# Findity Docs - [Findity API platform](https://developer.findity.com/docs/welcome.md) - [Getting started](https://developer.findity.com/docs/get-started-with-the-findity-api.md) - [Technology](https://developer.findity.com/docs/technology.md) - [Platform structure](https://developer.findity.com/docs/platform-structure.md) - [MCP](https://developer.findity.com/docs/mcp.md): Connect the Findity docs MCP server to Claude, Cursor, VS Code, and other AI tools to query the docs directly from your editor or chat. - [Expense MCP (beta)](https://developer.findity.com/docs/expense-mcp.md) - [Authentication](https://developer.findity.com/docs/accessing.md) - [Getting started](https://developer.findity.com/docs/getting-started-with-admin-api.md) - [Organizations](https://developer.findity.com/docs/admin-api-organizations.md) - [Dimensions](https://developer.findity.com/docs/admin-api-dimensions.md) - [Charts of accounts](https://developer.findity.com/docs/admin-api-charts-of-accounts.md) - [Users](https://developer.findity.com/docs/users-new.md) - [Approval structures](https://developer.findity.com/docs/approval-structures.md) - [Approval on dimensions](https://developer.findity.com/docs/approval-on-dimensions.md) - [Policies](https://developer.findity.com/docs/admin-api-policies.md) - [Getting Started](https://developer.findity.com/docs/getting-started-with-expense-api.md) - [Impersonating a user](https://developer.findity.com/docs/impersonating-a-user.md) - [Users](https://developer.findity.com/docs/users.md) - [Organizations](https://developer.findity.com/docs/organizations.md) - [Expenses](https://developer.findity.com/docs/expenses.md) - [Dynamic fields](https://developer.findity.com/docs/dynamic-fields.md) - [Fields - Receipt expenses](https://developer.findity.com/docs/fields-receipt-expenses.md) - [Fields - Mileage expenses](https://developer.findity.com/docs/fields-milage-expenses.md) - [Expense reports](https://developer.findity.com/docs/expense-reports.md) - [Mileage expenses (standard format)](https://developer.findity.com/docs/create-mileage-standard-format.md) - [Benefits](https://developer.findity.com/docs/benefits.md) - [Mileage route](https://developer.findity.com/docs/mileage-route.md) - [Getting started](https://developer.findity.com/docs/getting-started-with-connect-api.md) - [Voucher structure](https://developer.findity.com/docs/voucher-structure.md) - [Card transactions](https://developer.findity.com/docs/card-transactions.md) - [Card Transactions](https://developer.findity.com/docs/card-transactions-1.md) - [Request access token](https://developer.findity.com/reference/post_oauth-token-1.md): Request an OAuth access token (and, depending on the grant type, a refresh token). - [Revoke token](https://developer.findity.com/reference/post_oauth-revoke.md): Revokes a previously issued token. After revocation, the token can no longer be used to authenticate API requests. - [Create authorization for a user](https://developer.findity.com/reference/post_oauth-authorization-grant.md): With this endpoint you can create an authorization code for a user. Note: the bearer token needs special privilege to perform this task, please contact your contact person at Findity if you need this access. To address a user you need to provide the id or externalSourceId from the person object. - [Whitelist of IP addresses](https://developer.findity.com/reference/whitelist-of-ip-addresses.md) - [User](https://developer.findity.com/reference/user.md) - [Get logged in user](https://developer.findity.com/reference/get_me.md): This endpoint contains personal information like email, first name, last name, etc. The person object is the same for all organizations the user is connected to. The data in this resource is owned by the person unless the partner is the master of the personal information and has synced the persons b… - [Update logged in user](https://developer.findity.com/reference/updateuser.md): Updates the calling user's profile. - [Get user profile image](https://developer.findity.com/reference/getprofileimage.md): Returns a profile image. If user has not set one a standard avatar profile image is returned - [Upload user profile image](https://developer.findity.com/reference/uploadprofileimage.md): Do you have a new and good-looking profile picture? Go ahead and upload it to your account. - [Delete user profile image](https://developer.findity.com/reference/deleteprofileimage.md): If your profile picture doesn't hold the standard you aim for? Remove it until you have a new and shiny one. - [Change email or verify code](https://developer.findity.com/reference/createemailchallenge.md): Do you want to change the email address for your user? Send in the new email address with the `change` query action parameter, and you will receive a code in the inbox of the new address. Send in this code in a new request together with the `verify` query action parameter to cement the new email add… - [Change phone or verify code](https://developer.findity.com/reference/createphonenumberchallenge.md): Do you want to change the phone number for your user? Send in the new number with the `change` query action parameter, and we will send you a code to the new phone number. Send in this code in a new request together with the `verify` query action parameter to change the phone number. - [Deletes the users phone number](https://developer.findity.com/reference/deletephonenumber.md): Just delete the phone number of the user. - [Update password of logged in user](https://developer.findity.com/reference/changepassword.md): Changes the calling user's password. Requires the current password in the body for re-authentication. - [Get user extra recipients](https://developer.findity.com/reference/getextrarecipient.md): List the additional email addresses of a user. - [Add extra recipient email or verify code](https://developer.findity.com/reference/createextrarecipientchallenge.md): You can send email receipts to the expense platform and we will create an expense automatically. If you want to add more addresses besides the one that is already registered, for instance, if you have a private address that you want to send in receipts from. You can add them on this endpoint with th… - [Get counters for all organizations that user belongs to](https://developer.findity.com/reference/getcounters.md): Shows how many notifications, rejected expenses, reports to approve (as an approver), etc. The `transaction` and `inbox` is not yet implemented. - [Deletes an extra recipient](https://developer.findity.com/reference/deleteextrarecipient.md): Of course, you can remove an addition email address entry. - [Fetch user settings in fields format](https://developer.findity.com/reference/getusersettings.md): Returns the calling user's settings as a field-builder envelope — the same shape accepted by `PUT /me/settings/fields`. - [Update logged in user using fields structure](https://developer.findity.com/reference/updateuserfieldsformat.md): Updates the calling user's profile from a fields-format payload (the same shape returned by `GET /me?format=fields`). Validation errors are returned in the same fields-format shape so the client can merge them back into the form. - [Transient update of user settings in fields format](https://developer.findity.com/reference/putusersettings.md): Rebuilds the user-settings field-builder envelope after the client applies a dynamic form action — adding or removing a field group like a temporary approver or a personal vehicle. The endpoint does not persist changes; despite being PUT, the controller action is readOnly = true. The client sends it… - [Search chart of accounts](https://developer.findity.com/reference/searchaccounts.md): Returns the organization's chart of accounts as a list. - [Search card liabilities](https://developer.findity.com/reference/searchcardliabilities.md): Returns the card-liability options configured for the organization (e.g. `EMPLOYEE_PAID`, `COMPANY_PAID`) as a picker list. - [Search card owner types](https://developer.findity.com/reference/searchcardownertypelist.md): Returns the card-owner-type options configured for the organization (e.g. `PERSONAL`, `CORPORATE`) as a picker list. - [Search salary types](https://developer.findity.com/reference/searchsalarytypes.md): Returns the organization's salary types in a display-ready format for use in expense-entry pickers — each entry is reduced to id + a `"{number} - {name}"` label. Supports `searchText` for prefix-style filtering. - [List organizations with approver role](https://developer.findity.com/reference/getapprovalorganizations.md): Returns the organizations where the calling user is configured as an approver in at least one approval chain. Use as an inbox-source before fetching specific approvals. - [Search temporary approver candidates](https://developer.findity.com/reference/searchusersfortemporaryapprovals.md): Returns users in the organization that can be added as temporary approvers on the calling approver's behalf. - [Get user organizations](https://developer.findity.com/reference/getorganizations.md): Lists the users organizations, i.e. the organizations that the user is expensing for plus organizations that the user is an approver for. Normally a user only belongs to one organization but a user may have multiple organizations. This resource returns the organizations the person belongs to togethe… - [Get a user organization](https://developer.findity.com/reference/getorganization.md): Returns a single organization that the user has access to, specified by the organization id. - [Organization expense types](https://developer.findity.com/reference/getorganizationexpensetypes.md): Returns the expense types available on the current organization. The expense types can be: - [Organization expense type](https://developer.findity.com/reference/getorganizationexpensetype.md): Fetch a single expense type for an organization. - [Organization categories](https://developer.findity.com/reference/getorganizationcategories.md): Lists the expense categories that the organization has configured. The expense categories are tied to a specific expense type. For example the ReceiptVerification expense type may have categories named **Travel**, **Hotel** and **Entertainment**. - [Organization representation types](https://developer.findity.com/reference/getorganizationrepresentationtypes.md): For receipts where the [category](https://developer.findity.com/reference/getorganizationcategories) has the type `RepresentationExpenseCategory` that category can use one or more representation types. The list of valid types is returned by this endpoint. However if you choose to use the [fields end… - [Organization car types](https://developer.findity.com/reference/getorganizationcartypes.md): For receipts where the [category](https://developer.findity.com/reference/getorganizationcategories) has the type `MileageExpenseCategory` that category can use one or more car types. The list of valid types is returned by this endpoint. - [Search custom field list](https://developer.findity.com/reference/searchcustomfieldlist.md): You can find the listkey value in the field [endpoint](https://developer.findity.com/reference/getorganizationexpensetypefields) - [Search currencies list](https://developer.findity.com/reference/searchcurrencieslist.md): Returns currencies as a picker list (ISO 4217 codes). - [Search locales list](https://developer.findity.com/reference/searchlocaleslist.md): Returns locale options as a picker list (e.g. `en_GB`, `sv_SE`). - [Search countries list](https://developer.findity.com/reference/searchcountrieslist.md): Returns countries as a picker list with translations in the caller's language. - [Search payment types list](https://developer.findity.com/reference/searchpaymenttypes.md): Returns payment-type options configured for the organization as a picker list. - [Search guests](https://developer.findity.com/reference/searchrepresentationguests.md): Returns guest contacts the calling user can attach to representation expenses - [Search fuel types list](https://developer.findity.com/reference/searchfueltypes.md): Returns fuel types as a picker list. - [Get policy document for an organization](https://developer.findity.com/reference/getpolicydocument.md): Streams the organization's policy document by id. The response body is the file bytes; `Content-Type` is `application/pdf`. - [Search time zones list](https://developer.findity.com/reference/searchtimezoneslist.md): Returns time-zone options for the given country as a picker list (IANA tz names) - [Search commuting years list](https://developer.findity.com/reference/searchcommutingyears.md): Returns commuting-year options as a picker list. - [Search commuting months list](https://developer.findity.com/reference/searchcommutingmonths.md): Returns commuting-month options for the year as a picker list. - [Search commuting