Build FP&A Integrations

Pull Financial Data from Accounting Systems in Real-Time

FP&A platforms need reliable access to financial data to power budgeting, forecasting, and analysis. But building direct integrations to every accounting system your customers use creates massive engineering overhead. Maintaining them is even harder.

With Apideck's Unified API, you get standardized access to Profit & Loss statements, Balance Sheets, journal entries, and transaction-level data across QuickBooks, Xero, NetSuite, Sage, and 20+ other platforms. Real-time data access means your customers always work with current financials. No stale exports, no manual uploads.

Why FP&A Integrations?

• Access complete financial statements: Pull standardized P&L and Balance Sheet data directly from your customers' accounting systems through a single API.

• Go beyond summary data: Access transaction-level detail including invoices, bills, and journal entries for granular variance analysis and drill-down capabilities.

• Support multi-entity reporting: Leverage tracking categories, departments, and location data to enable consolidated reporting across business units.

• Eliminate manual data collection: Replace CSV exports and manual data entry with automated, real-time data syncs that keep forecasts current.

Who's it for?

• FP&A and CPM platforms needing standardized access to financial statements across multiple accounting systems.

• Budgeting and forecasting tools looking to pull actuals data automatically for variance analysis and rolling forecasts.

• Financial consolidation software requiring multi-entity financial data with department and location breakdowns.

• Business intelligence platforms building financial dashboards and KPI tracking on top of accounting data.

Apideck's FP&A Integrations

Apideck provides read access to the financial data FP&A platforms need, standardized across 20+ accounting and ERP systems.

Key Endpoints for FP&A

Financial Statements

• Profit & Loss with customizable date ranges
• Balance Sheet as of any reporting date
• Aged Receivables and Aged Payables reports

Chart of Accounts & Structure

• Ledger accounts with account types and hierarchies
• Tracking categories for department/location/class dimensions
• Company info and multi-currency support

Transaction-Level Data

• Invoices and bills for revenue and expense detail
• Journal entries for complete audit trails
• Payments for cash flow analysis

How Apideck Simplifies FP&A Integrations

• Unified Data Model: Access P&L, Balance Sheet, and transaction data through consistent schemas. Works the same whether your customer uses QuickBooks, Xero, NetSuite, or Sage.

• Real-Time Access: Apideck doesn't cache data. Every API call returns live information from the source system, ensuring your forecasts and reports reflect current reality.

• Dimensional Reporting: Pull tracking categories, departments, locations, and classes to support the dimensional analysis FP&A teams need for meaningful insights.

How Apideck Works

1. Connect to Any Accounting System

Apideck Vault handles OAuth flows and credential management. Your customers connect their QuickBooks, Xero, NetSuite, or other accounting system in seconds through a white-label interface.

2. Pull Standardized Financial Data

Use consistent endpoints to retrieve P&L statements, Balance Sheets, and transaction data. Apideck normalizes the data model so you write integration logic once.

3. Build Powerful FP&A Features

With reliable access to financial data, you can focus on building the budgeting, forecasting, and analysis features that differentiate your platform. Stop maintaining accounting integrations.

Supported Platforms

Apideck's Accounting API connects to the platforms your customers already use:

• SMB: QuickBooks, Xero, FreshBooks, Zoho Books, MYOB
• Mid-Market: Sage Business Cloud, Exact Online, Clear Books
• Enterprise: NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Workday

Transforming FP&A Software

Building FP&A software without native accounting integrations means asking customers to manually export and upload data. This creates friction and ensures forecasts are always based on stale information.

Apideck eliminates this friction. By providing standardized, real-time access to financial statements and transaction data across 20+ accounting platforms, you can deliver the automated, always-current experience modern finance teams expect.

Explore how Apideck can power your FP&A integrations today! View the Accounting API documentation.