Fetch AR aging detail for a customer](https://docs.layerfi.com/api-reference/v1/fetch-ar-aging-detail-for-a-customer.md): Returns detailed accounts receivable aging information for a specific customer, including outstanding balances broken down by aging buckets (current, 1-30 days, 31-60 days, 61-90 days, 91+ days). - [Fetch AP aging report](https://docs.layerfi.com/api-reference/v1/fetch-ap-aging-report.md): Returns an accounts payable aging report showing outstanding bills grouped by vendor and aging buckets. - [Export AP aging report as Excel](https://docs.layerfi.com/api-reference/v1/export-ap-aging-report-as-excel.md): Exports an accounts payable aging report as an Excel file. Returns a pre-signed URL for downloading the generated Excel file. - [Fetch Schedule C report](https://docs.layerfi.com/api-reference/v1/fetch-schedule-c-report.md): Returns a Schedule C (Form 1040) report for sole proprietors, showing income and expenses mapped to IRS Schedule C line items. This endpoint requires the business's chart of accounts to have Schedule C mappings configured. - [Create tax packet](https://docs.layerfi.com/api-reference/v1/create-tax-packet.md): Creates a new tax packet request for generating comprehensive tax reporting documents including P&L reports, general ledger details, and account transactions. - [List tax packets](https://docs.layerfi.com/api-reference/v1/list-tax-packets.md): Returns a list of tax packet requests for the business, optionally filtered by year or including archived requests. - [Overview](https://docs.layerfi.com/api-reference/v1/tax-estimates/overview.md) - [Get tax summary](https://docs.layerfi.com/api-reference/v1/tax-estimates/get-tax-summary.md): Returns a summary of projected taxes owed with breakdown by federal and state tax components. This provides a high-level overview of total taxes due, what has been paid, and what remains owed. - [Get tax overview](https://docs.layerfi.com/api-reference/v1/tax-estimates/get-tax-overview.md): Returns high-level tax summary for dashboard display. Each summary field includes a corresponding URL for retrieving itemized breakdowns. - [Get tax details](https://docs.layerfi.com/api-reference/v1/tax-estimates/get-tax-details.md): Returns detailed breakdown of tax calculations including adjusted gross income, deductions, and federal taxes. - [Get tax checklist](https://docs.layerfi.com/api-reference/v1/tax-estimates/get-tax-checklist.md): Returns actionable items that need user attention for tax preparation. - [Get tax payments](https://docs.layerfi.com/api-reference/v1/tax-estimates/get-tax-payments.md): Returns quarterly tax payment history and tracking. - [Get tax profile](https://docs.layerfi.com/api-reference/v1/tax-estimates/get-tax-profile.md): Returns the current tax profile configuration. Does NOT create or modify data. - [Create tax profile](https://docs.layerfi.com/api-reference/v1/tax-estimates/create-tax-profile.md): Creates a new tax profile for the business. - [Update tax profile](https://docs.layerfi.com/api-reference/v1/tax-estimates/update-tax-profile.md): Updates an existing tax profile for the business. - [Export tax documents](https://docs.layerfi.com/api-reference/v1/tax-estimates/export-tax-documents.md): Generates tax documents for download. Returns a pre-signed S3 URL. - [Fetch data sync validation totals](https://docs.layerfi.com/api-reference/v1/fetch-data-sync-validation-totals.md): Returns accounting totals that you can compare with the source system after syncing or backfilling sales data. Invoice-derived totals use the accrual basis, while payment processor fees use the cash basis. All monetary values are in cents. See the [sales data backfill validation guide](/guides/valid… - [List bookkeeping businesses](https://docs.layerfi.com/api-reference/v1/list-bookkeeping-businesses.md): Returns a paginated list of businesses enrolled in bookkeeping for the authenticated client. Businesses with NOT_PURCHASED status are excluded. Designed for lightweight discovery and analytics dashboards. - [Fetch bookkeeping reporting status](https://docs.layerfi.com/api-reference/v1/fetch-bookkeeping-reporting-status.md): Returns a rich bookkeeping status summary for a single business, including enrollment dates, periods waiting on the business, latest fully closed period, pending tasks, disconnected bank accounts, and last inbound SMS. - [Fetch bookkeeping