days list](https://developer.findity.com/reference/searchcommutingdays.md): Returns commuting-day options for the month/year as a picker list. - [Rendering expense views](https://developer.findity.com/reference/rendering-expense-views.md) - [Field properties](https://developer.findity.com/reference/field-properties.md) - [Field types](https://developer.findity.com/reference/field-types.md) - [Expense type fields - initialize](https://developer.findity.com/reference/getorganizationexpensetypefields.md): Returns the field definitions needed to render a form for creating or editing an expense record of the given `expenseType`. The shape of `fields` varies by type (`ReceiptVerification`, `CarSpecification`, `SubsistenceAllowance`, `FoodBenefitsSpecification`, `FuelBenefitsSpecification`) — for example… - [Expense type fields - update](https://developer.findity.com/reference/putorganizationexpensetypefields.md): Recomputes the field definitions after a client-side change to one or more fields. Send the current `fields` payload as the request body — typically after a field marked `requiresUpdate: true` was edited — and the response returns the same shape with derived and dependent fields refreshed and any cu… - [Approval expense fields - initialize](https://developer.findity.com/reference/getorganizationapprovalexpensefields.md): Returns the read-only field definitions for an expense record that an approver is reviewing. Use this endpoint instead of the regular fields-initialize endpoint when rendering the approver's review screen — it loads the existing expense record by `{expenseId}`, derives the response shape from the re… - [Expense report fields - initialize](https://developer.findity.com/reference/getorganizationexpensereportfields.md): Returns the field definitions needed to render a form for creating or editing an expense report — the container that groups expense records before submission. Pass `expenseReportId` (query) to seed the response with an existing report's values for editing; omit it to start from a blank report for cr… - [Expense report fields - update](https://developer.findity.com/reference/putorganizationexpensereportfields.md): Recomputes the field definitions after a client-side change to one or more fields on an expense report. Send the current `fields` payload as the request body — typically after a field marked `requiresUpdate: true` was edited — and the response returns the same shape with derived and dependent fields… - [Approval expense report fields - initialize](https://developer.findity.com/reference/getorganizationapprovalexpensereportfields.md): Returns the field definitions for an expense report that an approver is reviewing. Use this endpoint instead of the regular expense-report fields-initialize endpoint when rendering the approver's review screen — it loads the report by `{expenseReportId}` and assembles the response in approval contex… - [Overview](https://developer.findity.com/reference/overview-1.md) - [Global query parameters](https://developer.findity.com/reference/global-query-parameters.md) - [List expenses](https://developer.findity.com/reference/listexpenses.md): List all expenses for a user, filtered by status. - [Create a new expense](https://developer.findity.com/reference/createexpense.md): This endpoint uses the standardized fields for creating a new expense. - [Create a new expense (fields format of expense record)](https://developer.findity.com/reference/createexpenseusingfieldsformat.md): This endpoint is using the payload from the fields endpoint to create a new expense. - [Get expense](https://developer.findity.com/reference/getexpense.md): Fetch one and only one expense for a user. - [Delete expense](https://developer.findity.com/reference/deleteexpense.md): Do you want to remove an expense, no problem. - [Update expense](https://developer.findity.com/reference/updateexpense.md): Do you want to update an expense using the standardized fields, use this endpoint. - [Update expense (fields format of expense record)](https://developer.findity.com/reference/updateexpenseusingfieldsformat.md): Do you want to update an expense using the fields endpoint structure, use this endpoint. - [Get expense image](https://developer.findity.com/reference/getexpenseimage.md): Display the receipt image if one is added to the expense. - [List expense reports](https://developer.findity.com/reference/listexpensereports.md): Returns the expense reports owned by the calling user, scoped to the organization given by `organizationId`. Reports for other users in the same org are not included — use the approval endpoints for the approver's view. - [Create expense report](https://developer.findity.com/reference/createexpensereport.md): Creates an expense report owned by the calling user. The report starts in draft state and is not yet visible to approvers. - [Create expense report (fields format of expense report)](https://developer.findity.com/reference/createexpensereportusingfieldsformat.md): Creates an expense report from a fields-format payload — the same field-builder envelope returned by `GET /me/organizations/{id}/expensereports/fields`. Validation errors are returned in the same fields-format shape so the client can merge them back into the form fields. - [Get expense report](https://developer.findity.com/reference/getexpensereport.md): Returns a single expense report owned by the calling user. - [Update expense report](https://developer.findity.com/reference/updateexpensereport.md): Updates an expense report owned by the calling user, or transitions its lifecycle. - [Delete expense report](https://developer.findity.com/reference/deleteexpensereport.md): Soft-deletes an expense report owned by the calling user (status set to `DELETED`, not physically removed). Refused with 403 if any attached expense record is in a restricted status — typically because the report has already been sent in or approved. - [Update expense report (fields format of expense report)](https://developer.findity.com/reference/updateexpensereportusingfieldsformat.md): Updates an expense report from a fields-format payload — the same field-builder envelope returned by `GET /me/organizations/{id}/expensereports/fields`. Validation errors are returned in the same fields-format shape so the client can merge them back into the form fields. - [Create content](https://developer.findity.com/reference/createcontent.md): Uploads a binary file as a `Content` resource