Financial Cents API
Agent-ready OpenAPI document · curated by JenticProductivityTask Managementbearer46 EndpointsREST
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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.
Use for: Create a new client in Financial Cents, Spin up a project from a Financial Cents template, Log time against a Financial Cents task, Generate an invoice for a Financial Cents client
Not supported: Does not handle general ledger bookkeeping, payroll runs, or tax filing - use for accounting firm practice management (clients, projects, tasks, time, invoices) only.
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.
Install Jentic One Beta
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.
Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.
1
Step 1: Jentic One Host machine
# On the machine that will host your Jentic One instance:
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Ffinancial-cents.com%2Ffinancial-cents" | sh2
Step 2: Agent machine
# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Ffinancial-cents.com%2Ffinancial-cents" | sh
jentic register # connects your agent to your Jentic One instanceJentic 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.
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
Manage user assignment so the right preparer or reviewer is on every project
Add notes to a client record to capture call summaries and engagement decisions
Surface client tasks (work the client owes the firm) for follow-up reminders
Use Cases
Patterns agents use Financial Cents 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 your Jentic One instance, 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
/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
Why Jentic?
What agents get from Jentic-routed access to this vendor.
Setup
Wiring the Financial Cents API by hand means sending the bearer token, pointing at the v1 base, and finding the right route among 46 practice-management paths yourself. Through Jentic you install once, import the Financial Cents API from the API Directory, store the token once, and your agent calls it.
Permission scoping
Financial Cents puts the client id in the URL path (/clients/{client_id}, /clients/{client_id}/contacts), so a rule can pin your agent to the clients you allow. You choose the operations it may call, so a destructive action like deleting a client is not included unless you add it to the read and update operations.
Credential isolation
Your Financial Cents bearer token is stored once, encrypted, by your own Jentic One instance and injected at execution time. The raw token never enters the agent's prompt, logs, or context.
Intent-based discovery
Agents search Jentic by intent such as 'create a client engagement' or 'list a client's contacts', and Jentic returns the matching Financial Cents operation with its input schema, so the agent does not have to navigate the full spec.
Related APIs
Alternatives and complements available in the Jentic catalogue.
FAQs
Specific to using Financial Cents 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 with Jentic One, the self-hosted execution layer.
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.
Can I limit what my agent is allowed to do with the Financial Cents API?
Yes. Because you run Jentic One yourself, your own rules decide which Financial Cents operations and which credentials the agent may use. Financial Cents puts the client id in the URL path, such as /clients/{client_id} and /clients/{client_id}/contacts, so a rule can pin the agent to only the clients you allow. You also choose the operations it may call, so a destructive action like DELETE /clients/{client_id} stays out of reach unless you explicitly grant it alongside the read and update operations.
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