canonical: https://jentic.com/apis/softledger.com/softledger

# SoftLedger Accounting API v2

SoftLedger provides real-time visibility to critical financial data. Our cloud-native accounting software and APIs help organizations manage their distributed operations and assets. This includes a full-featured general ledger, accounts receivable, accounts payable, inventory management, crypto asset management, and more. The API exposes 375 endpoints secured with oauth2 authentication.

## For AI agents

Programmatically request token, account balance by currency. Covers 375 operations with oauth2 authentication.

## Scope

Does not handle payments, communications, or crm - use for finance and accounting only.

## Capabilities

- Request Token
- Account Balance by Currency
- AP Aging Bills
- AR Aging Invoices
- Current Period Income

## Use cases

### Finance and Accounting Operations

Use the SoftLedger Accounting API v2 to perform finance operations programmatically. The API provides 375 endpoints covering core functionality including request token, account balance by currency, ap aging bills.

Example prompt: Call POST `/oauth/token` to request token

### Automated Sales Orders Management

Automate sales orders operations by combining multiple SoftLedger Accounting API v2 endpoints. Agents can account balance by currency and then ap aging bills in a single workflow.

Example prompt: Call POST `/reports/accountBalance` to account balance by currency, then verify the result

### AI Agent Integration via Jentic

AI agents discover and call SoftLedger Accounting API v2 endpoints through Jentic without managing credentials directly. An agent searches for the required operation by intent, receives the matching endpoint schema, and executes the call with Jentic-managed authentication. This eliminates the need to read API documentation or handle oauth2 tokens manually.

Example prompt: Search Jentic for 'request token', load the operation schema, and execute with Jentic-managed credentials

## Key endpoints

| Method | Path | Description |
| --- | --- | --- |
| POST | `/oauth/token` | Request Token |
| POST | `/reports/accountBalance` | Account Balance by Currency |
| POST | `/reports/aging/bills` | AP Aging Bills |
| POST | `/reports/aging/Invoices` | AR Aging Invoices |
| POST | `/reports/aging/ap` | AP Aging |
| POST | `/reports/aging/ar` | AR Aging |
| POST | `/reports/financialFormula` | Current Period Income |
| POST | `/reports/financialReport` | Entity Report |

## Key resources

- **Sales Orders** — Sales Orders
- **Purchase Orders** — Purchase Orders
- **Invoices** — Invoices
- **Bills** — Bills
- **Coins** — Coins

## Why Jentic

- **Setup:** Wiring the SoftLedger Accounting API v2 by hand means running its OAuth token exchange, choosing between the US and EU api.softledger.com hosts, and posting the report request bodies yourself. Through Jentic you install once, import the SoftLedger Accounting API v2 from the API Directory, store the credential once, and your agent calls it.
- **Permission scoping:** The SoftLedger Accounting API v2 sends report parameters in the request body rather than a resource id in the URL path, so limit the agent to the operations it needs, such as running an account-balance or aging report. You choose that set, so only the reports and writes you allow are callable.
- **Credential handling:** Your SoftLedger Accounting API v2 credential is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.
- **Discovery method:** Agents search Jentic by intent such as 'run an account balance report' or 'generate an AR aging report', and Jentic returns the matching SoftLedger Accounting API v2 operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

## Related APIs

- **Plaid** — Alternative finance API
- **Xero** — Alternative finance API

## FAQ

### What authentication does the SoftLedger Accounting API v2 use?

The SoftLedger Accounting API v2 uses OAuth 2.0 for authorization. Through Jentic, these credentials are stored encrypted in your Jentic One instance and injected at execution time, so raw secrets never enter the agent context.

### Can I request token with the SoftLedger Accounting API v2?

Yes. Use the POST `/oauth/token` endpoint. The API returns structured JSON responses that agents can parse and act on directly.

### What are the rate limits for the SoftLedger Accounting API v2?

Rate limits are not specified in the OpenAPI spec. Check the vendor documentation for current limits. Through Jentic, rate limiting is handled automatically with retry logic built into the execution layer.

### How do I request token through Jentic?

Install the Jentic SDK with pip install jentic, authenticate through Jentic One, the self-hosted execution layer, then search for 'request token'. Jentic returns the matching SoftLedger Accounting API v2 operation with its input schema. Load the schema and execute the call - credentials are injected automatically.

### How many endpoints does the SoftLedger Accounting API v2 have?

The SoftLedger Accounting API v2 exposes 375 endpoints covering sales orders, purchase orders, invoices operations.

### Can I limit what my agent is allowed to do with the SoftLedger Accounting API?

Yes. Jentic One is self-hosted by you, so your own rules decide which SoftLedger operations and which stored credential the agent may use. Because this API passes report parameters in the request body rather than a resource id in the URL, you scope access by choosing the exact operations the agent can call, such as running an account-balance report or an AR or AP aging report. Only the reports and writes you allow are callable, and everything else stays out of reach.