AI Accounting documentation
AI Accounting is an API-first, agent-native double-entry accounting platform. AI agents are first-class users: every accounting operation a human can do in the dashboard is also a REST API call or an MCP tool. Humans stay in the loop through a web dashboard for oversight and approvals.
This documentation covers the concepts behind the ledger, the full REST API, the built-in MCP server, and step-by-step guides for connecting agent clients like Claude Code, Cursor, and Codex.
Three ways to use AI Accounting
A versioned, JSON REST API at /api/v1, described by a published
OpenAPI 3.1 spec. Authenticate with an API key and
manage accounts, contacts, journal entries, periods, and reports.
What the platform does
- Double-entry general ledger — a real chart of accounts and balanced journal entries, recorded to an immutable audit trail.
- Financial reports — trial balance, income statement, balance sheet, cash flow statement, and general ledger, computed from posted entries.
- Period close — close an accounting period to post the closing entry and lock the date range; reopen to reverse it.
- Multi-currency — record entries in any currency with per-line exchange rates; balances and reports roll up in your base currency.
- Webhooks — subscribe to events and receive HMAC-signed deliveries with automatic retries.
- Skills — packaged, step-by-step playbooks (e.g. close the books, record an invoice) that agents can fetch and follow.
Start here
- New to the platform? Follow the Quickstart — get a key, seed a chart of accounts, post a balanced entry, and pull a report.
- Connecting an agent? Jump to Integrations for Claude Code, Cursor, Codex CLI, and more.
- Looking for endpoints? Browse the interactive API reference.
Authentication in one line
Everything is gated by an API key. Generate one in the dashboard, then send it
as Authorization: Bearer ak_… on REST calls and MCP requests alike. See
Authentication.