LedgerHQ Docs
Product help and public documentation for LedgerHQ.
LedgerHQ docs
LedgerHQ product and integration docs
These docs cover both sides of LedgerHQ: practical operating guides for firm teams using the app, and public API/MCP documentation for partners and agents building against the supported bookkeeping surface.
Start with Use LedgerHQ for day-to-day product guidance. Use the API and MCP sections when you are connecting external tools or agent workflows.
Use LedgerHQ
Detailed user guides for imports, bank feeds, statements, requests, Tally, reconciliations, close, reports, billing, mobile, and support.
Partner Bookkeeping API
Connect once at the firm level, list companies, pull accounting data, and post transactions through company-path routes.
API Reference
Auth, organization scoping, OpenAPI JSON, company routes, posting resources, bank activity, reclass, reports, and webhooks.
Integration Flow
List bank transactions, reclassify, reconcile, and pull packet JSON.
Codex Plugin & Claude MCP
Install token-backed LedgerHQ Codex access, or connect Claude through LedgerHQ's OAuth MCP endpoint for the supported bookkeeping surface.
Banking
Plaid-connected bank activity, pending rows, statements, statement coverage, reconciliation, and transaction actions.
Reports
Financial report JSON, export behavior, report packets, and MCP PDF/export tool distinctions.
Accounting Spine
The account and journal-entry primitives behind the workflow.
Current Public Surface
| Area | Public contract |
|---|---|
| Machine-readable spec | GET /api/openapi.json |
| Authentication | Firm-level OAuth for partner apps; API keys remain available for company-bound/manual use |
| Partner company routes | GET /api/v1/companies, then /api/v1/companies/{companyId}/... |
| Bank activity source | Plaid-connected bank/card activity (webhook-driven, internal) lands as bank transactions with sourceType: "plaid_bank_feed" |
| Bank transactions | List by bank account, match, split, reconcile, exclude, and reclassify |
| Reclass | POST /api/v1/bank-transactions/:id/reclassify |
| Reports | GET /api/v1/companies/{companyId}/reports/profit-and-loss and related report routes |
| MCP | Token-backed and OAuth MCP endpoint at /api/mcp with banking, reports, Tally, statement coverage, close, posting, and accounting tools |