Clio Accounting API (v1)

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Clio Accounting API Support: api@clio.com License: Proprietary

Developer Support and Feedback

Clio takes the availability and stability of our API seriously; please report any degradations or breakages to Clio Accounting's API Support team at api@clio.com.
For business and partnership inquiries, contact our API Partnerships team at api.partnerships@clio.com.
For best practices and tips from the Clio development community, join the conversation in the Clio Developer Slack Channel.

Getting Started

Note: Clio Accounting is available in the US region only. Every request goes to a single base URL, https://api.clio.com/accounting. There are no region-specific endpoints.

Public REST API for the Clio Accounting service. Every path below is relative to that base URL, and all endpoints serve JSON.

Authentication

Authenticate with an OAuth 2.0 bearer token (Authorization: Bearer <jwt>) issued through the Clio API Hub. Pass the OpenAPI version with X-API-Version: YYYY-MM-DD to pin a specific contract, or unstable to opt in to the latest spec.

Responses

Successful responses use { "data": ... } envelopes (with { "meta": { "paging": ... } } on paginated collections). Errors use { "error": { "status": "<code>", "message": "..." } }.

Account

Operations for the authenticated firm's account

Retrieve the authenticated firm's account

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

200
401
403
500

Content type

application/json

{"data": {"id": 626,
"name": "Doe & Associates",
"currency": "USD",
"country": "US",
"status": "active",
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Users

Operations for managing users on the authenticated firm's account

List users on the authenticated firm's account

query Parameters

limit	integer [ 1 .. 200 ] Default: 25
page_token	string Opaque token for cursor-based pagination. Pass back the value from `meta.paging.next` to fetch the next page.
email	string Filter users by email address (exact match). An unrecognized or malformed address returns an empty collection rather than an error.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

200
400
401
403
500

Content type

application/json

{"data": [{"id": 626,
"first_name": "Jane",
"last_name": "Doe",
"email": "jane.doe@example.com",
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z",
"account": {"id": 350,
"firm_name": "Doe & Associates"
}
}
],
"meta": {"paging": {"next": "http://example.com",
"previous": "http://example.com"
}
}
}

Retrieve a user by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"data": {"id": 626,
"first_name": "Jane",
"last_name": "Doe",
"email": "jane.doe@example.com",
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z",
"account": {"id": 350,
"firm_name": "Doe & Associates"
}
}
}

Journal Entries

Operations for journal entries on the authenticated firm's account

List journal entries on the authenticated firm's account

query Parameters

limit	integer [ 1 .. 200 ] Default: 25
page_token	string Opaque token for cursor-based pagination. Pass back the value from `meta.paging.next` to fetch the next page.
date_from	string <date> Only return entries on or after this date (inclusive).
date_to	string <date> Only return entries on or before this date (inclusive).

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

200
400
401
403
500

Content type

application/json

{"data": [{"id": 626,
"date": "2019-08-24",
"description": "string",
"user": {"id": 512,
"first_name": "string",
"last_name": "string"
},
"vendor": {"id": 418,
"name": "string"
},
"client": {"id": 205,
"display_name": "string"
},
"matter": {"id": 337,
"display_name": "string"
},
"journal_entry_items": [{"id": 811,
"ledger_account": {"id": 704,
"name": "string"
},
"operation_type": "debit",
"amount": {"amount": "5.05",
"currency": "USD"
},
"description": "string",
"user": {"id": 513,
"first_name": "string",
"last_name": "string"
},
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"meta": {"paging": {"next": "http://example.com",
"previous": "http://example.com"
}
}
}

Create a journal entry on the authenticated firm's account

header Parameters

X-API-Version	string^(unstable\|\d{4}-\d{2}-\d{2})$ Example: 2026-03-31 Pins the request to a specific OpenAPI contract. Pass a date in `YYYY-MM-DD` format to select that version, or `unstable` to opt in to the latest spec. Omit to use the default (latest stable) contract.
Idempotency-Key	string <= 255 characters Optional client-supplied key that makes the create idempotent. Replaying a request with the same key and the same request body returns `201` with the originally created resource instead of creating a second one. Reusing the same key with a different request body returns `422`.

Request Body schema: application/json
required

required

object

date required	string <date> Calendar date the journal entry is recorded against.
description	string or null <= 500 characters Optional free-text description of the journal entry.
	object or null The related vendor, or null when the entry is not associated with a vendor.
	object or null The related client, or null when the entry is not client-related.
	object or null The related matter, or null when the entry is not matter-related.
required	Array of objects (JournalEntryItemCreateRequest) >= 2 items Line items for the entry. At least two are required, and the sum of debit amounts must equal the sum of credit amounts. Balance is enforced server-side; an unbalanced entry returns 422.

