# Boss Insights API

> Boss Insights API on Apizie: 299 endpoints (Retrieves a Collection of accounting transaction resources, Retrieves a AccountingTransaction resource., Retrieves the collection of Account resources., Creates a Account resource., …) returned as clean JSON through one API key. Send your own provider key in the x-upstream-key header. Call it over REST at https://apizie.tech/v1/finance:boss-insights/{endpoint} or from Claude, ChatGPT and Cursor through the Apizie MCP server. Free plan: 1,000 requests a month.

- Project key: `finance:boss-insights`
- Category: Finance
- Status: byok
- Source: https://bossinsights.com
- Page: https://apizie.tech/api/finance/boss-insights
- OpenAPI: https://apizie.tech/api/finance/boss-insights/openapi.json

A single API that provides a holistic view of business data including accounting, banking, commerce, marketing and more. This documentation is intended for software developers and covers the Boss Insights API…

## Endpoints

### Retrieves a Collection of accounting transaction resources
`GET https://apizie.tech/v1/finance:boss-insights/accounting-transaction-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| start | string | no | YYYY-MM-DD |
| end | string | no | YYYY-MM-DD |
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a AccountingTransaction resource.
`GET https://apizie.tech/v1/finance:boss-insights/accounting-transaction-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Account resources.
`GET https://apizie.tech/v1/finance:boss-insights/account-get-collection` (byok)

### Creates a Account resource.
`POST https://apizie.tech/v1/finance:boss-insights/account-create-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Retrieves a Account resource.
`GET https://apizie.tech/v1/finance:boss-insights/account-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Replaces the Account resource.
`POST https://apizie.tech/v1/finance:boss-insights/account-replace-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |
| body | object | yes | JSON request body |

### Removes the Account resource.
`POST https://apizie.tech/v1/finance:boss-insights/account-remove-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Activity resources.
`GET https://apizie.tech/v1/finance:boss-insights/activity-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Activity resource.
`GET https://apizie.tech/v1/finance:boss-insights/activity-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves an excel workbook of an aged payables report
`GET https://apizie.tech/v1/finance:boss-insights/aged-payables-excel-get-workbook` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| asOf | string | no | YYYY-MM-DD |
| refresh | string | no | If refresh is set, data will be fetched from the source application even when cached data is available |
| sort | string | no | Vendors can be sorted by total amount in ascending or descending order, or alphabetically. Default is alphabetical. |

### Retrieves an aged payables report
`GET https://apizie.tech/v1/finance:boss-insights/aged-payables-report-get-report` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| asOf | string | no | YYYY-MM-DD |
| refresh | string | no | If refresh is set, data will be fetched from the source application even when cached data is available |
| sort | string | no | Vendors can be sorted by total amount in ascending or descending order, or alphabetically. Default is alphabetical. |

### Retrieves an excel workbook of an aged receivables report
`GET https://apizie.tech/v1/finance:boss-insights/aged-receivables-excel-get-workbook` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| asOf | string | no | YYYY-MM-DD |
| refresh | string | no | If refresh is set, data will be fetched from the source application even when cached data is available |
| sort | string | no | Customers can be sorted by total amount in ascending or descending order, or alphabetically. Default is alphabetical. |

### Retrieves an aged receivables report
`GET https://apizie.tech/v1/finance:boss-insights/aged-receivables-report-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| asOf | string | no | YYYY-MM-DD |
| refresh | string | no | If refresh is set, data will be fetched from the source application even when cached data is available |
| sort | string | no | Can be sorted by total amount in ascending or descending order, or alphabetically. Default is alphabetical. |

### Retrieves the collection of ApplicationCharge resources.
`GET https://apizie.tech/v1/finance:boss-insights/application-charge-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a ApplicationCharge resource.
`GET https://apizie.tech/v1/finance:boss-insights/application-charge-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of ApplicationCredit resources.
`GET https://apizie.tech/v1/finance:boss-insights/application-credit-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a ApplicationCredit resource.
`GET https://apizie.tech/v1/finance:boss-insights/application-credit-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Asset resources.
`GET https://apizie.tech/v1/finance:boss-insights/asset-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Asset resource.
`GET https://apizie.tech/v1/finance:boss-insights/asset-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of BalanceHistory resources.
`GET https://apizie.tech/v1/finance:boss-insights/balance-history-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a BalanceHistory resource.
`GET https://apizie.tech/v1/finance:boss-insights/balance-history-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves an excel workbook of a series of mapped balance sheets
`GET https://apizie.tech/v1/finance:boss-insights/balance-sheet-excel-get-workbook` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| start | string | no | YYYY-MM-DD |
| end | string | no | YYYY-MM-DD |
| refresh | string | no | If refresh is set, data will be fetched from the source application even when cached data is available |