reporting periods](https://docs.layerfi.com/api-reference/v1/fetch-bookkeeping-reporting-periods.md): Returns the current bookkeeping status summary together with historical bookkeeping periods for a business. Periods include simplified external status, billing status, closing timeline milestones, and per-period task metrics. Newest periods are returned first; inactive and ongoing periods are exclud… - [Create billing report export](https://docs.layerfi.com/api-reference/v1/create-billing-report-export.md): Submits an async request to generate a rolling 3-month bookkeeping billing report (XLSX) for the authenticated client. Returns immediately with an export resource; poll GET /v1/exports/{exportId} or subscribe to export.completed / export.failed webhooks for completion. - [List exports](https://docs.layerfi.com/api-reference/v1/list-exports.md): Returns async export requests for the authenticated client, newest first. Optionally filter by business_id. - [Fetch export](https://docs.layerfi.com/api-reference/v1/fetch-export.md): Returns a single async export request for the authenticated client. When status is completed, download_url contains a presigned link to the generated file. - [Fetch client accounting configuration](https://docs.layerfi.com/api-reference/v1/fetch-client-accounting-configuration.md): Returns the accounting configuration for the specified client. This includes settings such as the default reporting basis and books closure information at the client level. - [Update client accounting configuration](https://docs.layerfi.com/api-reference/v1/update-client-accounting-configuration.md): Updates the accounting configuration for the specified client. This allows you to modify settings such as the default reporting basis and mark books as closed at the client level. - [Fetch SMS configuration](https://docs.layerfi.com/api-reference/sms/sms.md): Returns the SMS settings for the business associated with the provided business id. Currently this setting is an `enabled` flag. Note that SMS must be enabled on both a platform level (see /v1/configure/sms) and an individual business level in order to receive SMS messages. - [Set SMS Configuration](https://docs.layerfi.com/api-reference/sms/set.md): Updates the SMS configuration on your Layer account. - [Retrieve SMS Configuration](https://docs.layerfi.com/api-reference/sms/get.md): Retrieves an SMS configuration for your Layer account. - [Fetch platform activity summary](https://docs.layerfi.com/api-reference/v1/fetch-platform-activity-summary.md): Generates a platform activity summary with monthly breakdowns across all businesses. This is the v2 version that provides more detailed monthly analytics. - [Fetch business activities](https://docs.layerfi.com/api-reference/v1/fetch-business-activities.md): Generates a list of activities for a specific business. Activities include categorization, SMS, and other business-specific events. This endpoint is paginated, see [Pagination](/api-details/pagination) for details. This v2 endpoint uses the same response format as v1. - [Fetch business activity metrics](https://docs.layerfi.com/api-reference/v1/fetch-business-activity-summary.md): Generates a monthly activity summary for a specific business, including SMS, categorization, and external account connection metrics. This v2 endpoint supports an optional date range and returns a monthly breakdown format. - [Plaid Configuration object](https://docs.layerfi.com/api-reference/plaid/plaid.md) - [Set Plaid Credentials](https://docs.layerfi.com/api-reference/plaid/set.md): Sets Plaid credentials to be used with your Layer account. - [Retrieve Plaid Configuration](https://docs.layerfi.com/api-reference/plaid/get.md): Retrieves a Plaid configuration for your Layer account. - [Fetch Stripe configuration](https://docs.layerfi.com/api-reference/v1/fetch-stripe-configuration.md): Fetch the current platform Stripe configuration. Platform configuration includes the stripe secret used for API access, while business-level configuration includes specific Stripe entity IDs such as a Stripe connect account. - [Update Stripe configuration](https://docs.layerfi.com/api-reference/v1/update-stripe-configuration.md): Update the current platform Stripe configuration. Platform configuration includes the stripe secret used for API access, while business-level configuration includes specific Stripe entity IDs such as