Rise API (0.0.2)

Retrieve list of available banks from Enable Banking

Retrieve bank accounts for a company with latest authorization status

Retrieve bank account details with authorization status

Update bank account display name

Revoke authorization for a bank account, stopping automatic transaction syncing while preserving all account and transaction history

Start an Enable Banking authorization flow for the selected company. Requires both redirect_url and cancel_url as absolute URIs.

Retrieve transactions across all bank accounts for a company

Retrieve transaction details for a company

Retrieve company details including settings and bank accounts

Create a new company

Publish company information to Netbox system. Only admins can update company status.

Returns a tree of documents related to the specified document via settlements. The depth parameter controls how many levels of relationships to include (1-3). Documents are connected through settlements, showing the network of documents that have been settled together.

Create a new expense claim document with line items and optional file attachments.

Retrieve expense claim details by ID

Partially update an expense claim. When lines or files are provided they replace existing ones and total amount is recalculated. Updates are allowed only while the document is in draft status.

Create a new file and optionally attach it to a document

List files for a company. By default, excludes files with upload_pending status.

Retrieve file details including presigned download URL

Delete a file

List files created by the authenticated user

Create a new fiscal period for a company

Retrieve all fiscal periods for a company with optional filtering

Retrieve fiscal period details

Update fiscal period details

Delete a fiscal period (only open periods can be deleted)

Get current user info including roles and permissions

Retrieve general ledger accounts with filtering, pagination, and i18n-resolved names. Supports filtering by type, code (exact/range), currency, and text search on account names.

Retrieve a single general ledger account by its code

Retrieve general ledger lines with filtering and pagination. Supports filtering by GL account code, voucher, and posting date range. Opening balance and running balance are automatically included for account-wide queries (when account_code is provided and voucher_id is not provided) - they are always present regardless of from_date. When from_date is specified, opening balance is the sum before from_date; when from_date is not specified, opening balance is 0.00. Opening balance and running balance are NOT included when voucher_id is provided. Voided vouchers are automatically excluded from results, opening balance, and running balance calculations.

Retrieve memos for a company with optional filtering and pagination

Create a new memo document. A memo is a manual document with a textual description and optional metadata, used as a workaround source for vouchers when automated sources are unavailable.