5.1.7
2026-04-30
Account reconciliation
The account reconciliation process is a business process that is responsible for ensuring that the financial records are accurate and up to date. To achieve this, the starting and ending balance for a given year is compared and any discrepancies are resolved.
Api operations involved
In the frontend application the following API operations are involved:
-
GET /v2/api/accounts/{id}/reconcile, for listing the active reconciling processes for the given account. -
POST /v2/api/accounts/{id}/reconcile, for creating a new reconciliation process for the given account.
When creating a new reconciliation, the following command must be used:
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{
"period": 0,
"balance": {
"start": 30.5,
"end": 35.7
}
}
Where the period contains the year and the start / end contain the balance expected by the user.
The business process
Below is a business process model for the account reconciliation process.
