Accounting API Overview

upSWOT API provides organizations access to vast amounts of financial data and services by integrating with the most popular SMB accounting software and platforms.

Our API solution serves as a consolidated platform for the structured and well-organized financial data network that offers integration with numerous trusted and secure digital accounting service providers.


To obtain data from accounting services, you need an account in that service to connect to the upSWOT system. If you do not have an account, please register with them. In most cases, this is free. It should only take a few minutes.

Accounting API Concepts

Beyond secure data access, accounting integration facilitates significant automation of financial operations, assisting companies with informed decision-making. Our Accounting API covers accounting functions for various use cases, payments, expenses and invoice management, to name a few.

Key Accounting Concepts

References are identifiers that group the transactions, merchants, and accounts, implying who is selling or buying a product and what the product is.

Key endpoints and corresponding fields for the Reference objects include:

AccountsclassApp typeApp subtypeApp currency
Company InfolegalName accountingMethodApp balanceAmount hireDate
ProductssalePrice purchasePrice inventory taxRate
PaymentsmethodApp currency taxAmountOrigCurrency

Transactions record any business activity that results in a direct effect on the financial status and financial statements of the business. This includes bills, invoices, cost projections and other cash flow statements that include reference data fields indicating major parties involved in the transactions.

Key endpoints and corresponding fields for the Transaction objects include:

TransactionsdateIssue amountTotalOrigCurrency docNumber counterpartyName
BillsdateIssue dueDate amountDueOrigCurrency itemName taxRate
InvoicesdateIssue dueDate itemName discountRate

Reporting is the process of documenting and communicating financial activities and performance over specific periods. For example, balance sheets, income statements, cash flow statements, and other reports underpin company transactions based on their categories, such as assets or liabilities. Companies utilize reports to perform specific calculations and organize accounting data on current financial status.

Key endpoints and corresponding fields for the Reporting objects include:

ReportingperiodStart periodEnd title rows
Documentsnumber dateIssue currencyRate itemName quantity price
TaxesappAccountName counterpartyName isPaid amount

Accounting API Data Schemas

Company (CompanyId) and Service (ServiceId) are top-level concepts for organizing accounting information. Company objects represent the organization to which accounting data belongs, while Service objects refer to third-party apps from which the data originates.

CompanyId can be retrieved using the Company endpoint.

ServiceId can be retrieved using the Service endpoint.