# Finta

- [Welcome](https://finta.lol/docs/welcome.md)
- [Incorporation Basics](https://finta.lol/docs/incorporation.md)
- [Incorporation Checklist](https://finta.lol/docs/checklist.md)
- [Incorporation Mistakes](https://finta.lol/docs/incorporation-mistakes.md)
- [Working with Lawyers](https://finta.lol/docs/lawyers.md)
- [Captable Basics](https://finta.lol/docs/captable.md)
- [Qualified Small Business Stock](https://finta.lol/docs/qsbs.md)
- [Investors](https://finta.lol/docs/investors.md)
- [Valuations](https://finta.lol/docs/valuations.md)
- [Pitching](https://finta.lol/docs/pitching.md)
- [Closing](https://finta.lol/docs/closing.md)
- [Investor Updates](https://finta.lol/docs/investor-updates.md)
- [Receipts](https://finta.lol/docs/receipts.md)
- [Reimbursements](https://finta.lol/docs/reimburse.md)
- [Expenses](https://finta.lol/docs/expenses.md)
- [Requirements](https://finta.lol/docs/requirements.md)
- [Deadlines](https://finta.lol/docs/deadlines.md)
- [Form-1099s](https://finta.lol/docs/1099.md)
- [Delaware Franchise Tax](https://finta.lol/docs/delaware.md)
- [California Taxes](https://finta.lol/docs/california.md)
- [Rhode Island Taxes](https://finta.lol/docs/rhode-island.md)
- [R&D Tax Credits](https://finta.lol/docs/credits.md)
- [Questions or Feedback](https://finta.lol/docs/contact.md): Questions or feedback about the Finta Guide? Email andy@finta.lol.
- [Introduction](https://finta.lol/docs/api-reference/introduction.md): Get started with the Finta API
- [Data Model](https://finta.lol/docs/api-reference/data-model.md): How transactions, journal entries, and reports fit together
- [Pagination](https://finta.lol/docs/api-reference/pagination.md): Navigate large result sets with cursor-based pagination
- [Incremental Sync](https://finta.lol/docs/api-reference/incremental-sync.md): Keep a local copy of transactions current without refetching everything
- [Usage Limits](https://finta.lol/docs/api-reference/usage-limits.md): Rate limits, monthly call limits, and how they are enforced
- [Errors](https://finta.lol/docs/api-reference/errors.md): API error codes and how to resolve them
- [Retrieve company](https://finta.lol/docs/api-reference/company/retrieve-company.md): Returns the authenticated company's metadata including legal details and address.
- [Create invitation](https://finta.lol/docs/api-reference/team/create-invitation.md): Creates an invitation in the API key's company as the key owner. Requires API access Manage and Team & access Manage. The caller cannot grant access they do not have. Requires JSON with nonblank first_name, last_name, email, and access_template. Unknown fields are rejected. Query parameters do not s…
- [Revoke invitation](https://finta.lol/docs/api-reference/team/revoke-invitation.md): Revokes a pending invitation through the existing company-scoped service. Requires API access Manage and Team & access Manage, using the API key's person and company. Existing account, subscription, staging and usage checks apply; no additional Growth or RBAC gate. Target-management authorization re…
- [Update invitation](https://finta.lol/docs/api-reference/team/update-invitation.md): Updates only the permissions of a pending invitation in the API key's company. Requires API access Manage, Team & access Manage, RBAC enabled, and an active or trialing Growth subscription for every edit, including Admin and unchanged requests. The person must be allowed both to manage the invitatio…
- [Resend invitation](https://finta.lol/docs/api-reference/team/resend-invitation.md): Resends a pending invitation using only its public ID. Send no request body or query parameters; no Content-Type header is required for the bodyless POST. Bodies (including an empty JSON object or the former version field) and query parameters are rejected with invalid_request. The backend loads the…
- [Retrieve team](https://finta.lol/docs/api-reference/team/retrieve-team.md): Returns the company's team as one document: active and inactive members plus pending invitations, in the same order as the Settings team page. Deleted memberships and non-pending invitations are excluded. Finta support staff with a membership appear as ordinary members; there is no staff marker. Act…
- [List categories](https://finta.lol/docs/api-reference/categories/list-categories.md): Returns all categories (tiers 1-3) for the authenticated company, ordered by tier, position, and name.
- [List rules](https://finta.lol/docs/api-reference/rules/list-rules.md): Returns complete company automation rules, including rules created in the UI, newest first with a descending internal-ID tie-breaker. Requires Accounting setup: View and API access: Manage. Global, internal/system, category-owned, and department-owned rules are excluded. Conditions are a flat AND li…
- [Create rule](https://finta.lol/docs/api-reference/rules/create-rule.md): Saves a company automation rule and returns its complete definition. Requires API access: Manage and Accounting setup: Manage. Historical application additionally requires Transactions: Manage, rechecked at execution. apply_to_existing_transactions is a strict boolean defaulting to true; false saves…
- [Retrieve rule](https://finta.lol/docs/api-reference/rules/retrieve-rule.md): Returns one complete company automation rule using exactly the same representation as List rules, including UI-created rules. Requires Accounting setup: View and API access: Manage. Unknown, deleted, foreign-company, global, internal/system, category-owned, and department-owned rules return the same…
- [Delete rule](https://finta.lol/docs/api-reference/rules/delete-rule.md): Deletes a company automation rule. Accepts no request body, including an empty JSON object. Requires Accounting setup: Manage, Transactions: Manage and API access: Manage on every request, including retries for absent IDs. Permission checks precede body and ID validation, so callers missing Transact…
