1. Accounting
Confirma Finance Integrations API
  • Introduction
  • Authentication
  • Environments
  • Data validation
  • Contact information
  • Go Live & Deployment Guide
  • Services
    • Services
    • Invoice Intermediation service
    • Invoice Lifecycle Service
    • Debt Collection Services
    • Accounting integrations
  • Core endpoints
    • Onboarding
      • Introduction to onboarding
      • Create a new client
      • Validate access token
      • Renew access token
    • Invoices
      • Introduction to Invoices
      • Create an invoice
      • Create an Invoice Action
      • Retrieve case details
      • Retrieve distribution Information
    • Payments
      • Introduction to Payments
      • Retrieve Payments
      • Retrieve settlements
    • Accounting
      • Introduction to accounting
      • Invoice
        • Invoice
      • Ledger
        • Ledger
        • Ledger
      • Payment
        • Payment
        • Payment
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  1. Accounting

Introduction to accounting

The Accounting module is responsible for synchronizing financial data from the CFIS framework to the client's connected accounting system. Once invoices are processed and payments are received, the relevant ledger entries and payment records can be pushed directly to supported third-party accounting platforms, keeping the client's bookkeeping environment automatically up to date.
The module is organized into three data types — invoices, ledger entries, and payments — each with a dedicated submission endpoint and a corresponding status endpoint for monitoring synchronization state.

Supported accounting systems#

Confirma Finance develops the technical integration service to the accounting system and acts as the integration proxy service between client and the accounting system.
Available integrations:
These accounting integrations are available
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Upcoming integrations:
These integrations are under development and are going to be available later this year*
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Contact Confirma Software to confirm compatibility with your accounting system before integration.

Accounting process#

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Accounting process

Endpoints Overview#

Invoice GET
Retrieves the synchronization status of invoice data for the connected accounting system. Each record indicates whether the invoice has been successfully synced, is still pending, or has failed to transfer.
Ledger POST
Submits a set of accounting transactions (ledger entries) to the target accounting system.
Each payload contains a complete document with one or more ledger rows, including account numbers, VAT details, amounts, booking dates, and optional cost centre dimensions.
Ledger GET
Retrieves the synchronization status of submitted ledger documents, including the document name, date, approval status in the accounting system, and sync timestamp.
Payment POST
Submits payment records to the target accounting system. Each payload contains one or more payments linked to invoices, including payment date, amount, currency, payment reference, and account row breakdowns for items such as capital, interest, and counter accounts.
Payment GET
Retrieves the synchronization status of submitted payment records, showing whether each payment has been successfully transferred, is queued, or has encountered an error.

Detail information#

Document types
VAT codes for Netvisor
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