Lovie

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• Get Account

  GetAccount retrieves a single account by ID with its details

• List Account Details

  GetListAccountDetails retrieves account details in batch (eliminates N+1 GetAccount calls)

• Batch Accept Review Items

  Confirm the categories the posting engine chose for up to 500 transactions, moving them from the pending tab to posted. Each confirmation is written as a user override that AI enrichment never overwrites. Transactions with no resolved category cannot be confirmed and come back in failures — categorize those with transaction_categorize_transaction first.

• Batch Set Excluded

  Exclude up to 500 transactions from the books (set excluded=true) or put them back (excluded=false). Excluding voids the transaction's journal entry and stops the posting engine from re-deriving it, so the amount leaves every report. Use for duplicates, personal spending on a business card, and transfers already recorded elsewhere.

• Cancel Schedule

  Cancel an accrual schedule so no further periodic entries are generated. Entries already posted for elapsed periods are kept. Audit-logged.

• Close Period

  Close an accounting period: lock the window [start_date, end_date] and post a balanced closing entry that rolls the period's net income into equity (current-year earnings for a month/quarter close, retained earnings for a fiscal-year close). Periods must not overlap an existing closed period. After closing, writes dated inside the window are rejected until the period is reopened. Re-closing the same window is a no-op. Multi-currency companies get one closing entry per currency. Every close is au

• Confirm Statement Match

  Record that a ledger transaction settles a bank-statement line, or clear an existing match by omitting the transaction. Refused once the statement is closed.

• Confirm Transfer Pair

  Confirm that two journal entries are the two halves of one transfer. The entry named first is reposted from funding account to funding account; the counterpart's transaction is excluded so the movement is counted once.

• Create Schedule

  Create an accrual schedule that spreads a total amount across N monthly periods as accrual-only adjusting entries (e.g. amortize a prepaid, defer revenue, depreciate an asset). Each period posts Dr debit_gl_account / Cr credit_gl_account for its share; the split is straight-line with any rounding remainder on the final period. Pick gl_account_id values from accounting_get_chart_of_accounts. Cash-basis reports are unaffected.

• Delete Journal Entry

  Delete or void a journal entry. For entries tied to a transaction prefer re-categorizing the transaction (the entry re-derives). Deleting a derived entry is temporary — the engine re-creates it on the next sync; deleting a manual per-transaction override reverts the transaction to its automatic entry; a standalone manual entry is voided (kept for audit, excluded from reports). Every outcome is audit-logged.

• Get Balance Sheet

  GetBalanceSheet returns assets, liabilities, and equity balances as of a date; equity includes net income to date, so the sheet always balances. Read-only.

• Get Chart Of Accounts

  GetChartOfAccounts returns the company's chart of accounts (flat list with parent links; build the tree client-side). Read-only.

• Get Funding Summaries

  Per bank account and card, the balance the books show and how many posted entries came through it. Compare with the bank's own balance from account tools; a difference is what reconciliation resolves. Read-only.

• Get General Ledger

  GetGeneralLedger pages through one account's posted lines with opening, running, and closing balances — the account register. Read-only.

• Get Gl Account Type Catalog

  GetGLAccountTypeCatalog returns every account type with the detail types it admits and the classification it implies — what the New account panel needs to populate its two dependent selects without duplicating the pairing rules. Static per release; safe to cache. Read-only.

• Get Journal Entry By Transaction

  GetJournalEntryByTransaction returns the journal entry derived for one transaction (empty when none exists yet). Read-only.

• List Journal Entries

  GetListJournalEntries pages through the journal register with filters — the review queue is filter{needs_review: true}. Read-only.

• List Periods

  GetListPeriods pages through a company's periods, newest first. Read-only.

• List Review Items

  List bank transactions awaiting bookkeeping review. Tabs: PENDING (the posting engine picked a category, or none, and nobody has confirmed it), POSTED (a human confirmed or set the category), EXCLUDED (deliberately kept out of the books). Each row carries the cleaned counterparty name, the raw bank memo, the absolute amount with a money-in/money-out direction, the effective category, the income/expense account it books to, and a confidence marker. Returns counters for all three tabs alongside th

• List Schedules

  GetListSchedules pages through a company's schedules. Read-only.

• List Statements

  List the bank statements imported for reconciliation, newest period first, with how many of each statement's lines are still unmatched. Read-only.

• Get Period

  GetPeriod returns one closed period by id. Read-only.

• Get Profit And Loss

  GetProfitAndLoss returns the income statement for a period: revenue and expense accounts with activity, totals, and net income. Read-only.

• Get Review Counts

  Count bank transactions per bookkeeping review tab (pending, posted, excluded) without fetching rows. Use to report how much review work is outstanding.

• Get Schedule

  GetSchedule returns one schedule with its postings. Read-only.