List chart of accounts

curl --request GET \
  --url https://sandbox.thredfi.com/v1/platform/businesses/{business_id}/general-ledger/chart-of-accounts/ \
  --header 'Authorization: Bearer <token>'

{
  "count": 123,
  "page_info": {
    "total_count": 123,
    "current_page": 1,
    "total_pages": 7,
    "page_size": 20
  },
  "results": [
    {
      "id": "acc-1000-uuid",
      "code": "1000",
      "name": "Bank - Barclays Current",
      "currency": "GBP",
      "account_type": "asset",
      "account_type_display": "Asset",
      "account_subtype": "current_assets",
      "account_subtype_display": "Current Assets",
      "parent_account_code": null,
      "current_balance": 1250050,
      "current_balance_formatted": "£12,500.50",
      "debit_balance": 1500000,
      "credit_balance": 249950,
      "period_balance": null,
      "period_balance_formatted": null,
      "has_children": false,
      "hierarchy_level": 0,
      "is_active": true
    }
  ]
}

Chart of Accounts

List chart of accounts

List all accounts with current balances for a business.

Features:

Filter by account type (Assets, Liabilities, Equity, Revenue, Expenses)
Filter by fiscal year (accounts with activity in that year)
Filter by specific accounting period (year + month)
Filter by parent account (hierarchical view)
Search by account name or code
Include/exclude zero balance accounts
Group accounts by type (Assets, Liabilities, etc.)
Pagination support (default: 20 per page, max: 100)

Response includes:

Account code, name, type, sub-type
Current balance (from ledger)
Formatted balance with currency symbol (€, £, $)
Period-specific balance (if period filters applied)
Debit and credit balances
Parent/child account relationships
Hierarchy level and children indicator

Grouping: Use group_by=type to get accounts grouped by:

Assets (Current, Fixed, Other)
Liabilities (Current, Long-term)
Equity
Revenue
Expenses (Operating, COGS)

Period Filtering: Use both period_year and period_month together to get period-specific balances. Example: period_year=2024&period_month=11 for November 2024.

Account Types (5 fundamental types):

asset: Asset (use account_subtype for current/fixed/other)
liability: Liability (use account_subtype for current/long_term)
equity: Equity
revenue: Revenue
expense: Expense (use account_subtype for operating/cogs)

GET

platform

businesses

{business_id}

general-ledger

chart-of-accounts

List chart of accounts

curl --request GET \
  --url https://sandbox.thredfi.com/v1/platform/businesses/{business_id}/general-ledger/chart-of-accounts/ \
  --header 'Authorization: Bearer <token>'

{
  "count": 123,
  "page_info": {
    "total_count": 123,
    "current_page": 1,
    "total_pages": 7,
    "page_size": 20
  },
  "results": [
    {
      "id": "acc-1000-uuid",
      "code": "1000",
      "name": "Bank - Barclays Current",
      "currency": "GBP",
      "account_type": "asset",
      "account_type_display": "Asset",
      "account_subtype": "current_assets",
      "account_subtype_display": "Current Assets",
      "parent_account_code": null,
      "current_balance": 1250050,
      "current_balance_formatted": "£12,500.50",
      "debit_balance": 1500000,
      "credit_balance": 249950,
      "period_balance": null,
      "period_balance_formatted": null,
      "has_children": false,
      "hierarchy_level": 0,
      "is_active": true
    }
  ]
}

Authorizations

Authorization

string

header

required

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

business_id

string<uuid>

required

Business UUID

Query Parameters

account_type

string

Filter by account type (case-insensitive). Values: asset, liability, equity, revenue, expense

fiscal_year

integer

Filter to show only accounts with journal entry activity in the specified fiscal year. Note: For export endpoint, use fiscal_year to calculate period-specific balances instead.

group_by

string

Group accounts by category. Values: 'type' (groups by Assets, Liabilities, Equity, Revenue, Expenses)

include_zero_balance

boolean

default:true

Include accounts with zero balance (default: true)

is_active

boolean

page

integer

Page number (default: 1). Not used when group_by is specified.

page_size

integer

Items per page (default: 20, max: 100). Not used when group_by is specified.

parent_account_id

string<uuid>

Filter by parent account UUID (show sub-accounts only)

period_month

integer

Month for period-specific balance calculation (1-12). Must be used with period_year.

period_year

integer

Year for period-specific balance calculation (e.g., 2024). Must be used with period_month.

string

Search by account name, code, or institution name

Response

count

integer

required

Total number of items

Example:

123

page_info

object

required

Show child attributes

Example:

{
  "total_count": 123,
  "current_page": 1,
  "total_pages": 7,
  "page_size": 20
}

results

object[]

required

Show child attributes

Chart of Accounts Create account

⌘I

Managing Businesses

Importing Business Activity

Financial Reports

List chart of accounts

Authorizations

Path Parameters

Query Parameters

Response