the client can later attach to an expense record (e.g. as a receipt). The created resource is *temporary* — owned by the caller and eligible for cleanup if it is not subsequently attached. When `action=scan` is passed, the OCR result is persisted on the… - [Get content](https://developer.findity.com/reference/getcontent.md): Returns metadata about an uploaded content resource (name, description, scan result if requested) without streaming the binary. Pair with `/content/{id}/image` or `/content/{id}/content` when you need the actual bytes. Accessible to the resource's owner and to approvers of the expense report the con… - [Delete content](https://developer.findity.com/reference/deletecontent.md): Deletes a previously uploaded content resource. Only *temporary* resources — those not yet attached to an expense record — can be deleted, and only by the resource's owner. The operation is idempotent: deleting an already-missing resource returns 204 rather than 404. - [Trigger action](https://developer.findity.com/reference/triggercontentaction.md): Runs a server-side action against a previously uploaded content resource. The canonical use is calling `?action=scan` on a content that was uploaded without one, to add OCR after the fact; the scan result is persisted on the resource so subsequent GETs surface it via `include=scanResult`. - [Get as image](https://developer.findity.com/reference/getcontentasimage.md): Streams a content resource as a PNG image, optionally resized server-side to fit a max bounding box (set with `?size`). Use this when displaying an uploaded image as a thumbnail or preview rather than handling the original bytes. - [Get as binary](https://developer.findity.com/reference/getcontentasbinary.md): Streams the original bytes of an uploaded content resource as-is, with no resizing or format conversion. Use this when the client needs the unmodified file (e.g. to download the original receipt photo or PDF); use `/content/{id}/image` if you want a rendered preview. - [Get place suggestions](https://developer.findity.com/reference/getplacesuggestions.md): Returns place autocomplete suggestions for a partial address string. Used by the mileage UI to pick start/end locations. - [Get route directions](https://developer.findity.com/reference/getroutedirections.md): Returns turn-by-turn directions and total distance for a route between the supplied waypoints. Used to compute mileage expense distances. - [List fleet management trips](https://developer.findity.com/reference/getfleetmanagementtrips.md): Lists fleet management trips recorded against the given expense category. Used to source mileage data into expense records. - [List approvals](https://developer.findity.com/reference/listapprovals.md): Returns the list of expense reports the calling user has authority to approve in this organization — the approver's inbox. Access is granted by approval-chain membership, so a user without full org membership still sees the reports they're chained to approve. - [List approvals by person](https://developer.findity.com/reference/listapprovalsbyperson.md): Returns the calling user's pending approvals aggregated by the submitting employee. - [Approve or reject records in report](https://developer.findity.com/reference/putapprovalsbyreportid.md): Approves or rejects expense records in the report on behalf of the calling user, for the named approval chain. Omitted records are treated as approved. - [Get approval for report by approvalChainId](https://developer.findity.com/reference/getreportforapprovalbyapprovalchainid.md): Returns the approver's view of an expense report for the given approval chain — the records to review, the approver's permissions, and prior approval state. - [List expense records attached to expense report for approval](https://developer.findity.com/reference/listexpenseapprovals.md): Returns the expense records inside an expense report, in the approver's view — restricted to records the calling approver has authority over. - [List next-step approvers](https://developer.findity.com/reference/listapproversfromnextapprovalstep.md): Returns the approvers configured in the step that follows the caller's current approval step. Useful for surfacing who the report will be routed to once the caller approves. - [List notifications](https://developer.findity.com/reference/listnotifications.md): Lists in-app notifications for the calling user — system messages, approval updates, and other event reminders. - [Get notification](https://developer.findity.com/reference/getnotification.md): Returns a single notification by id. - [Bulk update notifications](https://developer.findity.com/reference/updatenotifications.md) - [Delete notification](https://developer.findity.com/reference/deletenotification.md) - [Search users](https://developer.findity.com/reference/impersonationuserssearch.md): Returns the users this caller is allowed to impersonate, filtered by `searchText`. Used by admins to pick a target user before starting an impersonation session. The list is empty when the caller is already impersonating another user — you can't chain impersonations from within an active session. - [V0 - Get list of licenses](https://developer.findity.com/reference/4eb6c64b-1fdd-4160-ad57-b7f1342e63cd.md): Please note: in order for this API call to start working your API key needs additional permissions. Please reach out to Findity to get help with adding this. - [V0 - List organization licenses](https://developer.findity.com/reference/c8351303-8b26-4f04-80a4-6fbe6b8cb754.md): Returns license usage data for the entity in the URL — one row per active license per organization for the selected month. Used by billing tools and partner-facing dashboards to reconcile what's being charged. Note: your API key needs additional permissions enabled before this call works — contact F… - [V0 - List partner licenses](https://developer.findity.com/reference/0b372159-1813-4d87-84d0-6fa4938c7097.md): Lists all licenses for a Partner. Please note: in order for this API call to start working your API key needs additional permissions. Please reach out to Findity to get help with adding this. - [V0 - Update dimensions (externalId)](https://developer.findity.com/reference/d2ad51c8-d180-436c-a5b2-dc30b749b68a.md): Creates, updates, or removes custom dimension definitions on the organization. The request body is the full set of dimensions to apply: definitions in the body are upserted; definitions