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DOCS & ARCHITECTURE

Everything you need to master AccountsDash

From first setup and ledger charts to automated bank feed rules and developer API webhooks — explore detailed documentation and reference guides.

QUICK-START PATHWAYS

Choose Your Setup Pathway

Controllers & Accountants

Set up chart of accounts, double-entry posting rules, period closing checklists, and audit trails.

Explore Ledger Docs

Billing & Bank Operations

Connect live bank feeds, automate customer invoicing runs, and enable 99.4% AI reconciliation matching.

Explore Banking Docs

Developers & Systems

Integrate REST APIs, OAuth 2.0 tokens, webhooks, and programmatic ledgers with zero plugin overhead.

Explore Developer API
KNOWLEDGE BASE

Platform Documentation & Guides

Getting Started

Essential steps to set up your workspace, invite team members, and configure your base currency.

Setup

Core Ledger & Bookkeeping

Strict double-entry accounting mechanics, trial balance closing, and automated adjustments.

Ledger

Invoicing & Receivables

Automated billing cycles, localized tax handling, and customer collection workflows.

Billing

Bank Feeds & Reconciliation

Connecting 12,000+ financial institutions, automated statement parsing, and 99.4% AI matching.

Banking

Multi-Company & Treasury

Group accounting, cross-border currency conversions, and automated intercompany eliminations.

Global

AI Copilot & Cash Forecasts

Conversational ledger queries, 30/60/90-day predictive runway, and anomaly detection.

Intelligence
DEVELOPER ECOSYSTEM

REST APIs, OAuth 2.0 & Webhooks

Integrate your internal systems, CRM, custom checkout, or custom ERP with AccountsDash's full-fidelity developer platform.

GET /v1/ledger/trial-balance
curl -X GET "https://api.accountsdash.com/v1/ledger/trial-balance" \
  -H "Authorization: Bearer sec_live_9f83..." \
  -H "X-Company-Id: comp_mena_01" \
  -H "Content-Type: application/json"
Status: 200 OKLatency: 18ms

Can't find what you're looking for?

Our support engineers and CPA specialists are available around the clock to walk through your accounting setup.

See your numbers think ahead

Pick a plan and connect your first company in minutes — or book a demo and we will walk through your finances together.