API Updates — June 1, 2026

New treasury accounts endpoint (beta) — List all treasury accounts for your business, including wallet, brokerage, and managed portfolio accounts. Filter results with start and page_size pagination parameters. View endpoint

New treasury balance history endpoint (beta) — Retrieve daily available balance snapshots for a specific treasury account, with optional start_date and end_date filtering in ISO 8601 format. View endpoint

Upload accounting entities (beta) — New endpoint to upload up to 500 ERP subsidiaries/entities in a single request, enabling entity-level scoping for accounting fields, vendors, GL accounts, and more. View endpoint

Entity selection setting for accounting connections — Added entity_selection_enabled to accounting connection settings, available when creating (POST) or updating (PATCH) a connection. This controls whether ERP entity selection is active for API-based accounting connections. View endpoint

Entity scoping for GL accounts — Added entity_remote_ids field to create, update, and list GL account endpoints, letting you scope GL accounts to specific ERP entities. View endpoint

Entity scoping for accounting vendors — Added entity_remote_ids field to create, update, and list accounting vendor endpoints, so vendors can be restricted to specific ERP entities. View endpoint

Entity scoping for tax code options — Added entity_remote_ids field to create, update, and list tax code option endpoints, allowing tax codes to be scoped to specific ERP entities. View endpoint

Custom record fields on entities — Added include_custom_field_values query parameter to GET /developer/v1/entities and GET /developer/v1/entities/{entity_id}. When set to true, the response includes a custom_record_fields array with custom field values for each entity. View endpoint

Purchase order line item custom fields — The purchase order detail response now includes custom_field_values on each line item, returning saved custom field data. View endpoint

Spend program line item custom fields — The spend program detail response now includes a line_item_custom_fields array, showing each enabled custom field's ID, display name, type, description, and whether it's required. View endpoint

New accounting field selection source — Added AI_AUTOCODING enum value to the source field on accounting field selections, indicating a selection was assigned by AI purchase order autocoding.

New audit log event type — Added Status updated by intake agent event type for tracking when an accounts receivable customer status is updated by the intake agent. View endpoint