present on the organization but absent from the body may be removed. After applying changes, the API rebuilds the… - [V0 - Update dimensions (internalId)](https://developer.findity.com/reference/2147aae6-6ae4-457d-81f1-1f9e488bf5a2.md): Creates, updates, or removes custom dimension definitions on the organization. The request body is the full set of dimensions to apply: definitions in the body are upserted; definitions present on the organization but absent from the body may be removed. After applying changes, the API rebuilds the… - [V0 - Manage values (internalId)](https://developer.findity.com/reference/52742a94-8a23-482f-8c36-b6a243554a4b.md): Replaces or extends the values on a custom dimension's list. Send the request body with the full intended value set; the server reconciles against the existing values, matching by external id where applicable. Use this from integrations that sync dimension catalogs (e.g. cost-center lists) from an e… - [V0 - Manage values (externalId)](https://developer.findity.com/reference/457ea28e-83fb-4f24-86f7-b09a24c8c74a.md): Replaces or extends the values on a custom dimension's list. Send the request body with the full intended value set; the server reconciles against the existing values, matching by external id where applicable. Use this from integrations that sync dimension catalogs (e.g. cost-center lists) from an e… - [V0 - List dimensions (externalId)](https://developer.findity.com/reference/72a0daeb-3248-4ed5-a3e1-a886d02b9eb8.md): Lists all custom dimension definitions configured on the organization. Custom dimensions appear on expenses or expense reports as additional fields (free text or selectable lists). Only definitions whose lifecycle status is not `DELETED` are returned. - [V0 - List dimensions (internalId)](https://developer.findity.com/reference/bd498c1c-9071-4e58-9ada-e9948aa23c68.md): Lists all custom dimension definitions configured on the organization. Custom dimensions appear on expenses or expense reports as additional fields (free text or selectable lists). Only definitions whose lifecycle status is not `DELETED` are returned. - [V0 - Get the list with values (externalId)](https://developer.findity.com/reference/4e4c4985-0873-4c54-90e6-4b869c3ad3ed.md): Returns the values of a custom dimension's list — the picker options expense submitters see when tagging an expense with this dimension. Each value carries an id, a name, and optionally an external source id. The list is owned by the organization, so each organization has its own value set even when… - [V0 - Get the list with values (internalId)](https://developer.findity.com/reference/4ded773e-0461-4251-875b-149ba7b6ef38.md): Returns the values of a custom dimension's list — the picker options expense submitters see when tagging an expense with this dimension. Each value carries an id, a name, and optionally an external source id. The list is owned by the organization, so each organization has its own value set even when… - [V0 - Get the list of approvers on values (externalId)](https://developer.findity.com/reference/073d7b4a-b6f5-4902-ad53-554a76ac178d.md): Returns the values of a custom dimension's list together with each value's approver assignment — the people who can approve expenses tagged with that value. Sub-variant of `GET .../list/` with approver detail included; useful when building approval-workflow administration UIs. - [V0 - Manage approvers on values (internalId)](https://developer.findity.com/reference/9559fc37-656e-43d8-b03c-cc8e9b71d339.md): Updates only the approver assignments on existing values of a custom dimension's list — leaves the values themselves untouched. Send the desired approver set per value in the body; pass `clearApproversNotInInput=true` to also strip approvers from values not mentioned. Use this to sync approver mappi… - [V0 - Manage approvers on values (externalId)](https://developer.findity.com/reference/e27b1441-7a53-4e4a-9d1f-60028944d800.md): Updates only the approver assignments on existing values of a custom dimension's list — leaves the values themselves untouched. Send the desired approver set per value in the body; pass `clearApproversNotInInput=true` to also strip approvers from values not mentioned. Use this to sync approver mappi… - [V0 - List Reports (internalId)](https://developer.findity.com/reference/cc39ce0d-db17-43fe-bc76-3d0ca79ae42d.md): Returns the expense reports in the given organization. - [V0 - List Reports (externalId)](https://developer.findity.com/reference/35ad2968-c199-466c-b801-300d11f8c1ef.md): Returns the expense reports in the given organization. - [V0 - Get Report](https://developer.findity.com/reference/9ece1593-5362-4079-9a1b-df9a2d9fd8f7.md): Returns a single expense report by its internal id, in the full admin view. Use this when an admin or partner tool needs the report's complete state — status, attached records, financial totals — for inspection, troubleshooting, or downstream processing. - [V0 - Update report status](https://developer.findity.com/reference/c5709fad-37fe-49dc-b75d-16efb31ee2b3.md): Sets an expense report's lifecycle status to the value in the `{status}` path segment — used by admin tools and integrations to push reports between states (e.g. marking as `SENT` after a payroll export). - [V0 - Bulk send expense reports](https://developer.findity.com/reference/bulksendexpensereports.md): Sends multiple expense reports in a single request, batching them into one export file. This matches the behavior of selecting and sending multiple reports at once in the Findity UI. - [Get accounts](https://developer.findity.com/reference/admingetaccounts.md): Returns the chart of accounts — the organization's list of accounting numbers — used to categorise expenses against the customer's general ledger. Scoped to the calling user's organization; admin access is required and a caller without it gets a 404 for the organization itself rather than an empty l… - [Get account](https://developer.findity.com/reference/admingetaccount.md): Returns a single accounting number from the organization's chart of accounts. Returns 404 if the account does not exist or doesn't belong to the calling user's organization — the same 404 is used for both cases to avoid revealing accounts the caller can't access. - [Create account](https://developer.findity.com/reference/admincreateaccount.md): Creates an accounting number on the organization's chart of accounts so subsequent expense categorisations