### Retrieves a mapped balance sheet
`GET https://apizie.tech/v1/finance:boss-insights/balance-sheet-report-get-mapped-report` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| asOf | string | no | YYYY-MM-DD |
| refresh | string | no | If refresh is set, data will be fetched from the source application even when cached data is available |

### Retrieves a BalanceSheet resource.
`GET https://apizie.tech/v1/finance:boss-insights/balance-sheet-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| end | string | yes | YYYY-MM-DD |
| accounting_method | string | yes | The Accounting Method |

### Retrieves the collection of BankAccount resources.
`GET https://apizie.tech/v1/finance:boss-insights/bank-account-list-resources` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a BankAccount resource.
`GET https://apizie.tech/v1/finance:boss-insights/bank-account-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of BankOpeningBalance resources.
`GET https://apizie.tech/v1/finance:boss-insights/bank-opening-balance-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a BankOpeningBalance resource.
`GET https://apizie.tech/v1/finance:boss-insights/bank-opening-balance-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of BankReconciliation resources.
`GET https://apizie.tech/v1/finance:boss-insights/bank-reconciliation-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a BankReconciliation resource.
`GET https://apizie.tech/v1/finance:boss-insights/bank-reconciliation-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of BankSummary resources.
`GET https://apizie.tech/v1/finance:boss-insights/bank-summary-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a BankSummary resource.
`GET https://apizie.tech/v1/finance:boss-insights/bank-summary-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of BankTransaction resources.
`GET https://apizie.tech/v1/finance:boss-insights/bank-transaction-list-resources` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a BankTransaction resource.
`GET https://apizie.tech/v1/finance:boss-insights/bank-transaction-get-by-id` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of BankTransfer resources.
`GET https://apizie.tech/v1/finance:boss-insights/bank-transfer-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a BankTransfer resource.
`GET https://apizie.tech/v1/finance:boss-insights/bank-transfer-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of BatchPayment resources.
`GET https://apizie.tech/v1/finance:boss-insights/batch-payment-list-resources` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a BatchPayment resource.
`GET https://apizie.tech/v1/finance:boss-insights/batch-payment-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of BillPayment resources.
`GET https://apizie.tech/v1/finance:boss-insights/bill-payment-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Creates a BillPayment resource.
`POST https://apizie.tech/v1/finance:boss-insights/bill-payment-create-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Retrieves a BillPayment resource.
`GET https://apizie.tech/v1/finance:boss-insights/bill-payment-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Replaces the BillPayment resource.
`POST https://apizie.tech/v1/finance:boss-insights/bill-payment-replace-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |
| body | object | yes | JSON request body |

### Removes the BillPayment resource.
`POST https://apizie.tech/v1/finance:boss-insights/bill-payment-remove-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Bill resources.
`GET https://apizie.tech/v1/finance:boss-insights/bill-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Creates a Bill resource.
`POST https://apizie.tech/v1/finance:boss-insights/bill-create-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Retrieves a Bill resource.
`GET https://apizie.tech/v1/finance:boss-insights/bill-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Replaces the Bill resource.
`POST https://apizie.tech/v1/finance:boss-insights/bill-update-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |
| body | object | yes | JSON request body |

