Skip to main content

Capture Provider Trial Balances

POST 

/api/ledger/close/periods/:period/capture-provider-balances

Capture the accounting provider's trial balance as of the period end (period key format YYYY-MM), for every connected accounting integration. This is the one metered provider pull behind the Trial Balance Reconciliation report and the trial_balance_reconciled close check — both read only the cached snapshot this produces. Synchronous: one trial-balance call per connection; connections whose provider exposes no trial-balance report are skipped, not failed. Re-running re-captures in place so provider-side edits are picked up.

Authentication: Bearer token. Requires the accounting sync permission.

Request

Responses

OK

Response Headers
    Content-Type