can reference it. The new account starts active and is immediately available for use. - [Update account](https://developer.findity.com/reference/adminupdateaccount.md): Updates an existing accounting number on the organization's chart of accounts. The same 404 pattern as `GET /accounts/{accountId}` applies. - [Unlock locked account](https://developer.findity.com/reference/unlockuser.md): Restores login access for a user account that was temporarily locked (typically after too many failed login attempts). Clears the account's `lockedUntil` timestamp and sets its status back to `ACTIVE`. The user can sign in immediately after the call returns. Does not affect users that were administr… - [Delete account](https://developer.findity.com/reference/admindeleteaccount.md): Deactivates an accounting number on the organization's chart of accounts so it can no longer be used to categorise new expenses. The operation is a soft delete — the account is marked inactive rather than removed from the database. Cannot be used when the organization's accounting numbers are synced… - [Get salary types](https://developer.findity.com/reference/admingetsalarytypes.md): Returns the salary types defined for the organization — the subset of accounting numbers used to route expenses (per-diem, mileage, etc.) into payroll line items. Scoped to the calling user's organization. - [Create salary type](https://developer.findity.com/reference/admincreatesalarytype.md): Creates a salary type on the organization's payroll routing list so subsequent expense routing can reference it (e.g. to direct mileage reimbursements to the right payroll line). The new salary type starts active and is immediately available for use. - [Get salary type](https://developer.findity.com/reference/admingetsalarytype.md): Returns a single salary type from the organization's payroll routing list. - [Update salary type](https://developer.findity.com/reference/adminupdatesalarytype.md): Updates an existing salary type on the organization's payroll routing list. - [Delete salary type](https://developer.findity.com/reference/admindeletesalarytype.md): Deactivates a salary type on the organization's payroll routing list so it can no longer be used to direct new expenses. The operation is a soft delete — the salary type is marked inactive rather than removed from the database. Cannot be used when the organization's salary codes are synced from an e… - [List expense reports](https://developer.findity.com/reference/listpartnerexpensereports.md): Lists expense reports for the specified partner. - [Get expense report](https://developer.findity.com/reference/getpartnerexpensereport.md): Retrieves a specific expense report by id for the partner. - [List expense reports for organization](https://developer.findity.com/reference/listorganizationexpensereports.md): Lists expense reports for the specified organization. - [Get expense report for organization](https://developer.findity.com/reference/getorganizationexpensereport.md): Retrieves a specific expense report by id for the organization. - [List expense report exports for an organization](https://developer.findity.com/reference/listexpensereportsexports.md): Returns a paginated list of expense report exports for the given organization. - [Download an expense report export](https://developer.findity.com/reference/getexpensereportsexport.md): Returns the raw export content (e.g. CSV, ISO-20022 XML) for the requested export. The response body is the binary/text content of the export file. - [Get export categories](https://developer.findity.com/reference/get_organizations-id-categories.md) - [Update expense IRIS category](https://developer.findity.com/reference/updateexpenseiriscategories.md) - [List organizations](https://developer.findity.com/reference/adminlistorganizations.md): Returns a paginated list of organizations that the authenticated admin user has permission to administer. Results can be filtered by name, sorted, and paginated. When the account has several persons linked to it, organizations administered by any of those persons are returned by default; set `linked… - [V0 - List organizations](https://developer.findity.com/reference/organizations-4.md): List the organizations the current user is administrating - [Get organization](https://developer.findity.com/reference/admingetorganization.md): Returns a single organization by its internal ID or `externalSourceId`. Pass the organization's `externalSourceId` as the `{organizationId}` path parameter and the API resolves it to the correct organization. Returns 404 when the organization does not exist or the authenticated user is not an admini… - [V0 - Get organization (externalId)](https://developer.findity.com/reference/9eec9c73-7c47-4f0f-848c-c87586eba4e3.md): Fetches an organization by its external source ID. Returns the full organization object including settings, partner information, recipients, and the configured Expense Management service. Returns 404 if no organization with the given external ID exists for the calling client application. - [V0 - Get organization (internalId)](https://developer.findity.com/reference/fc7db250-eb85-4218-b94e-60614651fabe.md) - [V0 - Create/Update organization (externalId)](https://developer.findity.com/reference/257a0f44-181f-4663-a675-93b37685871f.md): Creates a new organization or updates an existing one, identified by its external source ID. If no organization exists with this external ID, a new one is created — `className` is required in this case. If one exists, the supplied fields are merged into it. - [V0 - Update organization (internalId)](https://developer.findity.com/reference/72ac2457-63fc-4fe9-a76a-6f977bdc0e9d.md) - [V0 - Delete organization (externalId)](https://developer.findity.com/reference/9e662b90-aaf6-413b-8889-63c3eb9ba54d.md): Deletes an organization identified by its external source ID. Optional query parameters control whether attached persons are also removed and provide an audit reason. - [V0 - Delete organization (internalId)](https://developer.findity.com/reference/beb8e569-69c8-47a2-a177-b182592733b8.md) - [V0 - Report Counters (externalId)](https://developer.findity.com/reference/391b0ade-2a8f-4e51-ab3f-c085510f3ab2.md): Returns counts of expense reports in the given organization, grouped by lifecycle status. Use this to populate dashboard summaries — e.g. "X reports pending approval, Y awaiting payment". The `counterStatuses` query parameter selects