### Removes the Bill resource.
`POST https://apizie.tech/v1/finance:boss-insights/bill-remove-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of BlogPosting resources.
`GET https://apizie.tech/v1/finance:boss-insights/blog-posting-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a BlogPosting resource.
`GET https://apizie.tech/v1/finance:boss-insights/blog-posting-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Blog resources.
`GET https://apizie.tech/v1/finance:boss-insights/blog-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Blog resource.
`GET https://apizie.tech/v1/finance:boss-insights/blog-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves a BudgetSummary resource.
`GET https://apizie.tech/v1/finance:boss-insights/budget-summary-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of BudgetSummary resources.
`GET https://apizie.tech/v1/finance:boss-insights/budget-summary-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves the collection of Call resources.
`GET https://apizie.tech/v1/finance:boss-insights/call-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Call resource.
`GET https://apizie.tech/v1/finance:boss-insights/call-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of CampaignReport resources.
`GET https://apizie.tech/v1/finance:boss-insights/campaign-report-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a CampaignReport resource.
`GET https://apizie.tech/v1/finance:boss-insights/campaign-report-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Campaign resources.
`GET https://apizie.tech/v1/finance:boss-insights/campaign-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Campaign resource.
`GET https://apizie.tech/v1/finance:boss-insights/campaign-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Charge resources.
`GET https://apizie.tech/v1/finance:boss-insights/charge-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Charge resource.
`GET https://apizie.tech/v1/finance:boss-insights/charge-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Client resources.
`GET https://apizie.tech/v1/finance:boss-insights/client-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Client resource.
`GET https://apizie.tech/v1/finance:boss-insights/client-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Company resources.
`GET https://apizie.tech/v1/finance:boss-insights/company-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Company resource.
`GET https://apizie.tech/v1/finance:boss-insights/company-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of ContactGroup resources.
`GET https://apizie.tech/v1/finance:boss-insights/contact-group-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a ContactGroup resource.
`GET https://apizie.tech/v1/finance:boss-insights/contact-group-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Contract resources.
`GET https://apizie.tech/v1/finance:boss-insights/contract-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Contract resource.
`GET https://apizie.tech/v1/finance:boss-insights/contract-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### list converted documents
`GET https://apizie.tech/v1/finance:boss-insights/conversion-list-documents` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Converts a document from one format to another
`POST https://apizie.tech/v1/finance:boss-insights/conversion-document-format` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Retrieves conversion results
`GET https://apizie.tech/v1/finance:boss-insights/conversion-get-result` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | integer | yes | conversion job identifier |
| format | string | yes | document format |

### Retrieves the collection of CreditNote resources.
`GET https://apizie.tech/v1/finance:boss-insights/credit-note-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Creates a CreditNote resource.
`POST https://apizie.tech/v1/finance:boss-insights/credit-note-create-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Retrieves a CreditNote resource.
`GET https://apizie.tech/v1/finance:boss-insights/credit-note-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Replaces the CreditNote resource.
`POST https://apizie.tech/v1/finance:boss-insights/credit-note-replace-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |
| body | object | yes | JSON request body |

### Removes the CreditNote resource.
`POST https://apizie.tech/v1/finance:boss-insights/credit-note-remove-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of CustomerOpeningBalance resources.
`GET https://apizie.tech/v1/finance:boss-insights/customer-opening-balance-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a CustomerOpeningBalance resource.
`GET https://apizie.tech/v1/finance:boss-insights/customer-opening-balance-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Customer resources.
`GET https://apizie.tech/v1/finance:boss-insights/customer-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Creates a Customer resource.
`POST https://apizie.tech/v1/finance:boss-insights/customer-create-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Retrieves a Customer resource.
`GET https://apizie.tech/v1/finance:boss-insights/customer-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Replaces the Customer resource.
`POST https://apizie.tech/v1/finance:boss-insights/customer-replace-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |
| body | object | yes | JSON request body |

### Removes the Customer resource.
`POST https://apizie.tech/v1/finance:boss-insights/customer-remove-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Syncs the latest data from a connected application and returns a success or failure message.
`GET https://apizie.tech/v1/finance:boss-insights/data-sync-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| key | string | yes | The key of the application you would like to sync. |

### Retrieves the collection of Deal resources.
`GET https://apizie.tech/v1/finance:boss-insights/deal-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Creates a Deal resource.
`POST https://apizie.tech/v1/finance:boss-insights/deal-create-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Retrieves a Deal resource.
`GET https://apizie.tech/v1/finance:boss-insights/deal-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Replaces the Deal resource.
`POST https://apizie.tech/v1/finance:boss-insights/deal-update-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |
| body | object | yes | JSON request body |

### Removes the Deal resource.
`POST https://apizie.tech/v1/finance:boss-insights/deal-remove-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Department resources.
`GET https://apizie.tech/v1/finance:boss-insights/department-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Department resource.
`GET https://apizie.tech/v1/finance:boss-insights/department-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Employee resources.
`GET https://apizie.tech/v1/finance:boss-insights/employee-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Creates a Employee resource.
`POST https://apizie.tech/v1/finance:boss-insights/employee-create-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Retrieves a Employee resource.
`GET https://apizie.tech/v1/finance:boss-insights/employee-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Replaces the Employee resource.
`POST https://apizie.tech/v1/finance:boss-insights/employee-replace-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |
| body | object | yes | JSON request body |