a Stripe connect account. - [List Check payroll configs](https://docs.layerfi.com/api-reference/v1/list-check-payroll-configs.md): Returns all Check payroll configurations for the given business. - [Create Check payroll config](https://docs.layerfi.com/api-reference/v1/create-check-payroll-config.md): Creates a new Check payroll configuration for the given business. If a config with the same `check_company_id` already exists, this is a no-op and returns 200. - [Delete Check payroll config](https://docs.layerfi.com/api-reference/v1/delete-check-payroll-config.md): Archives the specified Check payroll configuration, removing it from active use. - [Fetch Quickbooks configuration](https://docs.layerfi.com/api-reference/v1/fetch-quickbooks-configuration.md): Fetch the current platform Quickbooks configuration. - [Update Quickbooks configuration](https://docs.layerfi.com/api-reference/v1/update-quickbooks-configuration.md): Update the current platform Quickbooks configuration. - [Get connection status](https://docs.layerfi.com/api-reference/v1/get-connection-status.md): Returns the connection status of Quickbooks for a business. To create new connections, use Quickbooks connection component. Businesses who have not connected a Quickbooks account will have a response with `is_connected` set to false. - [Sync from Quickbooks](https://docs.layerfi.com/api-reference/v1/sync-from-quickbooks.md): Syncs Quickbooks data for a business. This endpoint can be used to manually trigger a sync from Quickbooks. - [Authorize Quickbooks OAuth flow](https://docs.layerfi.com/api-reference/v1/authorize-quickbooks-oauth-flow.md): This API call begins an OAuth flow to connect a Quickbooks account to a business. It will manage the CSRF token state internally and this API call will return the redirect URL for the OAuth flow. - [List Quickbooks accounts](https://docs.layerfi.com/api-reference/v1/list-quickbooks-accounts.md): This API call lists all Quickbooks accounts for a business. - [Fetch Quickbooks account](https://docs.layerfi.com/api-reference/v1/fetch-quickbooks-account.md): This API call fetches a specific Quickbooks account for a business. - [Update Quickbooks account mapping](https://docs.layerfi.com/api-reference/v1/update-quickbooks-account-mapping.md): This API call updates the mapping of a Quickbooks account to a Layer ledger account. - [Plaid](https://docs.layerfi.com/integrations/banking/plaid.md): Import your customers' external bank account and credit card activity into Layer with Plaid. - [MX](https://docs.layerfi.com/integrations/banking/mx.md): Import bank account activity aggregated through MX into your customers' books. - [Finicity](https://docs.layerfi.com/integrations/banking/finicity.md): Import bank account activity aggregated through Finicity into your customers' books. - [Stripe Treasury](https://docs.layerfi.com/integrations/banking/stripe.md): Sync activity from Stripe Treasury financial accounts into your customers' books. - [Unit](https://docs.layerfi.com/integrations/banking/unit.md): Sync activity from Unit-powered bank accounts and cards into your customers' books. - [CapitalOS](https://docs.layerfi.com/integrations/banking/capitalos.md): Sync spend from CapitalOS-powered charge cards into your customers' books. - [Stripe Payments](https://docs.layerfi.com/integrations/payments/stripe.md): Import payments and payouts from Stripe into your customers' books. - [Rainforest](https://docs.layerfi.com/integrations/payments/rainforest.md): Import payments and payouts from Rainforest into your customers' books. - [Adyen](https://docs.layerfi.com/integrations/payments/adyen.md): Import payments and payouts from Adyen into your customers' books. - [Moov](https://docs.layerfi.com/integrations/payments/moov.md): Import payments and transfers from Moov into your customers' books. - [PayPal](https://docs.layerfi.com/integrations/payments/paypal.md): Import payments and payouts from PayPal into your customers' books. - [Stripe Capital](https://docs.layerfi.com/integrations/lending/stripe-capital.md): Sync Stripe Capital financing activity into your customers' books. - [Parafin](https://docs.layerfi.com/integrations/lending/parafin.md): Sync Parafin capital activity into your customers' books. - [Fundbox](https://docs.layerfi.com/integrations/lending/fundbox.md): Sync Fundbox working capital activity into your