v1

latestOpenAPI 3.0.12026-07-26222700728.0 KB

Agentic Accounting Settings

Save Agentic Accountant Settings

Save the partner's agentic accounting configuration

post/v6/templates/agent/settings

Request body

Example request

{
  "agenticCFO": {
    "spendManagement": true,
    "trendAnalysis": true
  },
  "agenticAccountant": {
    "financialSummaries": [
      "MONTHLY",
      "QUARTERLY",
      "YEARLY"
    ],
    "bankReconciliations": true
  },
  "agenticBookkeeper": {
    "anomalyDetection": true,
    "conversationalReasoning": true
  },
  "agenticAssistant": {
    "bankConnectionErrors": true,
    "accountingSupport": true
  }
}

Response

Success

result'SUCCESS' | 'FAILURE'

The result of the action performed.

Example response

{
  "data": {
    "agenticCFO": {
      "spendManagement": true,
      "trendAnalysis": true
    },
    "agenticAccountant": {
      "financialSummaries": [
        "MONTHLY",
        "QUARTERLY",
        "YEARLY"
      ],
      "bankReconciliations": true
    },
    "agenticBookkeeper": {
      "anomalyDetection": true,
      "conversationalReasoning": true
    },
    "agenticAssistant": {
      "bankConnectionErrors": true,
      "accountingSupport": true
    }
  }
}