Create account
Create a new account in the chart of accounts.
Idempotency: If external_id is provided and matches an existing account, returns the existing account with 200 OK.
Parent account: Can be specified by UUID, code, or external_id.
Accounting validations:
- is_non_cash_expense can only be set on expense accounts
- balance_behavior must be ‘debit_positive’, ‘credit_positive’, or blank
Documentation Index
Fetch the complete documentation index at: https://docs.thredfi.com/llms.txt
Use this file to discover all available pages before exploring further.
Authorizations
Partner-level JWT token (unscoped). Token payload includes partner_id. Business access is validated via partner ownership. Format: Bearer <your-jwt-token>
Use this for: Multi-business operations where the business_id is specified in the URL and partner has access to multiple businesses.
Path Parameters
^[0-9a-f-]+$Body
Serializer for creating accounts via the Chart of Accounts API.
Supports flexible parent identification (UUID, code, or external_id). Implements idempotency via external_id field.
Unique account code within business (e.g., '1000', 'REV-SALES')
1 - 50Account display name. Maps to custom_name field.
255Account type: asset, liability, equity, revenue, expense
asset- Assetliability- Liabilityequity- Equityrevenue- Revenueexpense- Expense
asset, liability, equity, revenue, expense, Account subtype for granular categorization
current_assets- Current Assetsnon_current_assets- Non-current Assetscurrent_liabilities- Current Liabilitiesnon_current_liabilities- Non-current Liabilitiesshare_capital- Share Capitalshare_premium- Share Premiumreserves- Reservesretained_earnings- Retained Earningsrevenue- Revenueother_operating_income- Other Operating Incomefinance_income- Finance Incomedirect_costs- Direct Costsoperating_expenses- Operating Expensesfinance_costs- Finance Costsincome_tax- Income Tax
current_assets, non_current_assets, current_liabilities, non_current_liabilities, share_capital, share_premium, reserves, retained_earnings, revenue, other_operating_income, finance_income, direct_costs, operating_expenses, finance_costs, income_tax, Parent account identifier - accepts UUID, code, or external_id
Human-readable description of account purpose
External system identifier. Enables idempotent creation.
100Financial institution name (e.g., 'Barclays Bank PLC')
255International Bank Account Number (EU/UK format)
34UK sort code (flexible format: XX-XX-XX or XXXXXX)
8Masked account number for display (e.g., '****4300')
20Override balance calculation behavior. Leave blank for standard accounting rules.
- `` - Auto-detect
debit_positive- Debit Positivecredit_positive- Credit Positive
debit_positive, credit_positive Mark as cash or cash equivalent for cash flow purposes
Mark as non-cash expense (depreciation, amortization). Only valid for expense accounts.
Business-specific metadata as JSON object
Response
Detailed serializer for account with additional information.
Unique account identifier
Account code from chart of accounts (e.g., '1000', '4000')
Account name from chart of accounts
Account currency from business base currency (GBP, EUR, USD)
Account type code (asset, liability, equity, revenue, expense)
asset- Assetliability- Liabilityequity- Equityrevenue- Revenueexpense- Expense
asset, liability, equity, revenue, expense Human-readable account type (e.g., 'Current Asset', 'Revenue')
Account subtype code for more granular classification (bank, cash, etc.)
current_assets- Current Assetsnon_current_assets- Non-current Assetscurrent_liabilities- Current Liabilitiesnon_current_liabilities- Non-current Liabilitiesshare_capital- Share Capitalshare_premium- Share Premiumreserves- Reservesretained_earnings- Retained Earningsrevenue- Revenueother_operating_income- Other Operating Incomefinance_income- Finance Incomedirect_costs- Direct Costsoperating_expenses- Operating Expensesfinance_costs- Finance Costsincome_tax- Income Tax
current_assets, non_current_assets, current_liabilities, non_current_liabilities, share_capital, share_premium, reserves, retained_earnings, revenue, other_operating_income, finance_income, direct_costs, operating_expenses, finance_costs, income_tax Account subtype for more granular classification
Parent account code if this is a sub-account (null for top-level accounts)
Current balance in cents
Formatted balance with currency symbol (e.g., '£12,500.50')
Debit balance in cents
Credit balance in cents
Period balance in cents (null if no period filter applied)
Formatted period balance with currency symbol (null if no period filter)
Whether this account has sub-accounts (nested hierarchy)
Depth in account hierarchy (0 for root accounts)
Whether this account is active and accepting transactions
Detailed account description
Bank institution name (for bank accounts only)
International Bank Account Number (for bank accounts)
UK bank sort code (for UK bank accounts, format: XX-XX-XX)
Masked account number showing last 4 digits (e.g., '****5555')
Total number of debit transactions (count, not amount)
Total number of credit transactions (count, not amount)
Date of most recent journal entry
Reference of most recent journal entry
List of sub-accounts if this is a parent account (empty array if no children)