customers' books. - [Pipe](https://docs.layerfi.com/integrations/lending/pipe.md): Sync Pipe capital activity into your customers' books. - [Check](https://docs.layerfi.com/integrations/payroll/check.md): Integrate Check Payroll with Layer to sync payroll data into your customers' books. - [Salsa](https://docs.layerfi.com/integrations/payroll/salsa.md): Sync payroll from Salsa embedded payroll into your customers' books. - [Gusto Embedded](https://docs.layerfi.com/integrations/payroll/gusto-embedded.md): Sync payroll from Gusto Embedded into your customers' books. - [April](https://docs.layerfi.com/integrations/tax/april.md): Power embedded tax filing with Layer-maintained, tax-ready financials. - [Snowflake](https://docs.layerfi.com/integrations/data-warehouses/snowflake.md): Export your customers' accounting data from Layer to your Snowflake warehouse. - [Amazon S3](https://docs.layerfi.com/integrations/data-warehouses/amazon-s3.md): Export your customers' accounting data from Layer to an Amazon S3 bucket. - [Google Cloud Storage](https://docs.layerfi.com/integrations/data-warehouses/google-cloud-storage.md): Export your customers' accounting data from Layer to a Google Cloud Storage bucket. - [Mixpanel](https://docs.layerfi.com/integrations/analytics/mixpanel.md): Send usage events from Layer's embedded components to Mixpanel. - [Pendo](https://docs.layerfi.com/integrations/analytics/pendo.md): Send usage events from Layer's embedded components to Pendo. - [PostHog](https://docs.layerfi.com/integrations/analytics/posthog.md): Send usage events from Layer's embedded components to PostHog. - [LayerProvider context](https://docs.layerfi.com/embedded-components/layerprovider-context.md) - [Styling](https://docs.layerfi.com/embedded-components/styling.md) - [Detecting errors](https://docs.layerfi.com/embedded-components/callbacks.md) - [UI Events](https://docs.layerfi.com/embedded-components/ui-events.md) - [In-App Linking](https://docs.layerfi.com/embedded-components/linking.md) - [Link Accounts (Onboarding)](https://docs.layerfi.com/embedded-components/components/link-accounts.md): Onboarding component which walks users through connecting business accounts. - [Linked Accounts](https://docs.layerfi.com/embedded-components/components/linked-accounts.md): Bank accounts and credit cards connected to Layer. - [Bank Transactions](https://docs.layerfi.com/embedded-components/components/bank-transactions.md): Bank account and credit card transactions ingested into Layer. - [Chart](https://docs.layerfi.com/embedded-components/components/pnl-chart.md): Chart of revenue, expenses, and profit for the last 12 months. - [P&L Breakdown Charts](https://docs.layerfi.com/embedded-components/components/pnl-breakdown-charts.md): Itemized breakdown of revenue and expenses. - [Summary Cards](https://docs.layerfi.com/embedded-components/components/pnl-cards.md): Summarized Profit & Loss or cash flow metrics. - [Report](https://docs.layerfi.com/embedded-components/components/pnl-table.md): The full Profit & Loss report. - [Balance Sheet](https://docs.layerfi.com/embedded-components/components/balance-sheet.md): The Balance Sheet report. - [Cash Flow Statement](https://docs.layerfi.com/embedded-components/components/cash-flow-statement.md): The Cash Flow Statement report. - [Chart of Accounts](https://docs.layerfi.com/embedded-components/components/chart-of-accounts.md): List of all accounts within the general ledger. - [Journal](https://docs.layerfi.com/embedded-components/components/journal.md): All journal entries in the general ledger. - [Tasks](https://docs.layerfi.com/embedded-components/components/tasks.md): Bookkeeping task list for business owners. - [Global Month Picker](https://docs.layerfi.com/embedded-components/components/global-month-picker.md): Month picker that controls the global date range. - [Global Date Range Selection](https://docs.layerfi.com/embedded-components/components/global-date-range-selection.md): Global date range selection control with period presets and custom start/end dates. - [Accounting Overview](https://docs.layerfi.com/embedded-components/pages/accounting-overview.md): Accounting Overview Page. - [Bookkeeping Overview](https://docs.layerfi.com/embedded-components/pages/bookkeeping-overview.md): Bookkeeping Overview Page. - [Solopreneur Overview](https://docs.layerfi.com/embedded-components/pages/solopreneur-overview.md): Solopreneur Overview Page. - [Bank