which counts to compute. - [V0 - Lookup organization](https://developer.findity.com/reference/e4f63203-db66-4d71-bd81-6d08ee1f1bb8.md) - [V0 - Report Counters (internalId)](https://developer.findity.com/reference/30168bd1-5f4b-42db-ae02-c697abba16ea.md): Returns counts of expense reports in the given organization, grouped by lifecycle status. Use this to populate dashboard summaries — e.g. "X reports pending approval, Y awaiting payment". The `counterStatuses` query parameter selects which counts to compute. - [Get approval setup](https://developer.findity.com/reference/admingetapproval.md): Returns the main approval setup of the organization. The `organizationId` path parameter supports both the Findity id and the partner-side `externalId`. - [Get approval sections](https://developer.findity.com/reference/admingetapprovalsections.md): Returns the approval sections configured on the organization. The `organizationId` path parameter supports both the Findity id and the partner-side `externalId`. - [Get approval section setup](https://developer.findity.com/reference/admingetapprovalsectionsetup.md) - [V0 - List Partners](https://developer.findity.com/reference/befe11fc-8000-4e2e-b715-329e28089876.md): Lists all Partners the API key currently have access to. Please note: in order for this API call to start working your API key needs additional permissions. Please reach out to Findity to get help with adding this. - [V0 - Create partner](https://developer.findity.com/reference/417c19b9-f840-4259-9420-ae4cda4830eb.md): Creates a new Partner. - [V0 - Update partner](https://developer.findity.com/reference/7ba94600-5bce-432e-af4a-1a1ba9d71ee0.md): Updates an existing Partner. - [List of partner consultants](https://developer.findity.com/reference/get_partners-id-consultants.md) - [List partner organizations](https://developer.findity.com/reference/listpartnerorganizations.md): Retrieves a paginated list of organizations associated with a specific partner. - [Get partner details](https://developer.findity.com/reference/getpartnerdetails.md): Returns details for a single partner. By default only the minimal "core" fields are returned. Each consumer requests only the sections it needs through the `include` query parameter, which keeps the response small and fast. - [List policy documents for an organization](https://developer.findity.com/reference/list.md) - [Get policy document](https://developer.findity.com/reference/get.md) - [Update policy document](https://developer.findity.com/reference/put_organizations-organizationid-policies-documents-documentid.md) - [Delete policy document](https://developer.findity.com/reference/delete.md) - [V0 - Get export file](https://developer.findity.com/reference/bc57d1f0-b38b-4045-a516-a72aa36e8372.md): Returns the contents of a previously-generated expense-report export — typically a voucher JSON, CSV, or PDF, depending on what the integration produced. Use this to download or stream an export created earlier; pair with `GET /expensereportsexports/` to discover the available `fileId`s. - [V0 - Get list of files](https://developer.findity.com/reference/e1d32581-77e0-41ce-ad15-2ff6ad09b8cf.md): Returns the list of expense-report exports that have been generated for the organization. Use this to discover available export files (their ids, statuses, and metadata) before fetching their contents via `GET /expensereportsexport/{fileId}`. - [V0 - Get Person (externalId)](https://developer.findity.com/reference/31d6a9f6-0854-45c6-ae5d-ad0d9d2bc84f.md): Retrieves the Persons data. A Person is a unique invididual, and a Person can have multiple Users (in multiple Organizations). Please note: to use this API call your API key needs additional access (Client Application access), please contact your contact person at Findity to enable this. - [V0 - Get Person (internalId)](https://developer.findity.com/reference/8f487890-5426-47e8-9afc-87cff3bbec21.md): Retrieves the Persons data. A Person is a unique invididual, and a Person can have multiple Users (in multiple Organizations). Please note: to use this API call your API key needs additional access (Client Application access), please contact your contact person at Findity to enable this. - [V0 - Update person (internalId)](https://developer.findity.com/reference/2f6b863e-d41d-44c5-8cd9-265736684c1d.md): Retrieves the Persons data. A Person is a unique invididual, and a Person can have multiple Users (in multiple Organizations). - [V0 - List users (externalId)](https://developer.findity.com/reference/7a90bb94-4125-428c-ac35-0d330733bfbb.md): Lists users in the organization. The response can be filtered with query parameters for user status, license group, search text, and toggles for partner admins, accounting consultants, fuel benefit users, congestion users, and admin-only users. Pagination is supported via `max`/`offset`. - [V0 - List users (internalId)](https://developer.findity.com/reference/2809770e-a869-4973-a99b-96e4a08bce06.md): Lists users in the organization. The response can be filtered with query parameters for user status, license group, search text, and toggles for partner admins, accounting consultants, fuel benefit users, congestion users, and admin-only users. Pagination is supported via `max`/`offset`. - [V0 - Add, update or remove employee (externalId)](https://developer.findity.com/reference/4c0f9beb-7beb-439f-8021-889586914d9d.md): Creates, updates, or removes users in the organization. The request body is an array of user objects: each object is upserted (matched on `externalSourceId`); to remove a user, set `delete: true` on that user object. An invitation email is sent to new users by default — control with the `sendInvitat… - [V0 - Add, update or remove employee (internalId)](https://developer.findity.com/reference/870c6890-0ea4-4df3-b4eb-74f03c0acc6f.md): Creates, updates, or removes users in the organization. The request body is an array of user objects: each object is upserted (matched on `id`); to remove a user, set `delete: true` on that user object. An invitation email is sent to new users by default — control with the `sendInvitationMail` query… - [V0 - List definitions](https://developer.findity.com/reference/43c19741-6838-40e8-83b3-fc736b0dd57b.md) - [V0 - Update definitions](https://developer.findity.com/reference/15530c1b-c3fc-4f4b-9d5e-a300ee008c04.md) - [V0 - Get the list with values](https://developer.findity.com/reference/36e50afa-6b76-49f7-94ed-3690f8413e46.md): Returns