CloseBooks API

Build on the
accounting data layer

Real-time access to verified financial data — transactions, P&L, cash flow, and health scores — for every company on CloseBooks.

Early access

CloseBooks API is in early access. We don't list integration partners as customers until those relationships are public. See the docs for available endpoints today.

Developer Experience

Intuitive REST API

Clean endpoints, predictable responses, comprehensive documentation.

Request
curl -X GET https://api.closebooks.io/v1/companies/cmp_4xT9mK2p/financials \
  -H "Authorization: Bearer sk_live_4xT9ABCDEFGHJKLMNmK2p" \
  -H "Content-Type: application/json"
Response
{
  "company_id": "cmp_4xT9mK2p",
  "period": "2026-03",
  "revenue": 284500.00,
  "cost_of_goods_sold": 91200.00,
  "gross_profit": 193300.00,
  "gross_margin": 0.679,
  "operating_expenses": 87400.00,
  "ebitda": 105900.00,
  "ebitda_margin": 0.372,
  "net_income": 98200.00,
  "cash_on_hand": 412800.00,
  "accounts_receivable": 67300.00,
  "accounts_payable": 22100.00,
  "close_status": "completed",
  "as_of": "2026-03-31T23:59:59Z"
}

Use Cases

What you can build

🏦

Lending Underwriting

Pull real-time P&L, cash flow, and health scores to make faster credit decisions without requesting documents.

💳

Expense Management

Sync corporate card spend directly into the accounting layer with AI-powered categorization.

🧾

Payroll Integration

Push payroll journal entries automatically when runs complete — zero manual data entry.

📊

Tax Automation

Access categorized transactions and financials to pre-populate tax returns and reduce prep time.

⚡

Real-time Reporting

Build live dashboards and investor portals backed by always-current bookkeeping data.

🔧

Custom Workflows

Trigger automations on close events, exceptions, and document uploads via webhooks.

Pricing

Simple, usage-based pricing

Start with a trial, then scale API access when your firm is ready.

Free

$0/month

1,000 calls/day

  • ✓All endpoints
  • ✓Webhook events
  • ✓Community support
  • ✓1 API key
Start Free
Most Popular

Growth

$499/month

10,000 calls/day

  • ✓All endpoints
  • ✓Webhook events
  • ✓Email support
  • ✓10 API keys
  • ✓Partner integrations
  • ✓Usage analytics
Get Started

Enterprise

Custom

Unlimited

  • ✓All endpoints
  • ✓Webhook events
  • ✓Dedicated support
  • ✓Unlimited API keys
  • ✓SLA guarantee
  • ✓SSO & audit log
  • ✓Custom rate limits
Contact Sales

Start building in 5 minutes

Generate your API key, read the docs, and make your first call before your coffee gets cold.