Accounts and Transactions](https://docs.layerfi.com/embedded-components/pages/bank-transactions-with-linked-accounts.md): Bank Accounts and Transactions Page. - [Reports](https://docs.layerfi.com/embedded-components/pages/unified-reports.md): Unified reporting layout. - [Reports (Deprecated)](https://docs.layerfi.com/embedded-components/pages/reports.md): Combined reports view. - [General Ledger](https://docs.layerfi.com/embedded-components/pages/general-ledger-view.md): General Ledger View. - [Invoices](https://docs.layerfi.com/embedded-components/components/invoices.md): Invoice management with creation, editing, payment tracking, and status management. - [Mileage Tracking](https://docs.layerfi.com/embedded-components/pages/mileage-tracking.md): Mileage tracking page with trip management and deduction calculations. - [Time Tracking](https://docs.layerfi.com/embedded-components/pages/time-tracking.md): Time tracking page with a live timer, manual time entries, and a service catalog. - [Tax Estimates](https://docs.layerfi.com/embedded-components/pages/tax-estimates.md): Tax estimates page with quarterly payment tracking and tax profile management. - [Landing Page](https://docs.layerfi.com/embedded-components/components/landing-page.md): Landing page showcasing Layer accounting and bookkeeping services. - [Overview](https://docs.layerfi.com/insights/mcp-server.md): How Layer's MCP server gives AI agents access to accounting data and bookkeeping actions. - [Authentication](https://docs.layerfi.com/insights/mcp-server/business-scoped-access.md): Connect an MCP client in platform mode, provisioned business mode, or Layer-token passthrough. - [Financial reports](https://docs.layerfi.com/insights/mcp-server/financial-reports.md): Start with get_financial_report, then use specialized P&L, ledger, export, and tax tools. - [Transaction categorization](https://docs.layerfi.com/insights/mcp-server/transaction-categorization.md): Categorize, match, uncategorize, and manage rules for bank transactions. - [Tags and journal entries](https://docs.layerfi.com/insights/mcp-server/tags-and-journals.md): Tag dimensions and values, apply or merge tags, and post custom journal entries. - [Receipts](https://docs.layerfi.com/insights/mcp-server/receipts.md): Prepare a receipt upload, PUT bytes to S3, then complete. Never send base64 through the model. - [Bank connections and custom imports](https://docs.layerfi.com/insights/mcp-server/bank-connections.md): Hosted Plaid Link, repair, confirm accounts, and JSON custom bank imports. - [Invoices and AR import](https://docs.layerfi.com/insights/mcp-server/invoices-and-ar.md): Customers, invoices, payments, refunds, payouts, and customer credits. Use external_id for idempotent imports. - [Bills and AP import](https://docs.layerfi.com/insights/mcp-server/bills-and-ap.md): Vendors, bills, bill payments, vendor credits, refunds, payouts, and expenses. - [Tax](https://docs.layerfi.com/insights/mcp-server/tax.md): Tax estimates, checklist, profile, Schedule C, packets, and document export. - [Loans and assets](https://docs.layerfi.com/insights/mcp-server/loans-and-assets.md): Loan, proceed, payment, and asset tools for MCP agents. - [QuickBooks](https://docs.layerfi.com/insights/mcp-server/quickbooks.md): Authorize QuickBooks Online, poll connection status, sync, map accounts, and unlink. - [Categorizing Bank Transactions](https://docs.layerfi.com/insights/business-use-cases/basic-smb-transaction-categorization.md): Use Layer MCP tools to help an SMB review, categorize, and match bank transactions. - [Trailing 3 Months P&L](https://docs.layerfi.com/insights/business-use-cases/trailing-three-month-pnl.md): Use Layer MCP tools to explain recent profit and loss trends. - [Seasonality Analysis by Quarter](https://docs.layerfi.com/insights/business-use-cases/seasonality-analysis-by-quarter.md): Use Layer MCP report tools to compare quarterly trends and seasonal business patterns. - [Platform MCP](https://docs.layerfi.com/insights/platform-use-cases.md): How platform owners can use Layer MCP tools to draw insights across customer businesses. - [Platform session](https://docs.layerfi.com/insights/mcp-server/platform-session.md): Set the active business, onboard businesses, and run platform analytics and billing exports. ## OpenAPI Specs - [openApiSpec](/openApiSpec.json) ## Optional - [Status](https://status.layerfi.com/)