- [Update rule](https://finta.lol/docs/api-reference/rules/update-rule.md): Updates future matching only; never runs history or repairs past transactions. Requires Accounting setup: Manage and API access: Manage; Transactions: Manage is not required. Supplied action fields merge into existing actions. Omitted fields stay unchanged and null removes an action from the rule, n…
- [List departments](https://finta.lol/docs/api-reference/departments/list-departments.md): Returns the authenticated company's department hierarchy in display order. Only leaf departments with `assignable: true` can be assigned to transactions.
- [List integrations](https://finta.lol/docs/api-reference/integrations/list-integrations.md): Returns every integration available to the authenticated company with its connection status.
- [Retrieve connect request](https://finta.lol/docs/api-reference/integrations/retrieve-connect-request.md): Returns the latest connection request you started for this integration with `POST /integrations/{key}/connect`. Poll it to follow the connection; it never changes anything. Follow each response's `instructions`.
- [Connect integration](https://finta.lol/docs/api-reference/integrations/connect-integration.md): Returns a link that a person opens to connect this integration to the company. The API cannot connect a provider by itself: the provider requires the account holder to sign in and approve access in a browser. This endpoint starts that flow and hands you the link. Only integrations with `api_connecta…
- [Retrieve total](https://finta.lol/docs/api-reference/aggregations/retrieve-total.md): Calculates one signed total for the requested category and its descendants.
- [List accounts](https://finta.lol/docs/api-reference/transactions/list-accounts.md): Lists the authenticated company's locally known transaction-source accounts using stable, opaque acct_ IDs, including accounts without transactions and retained accounts whose provider records were deleted. Includes bank, credit, and synthetic sources; these are not chart-of-accounts categories. Inv…
- [Create account](https://finta.lol/docs/api-reference/transactions/create-account.md): Creates a manual bank or credit account that transactions can be uploaded to. Returns `201` with the new account, or `200` with an existing manual account of the same `type` whose `vendor` and `account_name` match (ignoring case and whitespace), so retrying is safe. Requires API access and Transacti…
- [List cards](https://finta.lol/docs/api-reference/transactions/list-cards.md): Lists the authenticated company's locally known individual cards using stable, opaque card_ IDs. Includes inactive cards, cards without booked transactions, and retained identities after provider deletion. Dedicated inventory covers Brex, Ramp, Mercury, and Slash. Rho cards are known only from store…
- [Bulk update transactions](https://finta.lol/docs/api-reference/transactions/bulk-update-transactions.md): Accepts one asynchronous all-or-nothing operation for at most 5,000 transactions. Supply exactly one non-empty selector and a non-empty updates object. Filters combine with AND and select pre-update values. Split parents and all split-derived records are excluded from filters; explicit split IDs fai…
- [Retrieve job](https://finta.lol/docs/api-reference/transactions/retrieve-job.md): Returns whole-job status and counts with a page of stable error details. updated_count counts distinct transactions with actual committed changes. A failed job returns HTTP 200 with zero updates and actionable errors. Success means edits and durable refresh scheduling committed; derived reports may…
- [List transactions](https://finta.lol/docs/api-reference/transactions/list-transactions.md): Returns a paginated list of transactions for the authenticated company, ordered by date descending.
- [Retrieve transaction](https://finta.lol/docs/api-reference/transactions/retrieve-transaction.md): Returns one transaction available to the authenticated company.
- [Update transaction](https://finta.lol/docs/api-reference/transactions/update-transaction.md): Updates one or more dashboard-editable fields. Send any non-empty subset of `merchant`, `category_id`, `department_id`, `accounting_date`, and `spread`.
- [List journal entries](https://finta.lol/docs/api-reference/journal-entries/list-journal-entries.md): Returns a paginated list of journal entries for the authenticated company, ordered by date descending.
- [Retrieve journal entry](https://finta.lol/docs/api-reference/journal-entries/retrieve-journal-entry.md): Returns one journal entry for the authenticated company. The response has the same shape as each item returned by `GET /journal_entries`.
- [List merchants](https://finta.lol/docs/api-reference/parties/list-merchants.md): Lists the distinct merchant and counterparty names recorded for the requested category and its descendants.
- [Retrieve income statement](https://finta.lol/docs/api-reference/reports/retrieve-income-statement.md): Returns the income statement (profit & loss) for the given date range. Defaults to the current quarter.
- [Retrieve balance sheet](https://finta.lol/docs/api-reference/reports/retrieve-balance-sheet.md): Returns the balance sheet as of the given date. Defaults to today.
- [Retrieve cash flow statement](https://finta.lol/docs/api-reference/reports/retrieve-cash-flow-statement.md): Returns the cash flow statement for the given date range. Defaults to the current quarter.
- [Introduction](https://finta.lol/docs/mcp/introduction.md): Connect Claude and other AI tools to your company's books in Finta

## OpenAPI Specs

- [openapi](/docs/openapi.yaml)


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