### Removes the Employee resource.
`POST https://apizie.tech/v1/finance:boss-insights/employee-remove-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Engagement resources.
`GET https://apizie.tech/v1/finance:boss-insights/engagement-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Engagement resource.
`GET https://apizie.tech/v1/finance:boss-insights/engagement-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Estimate resources.
`GET https://apizie.tech/v1/finance:boss-insights/estimate-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Estimate resource.
`GET https://apizie.tech/v1/finance:boss-insights/estimate-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of Event resources.
`GET https://apizie.tech/v1/finance:boss-insights/event-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Event resource.
`GET https://apizie.tech/v1/finance:boss-insights/event-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves a ExecutiveSummary resource.
`GET https://apizie.tech/v1/finance:boss-insights/executive-summary-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of ExecutiveSummary resources.
`GET https://apizie.tech/v1/finance:boss-insights/executive-summary-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves the collection of Expense resources.
`GET https://apizie.tech/v1/finance:boss-insights/expense-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Creates a Expense resource.
`POST https://apizie.tech/v1/finance:boss-insights/expense-create-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| body | object | yes | JSON request body |

### Retrieves a Expense resource.
`GET https://apizie.tech/v1/finance:boss-insights/expense-get` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Replaces the Expense resource.
`POST https://apizie.tech/v1/finance:boss-insights/expense-replace-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |
| body | object | yes | JSON request body |

### Removes the Expense resource.
`POST https://apizie.tech/v1/finance:boss-insights/expense-remove-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of FinancialMapping resources.
`GET https://apizie.tech/v1/finance:boss-insights/financial-mapping-get-collection` (byok)

### Retrieves a FinancialMapping resource.
`GET https://apizie.tech/v1/finance:boss-insights/financial-mapping-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of FinancialPeriod resources.
`GET https://apizie.tech/v1/finance:boss-insights/financial-period-get-collection` (byok)

### Retrieves a FinancialPeriod resource.
`GET https://apizie.tech/v1/finance:boss-insights/financial-period-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves JSON Form Data
`GET https://apizie.tech/v1/finance:boss-insights/form-data-get-json-data` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| key | string | no | The key of the Form that you would like to retrieve data for. Default is 'profile'. |
| formInput1 | string | yes | Resource identifier |

### Retrieves the collection of Form resources.
`GET https://apizie.tech/v1/finance:boss-insights/form-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a Form resource.
`GET https://apizie.tech/v1/finance:boss-insights/form-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

### Retrieves the collection of GrowthHistory resources.
`GET https://apizie.tech/v1/finance:boss-insights/growth-history-get-collection` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| page | integer | no | The collection page number |
| itemsPerPage | integer | no | The number of items per page |

### Retrieves a GrowthHistory resource.
`GET https://apizie.tech/v1/finance:boss-insights/growth-history-get-resource` (byok)

| Parameter | Type | Required | Description |
|---|---|---|---|
| id | string | yes | Resource identifier |

…and 179 more. See the OpenAPI spec.

## Example
```
curl "https://apizie.tech/v1/finance:boss-insights/accounting-transaction-get-collection" \
  -H "x-api-key: $APIZIE_KEY" \
  -H "x-upstream-key: $PROVIDER_KEY"
```

## FAQ

### How do I call the Boss Insights API?
Create a free Apizie key, then send GET https://apizie.tech/v1/finance:boss-insights/accounting-transaction-get-collection with the header x-api-key. Every endpoint returns { project, data, timestamp }.

### Is the Boss Insights API free on Apizie?
Yes. The Free plan includes 1,000 requests a month at 100 requests a minute, no credit card. Boss Insights itself also needs your own key from example.myintranetapps.com.

### Can AI agents use the Boss Insights API?
Yes. Add the Apizie MCP server (https://apizie.tech/mcp) to Claude, ChatGPT, Cursor or VS Code, then ask in plain language. The agent calls run_scraper with project key finance:boss-insights.

### What is the status of the Boss Insights API?
Needs your own provider key (bring your own key)