Financial Cents API

Name: Financial Cents API API
Brand: Financial Cents API
Availability: InStock

★ Only Publicly Available OpenAPI DocumentProductivityTask Managementbearer46 EndpointsREST

For Agents

Manage accounting-firm clients, projects, tasks, time entries, and invoices in Financial Cents via a bearer token. Useful for agents automating practice management workflows.

Connect the Financial Cents API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Financial Cents API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Install Jentic One Beta (Self-Hosted)

Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Financial Cents API API.

Create and update clients with their contacts and attachments per matter

Spin up projects from templates so each new engagement starts with a standard task list

Log time activities against tasks for staff utilisation reporting

Generate and update invoices tied to specific clients and projects

GET STARTED

Start building with Financial Cents API API

Explore with Jentic

View OpenAPI Document

Jentic publishes the only available OpenAPI document for Financial Cents API, keeping it validated and agent-ready.

Jentic publishes the only available OpenAPI specification for Financial Cents API, keeping it validated and agent-ready. Financial Cents is a practice management platform for accounting and bookkeeping firms; its public API exposes 46 beta endpoints for clients, contacts, projects, templates, resources, notes, users, time activities, tasks, invoices, and client tasks. Authentication is via a personal access token or OAuth bearer token issued under Settings > API Settings in the web app. The API is used by accounting firm operations leads to wire Financial Cents into onboarding, time tracking, and invoicing workflows without manual entry.

Use Cases

Patterns agents use Financial Cents API API for, with concrete tasks.

★ Standardised Client Onboarding

Accounting firms can have an agent receive a signed engagement letter, call POST /clients to create the client record, then POST a project from the appropriate template so the standard onboarding tasks are created. The agent finishes by adding initial contacts via POST /clients/{client_id}/contacts. A workflow that took an admin 30 minutes per client now completes in seconds.

Call POST /clients with the engagement details, then POST a project from the bookkeeping template, then POST /clients/{client_id}/contacts for each principal.

Staff Utilisation Reporting

Firm operations leads can have an agent walk all time activity entries for the week, group by user and project, and emit a utilisation report. Because Financial Cents stores time activities tied to both project and task, the agent can split chargeable from non-chargeable hours without firm staff manually tagging entries.

List time activities for the week, group by user and project, classify chargeable versus non-chargeable, and emit a CSV report.

Recurring Invoice Generation

Firms billing fixed monthly fees can have an agent loop active engagements at month-end, call POST /invoices with the agreed amount, and email the client through the existing Financial Cents flow. The agent can also pull GET /invoices to chase invoices that age past 30 days, surfacing collections candidates without a manual report.

On the 1st of each month, iterate active engagements and call POST /invoices with the monthly fee for each.

AI Agent Financial Cents Integration via Jentic

An agent connected to Jentic can search by intent (for example create a client and project from an engagement letter) and Jentic returns the right Financial Cents operations along with their input schemas. The bearer token lives in the Jentic vault, so the agent never handles the credential. Integration drops from a multi-day implementation to under an hour.

Search Jentic for create a financial cents client, load POST /clients, and execute with the engagement details while Jentic injects the bearer token from the vault.

Key Endpoints

46 endpoints — jentic publishes the only available openapi specification for financial cents api, keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

GET

/clients

List firm clients

POST

/clients

Create a new client

GET

/clients/{client_id}

Retrieve a specific client

PUT

/clients/{client_id}

Update a client record

DELETE

/clients/{client_id}

Delete a client

GET

/clients/{client_id}/contacts

List contacts on a client

POST

/clients/{client_id}/contacts

Add a contact to a client

GET

/clients/{client_id}/attachments

List attachments on a client

GET

/clients

List firm clients

POST

/clients

Create a new client

GET

/clients/{client_id}

Retrieve a specific client

PUT

/clients/{client_id}

Update a client record

DELETE

/clients/{client_id}

Delete a client

GET

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Financial Cents bearer tokens are stored encrypted in the Jentic vault. Agents receive scoped references; the raw token never enters the agent's context or logs.

Intent-based discovery

Agents search Jentic by intent (for example create a client engagement) and Jentic returns the right Financial Cents operation across 46 paths with its input schema, so the agent does not have to navigate the full Beta spec.

Time to first call

Direct Financial Cents integration: 2-3 days for auth and the project/task data model. Through Jentic: under one hour - search, load, execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

Asana API

General task management without accounting-specific data model

Choose Asana when the firm prefers a generic task tool and tracks billing separately rather than tying time directly to client engagements.

Alternative

ClickUp API

All-in-one work management used by some accounting firms in lieu of niche tools

Choose ClickUp when the firm is small and wants one tool for tasks, docs, and time without the practice-management opinions of Financial Cents.

Complementary

Xero Accounting API

Books-of-record accounting that pairs with Financial Cents practice management

Use Xero alongside Financial Cents when an agent needs to pull underlying ledger data to inform engagement work tracked in Financial Cents.

FAQs

Specific to using Financial Cents API API through Jentic.

Why is there no official OpenAPI spec for Financial Cents API?

Financial Cents does not publish an OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call Financial Cents API via structured tooling. It is validated against the live API and kept up to date. Get started at https://app.jentic.com/sign-up.

What authentication does the Financial Cents API use?

Financial Cents uses bearer token auth. You generate either a personal access token or an OAuth access token under Settings > API Settings in the web app and send it as Authorization: Bearer. Through Jentic, the token lives in the vault and is injected at execution.

Can I create a project from a template with the Financial Cents API?

Yes. The API exposes templates and projects collections so an agent can list templates, then call the project creation endpoint with the template id, the client id, and the start date. Tasks are populated from the template automatically.

What are the rate limits for the Financial Cents API?

The API is currently in Beta and the spec does not publish explicit rate limits. The vendor warns of breaking changes and applies per-firm throttling, so agents should respect 429 responses with exponential backoff.

How do I log time on a task with Financial Cents through Jentic?

Search Jentic for log time on a financial cents task, load the time activities POST operation, and execute with the task id, user id, duration, and date. Jentic injects the bearer token from the vault.

Is the Financial Cents API free to use?

API access is included with paid Financial Cents plans. There is no public free tier and the API is currently in Beta, which the vendor flags as subject to breaking changes.