the values of a custom dimension's list — the picker options expense submitters see when tagging an expense with this dimension. Each value carries an id, a name, and optionally an external source id. The list is owned by the organization, so each organization has its own value set even when… - [V0 - Manage values](https://developer.findity.com/reference/b6145386-b590-4b62-ab51-13308f84542d.md): Replaces or extends the values on a custom dimension's list. Send the request body with the full intended value set; the server reconciles against the existing values, matching by external id where applicable. Use this from integrations that sync dimension catalogs (e.g. cost-center lists) from an e… - [Get available VAT rates for an organization based on VAT mode](https://developer.findity.com/reference/getvatsettings.md) - [Update VAT settings for an organization](https://developer.findity.com/reference/updatevatsettings.md) - [V0 - List Organizational Units (externalId)](https://developer.findity.com/reference/f17b271a-6fec-432c-81bb-e7edd4b39ffe.md) - [V0 - List Organizational Units (internalId)](https://developer.findity.com/reference/1918cb36-da39-4668-b681-464634f7d8b7.md) - [V0 - Update Organizational Units (externalId)](https://developer.findity.com/reference/5d7d25d5-0fe1-471e-9029-0225c19f450e.md) - [V0 - Update Organizational Units (internalId)](https://developer.findity.com/reference/89aa49f3-23ef-42da-ad71-abd2e9a265ab.md) - [V0 - List Accounting Consultants (internalId)](https://developer.findity.com/reference/73a843e9-be14-429e-9118-a9b2f300f9ab.md) - [V0 - List Accounting Consultants (externalId)](https://developer.findity.com/reference/1cf073cd-8ed0-4095-8e40-1678f155ced6.md) - [V0 - Add/remove Accounting Consultant (externalId)](https://developer.findity.com/reference/7c039449-25b8-4c51-9ba3-c1939d684632.md): Creates, updates or deletes an Accounting Consultant. Please not: A setting for creating accounts if they do not exists (on CA level) needs to be toggled for this to work, please contact your contact person at Findity to get this enabled - [Get the total amount and emissions in the organization and categorize emissions to specific sources of emission](https://developer.findity.com/reference/gettotalemissiondata.md) - [Get top emitters](https://developer.findity.com/reference/gettopemitters.md) - [Get the emissions data month by month](https://developer.findity.com/reference/getemissionmonthbymonth.md) - [Get the intensity of carbon emissions](https://developer.findity.com/reference/getcarbonintensity.md) - [Get the emission data of distance](https://developer.findity.com/reference/gettotaldistancedata.md) - [Get emissions by travel (road)](https://developer.findity.com/reference/gettravelbyroad.md) - [Request export of carbon emissions](https://developer.findity.com/reference/export.md) - [List carbon emission exports](https://developer.findity.com/reference/getcarbonemissionexports.md) - [Download carbon emission export](https://developer.findity.com/reference/getcarbonemissionexport.md) - [Delete carbon emission export](https://developer.findity.com/reference/deletecarbonemissionexport.md) - [Get latest added expenses by organization](https://developer.findity.com/reference/getlatestaddedexpenses.md) - [Get the average carbon emission per kilometer](https://developer.findity.com/reference/getaverageemissionperkm.md) - [Get carbon emissions per dimension type](https://developer.findity.com/reference/getemissionsperdimensiontype.md) - [Get all dimensions used in carbon footprint](https://developer.findity.com/reference/getalldimensionsusedincarbonfootprint.md) - [Get commuting distances by vehicle and fuel type](https://developer.findity.com/reference/getdistancebyvehicleandfueltype.md) - [Exports](https://developer.findity.com/reference/exports.md) - [List exports](https://developer.findity.com/reference/get_organizations-organizationid-exports.md): Returns a paginated list of all exports. - [Get export](https://developer.findity.com/reference/get_organizations-organizationid-exports-exportid.md): Returns information about a single export. - [Get export vouchers](https://developer.findity.com/reference/get_organizations-organizationid-exports-exportid-export.md): Returns the voucher package that was generated when bulk sending - [Process export](https://developer.findity.com/reference/put_organizations-organizationid-exports-exportid-updatestatus.md): When you have fetched all expense data from the voucher endpoint, you need to update the status of each voucher to mark the export as processed. The status of a voucher can be `SUCCESS` or `FAILED`. - [Update export content](https://developer.findity.com/reference/put_organizations-organizationid-exports-exportid-content.md): Update the status and adds content to the export. - [Get export content](https://developer.findity.com/reference/get_organizations-organizationid-exports-exportid-content.md): Returns the stored content, for example the Excel file if the integration is a Excel integration. - [Overview](https://developer.findity.com/reference/overview-2.md) - [Integration Webhook](https://developer.findity.com/reference/integration-webhook.md) - [Add new card transaction](https://developer.findity.com/reference/addcardtransaction.md) - [2025 May](https://developer.findity.com/changelog/may-2025.md) - [2025 Januari](https://developer.findity.com/changelog/januari-2025.md) - [2024 December](https://developer.findity.com/changelog/2024-december.md) - [2024 November](https://developer.findity.com/changelog/2024-november.md) - [2024 October](https://developer.findity.com/changelog/2024-october.md) - [2024 August](https://developer.findity.com/changelog/2024-august.md) - [2024 June](https://developer.findity.com/changelog/2024-june.md) - [2024 May](https://developer.findity.com/changelog/202405.md) - [2024 April](https://developer.findity.com/changelog/2024-04-04.md) - [2024 March](https://developer.findity.com/changelog/2024-03-13.md) - [Changes to the API's](https://developer.findity.com/changelog/changes-to-the-apis.md) ## OpenAPI Specs - [authentication](/openapi/authentication.json) - [findity-admin-api-1](/openapi/findity-admin-api-1.json) - [findity-admin-api](/openapi/findity-admin-api.json) - [findity-connect-api](/openapi/findity-connect-api.json) - [findity-expense-api](/openapi/findity-expense-api.json) - [findity-onboarding-api](/openapi/findity-onboarding-api.json)