Responses

Request samples

Payload

Content type

application/json

{"data": {"date": "2019-08-24",
"description": "string",
"vendor": {"id": 418
},
"client": {"id": 205
},
"matter": {"id": 337
},
"journal_entry_items": [{"ledger_account": {"id": 626
},
"operation_type": "debit",
"amount": {"amount": "5.05",
"currency": "USD"
},
"description": "string"
},
{"ledger_account": {"id": 626
},
"operation_type": "debit",
"amount": {"amount": "5.05",
"currency": "USD"
},
"description": "string"
}
]
}
}

Response samples

Content type

application/json

{"data": {"id": 626,
"date": "2019-08-24",
"description": "string",
"user": {"id": 512,
"first_name": "string",
"last_name": "string"
},
"vendor": {"id": 418,
"name": "string"
},
"client": {"id": 205,
"display_name": "string"
},
"matter": {"id": 337,
"display_name": "string"
},
"journal_entry_items": [{"id": 811,
"ledger_account": {"id": 704,
"name": "string"
},
"operation_type": "debit",
"amount": {"amount": "5.05",
"currency": "USD"
},
"description": "string",
"user": {"id": 513,
"first_name": "string",
"last_name": "string"
},
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Retrieve a journal entry by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"data": {"id": 626,
"date": "2019-08-24",
"description": "string",
"user": {"id": 512,
"first_name": "string",
"last_name": "string"
},
"vendor": {"id": 418,
"name": "string"
},
"client": {"id": 205,
"display_name": "string"
},
"matter": {"id": 337,
"display_name": "string"
},
"journal_entry_items": [{"id": 811,
"ledger_account": {"id": 704,
"name": "string"
},
"operation_type": "debit",
"amount": {"amount": "5.05",
"currency": "USD"
},
"description": "string",
"user": {"id": 513,
"first_name": "string",
"last_name": "string"
},
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Update a journal entry by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Request Body schema: application/json
required

required

object

Partial update of a journal entry. Omitted fields are left unchanged.

date	string <date> Calendar date the journal entry is recorded against.
description	string or null <= 500 characters Free-text description of the journal entry.
	object or null The related vendor, or null when the entry is not associated with a vendor. Send null to clear a previously set vendor.
	object or null The related client, or null when the entry is not client-related. Send null to clear a previously set client.
	object or null The related matter, or null when the entry is not matter-related. Send null to clear a previously set matter.
	Array of objects (JournalEntryItemCreateRequest) >= 2 items Replaces the entry's full set of line items. When provided, the sum of debit amounts must equal the sum of credit amounts; an unbalanced entry returns 422.

Responses

Request samples

Payload

Content type

application/json

{"data": {"date": "2019-08-24",
"description": "string",
"vendor": {"id": 418
},
"client": {"id": 205
},
"matter": {"id": 337
},
"journal_entry_items": [{"ledger_account": {"id": 626
},
"operation_type": "debit",
"amount": {"amount": "5.05",
"currency": "USD"
},
"description": "string"
},
{"ledger_account": {"id": 626
},
"operation_type": "debit",
"amount": {"amount": "5.05",
"currency": "USD"
},
"description": "string"
}
]
}
}

Response samples

Content type

application/json

{"data": {"id": 626,
"date": "2019-08-24",
"description": "string",
"user": {"id": 512,
"first_name": "string",
"last_name": "string"
},
"vendor": {"id": 418,
"name": "string"
},
"client": {"id": 205,
"display_name": "string"
},
"matter": {"id": 337,
"display_name": "string"
},
"journal_entry_items": [{"id": 811,
"ledger_account": {"id": 704,
"name": "string"
},
"operation_type": "debit",
"amount": {"amount": "5.05",
"currency": "USD"
},
"description": "string",
"user": {"id": 513,
"first_name": "string",
"last_name": "string"
},
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Delete a journal entry by ID

Soft-deletes the journal entry. The entry is marked deleted rather than removed from the database.

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"error": {"status": "string",
"message": "string"
}
}

Ledger Accounts

Operations for the firm's ledger accounts

List ledger accounts on the authenticated firm's account

query Parameters

limit	integer [ 1 .. 200 ] Default: 25
page_token	string Opaque token for cursor-based pagination. Pass back the value from `meta.paging.next` to fetch the next page.
status	string Enum: "active" "inactive" Filter by account status. When omitted, only active accounts are returned.
kind	string Enum: "operating" "trust" Filter by account kind.
ledger_type	string Enum: "default" "bank" "accounts_receivable" "accounts_payable" "expense" "undeposited_funds" "fixed" "trust_liability" "income" "trust_clearing" Filter by ledger type.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

200
400
401
403
500

Content type

application/json

{"data": [{"id": 626,
"name": "Operating Account",
"code": "0100",
"status": "active",
"kind": "operating",
"ledger_type": "bank",
"ledger_account_type": {"id": 314,
"name": "string"
},
"parent": {"id": 271,
"name": "string"
},
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"meta": {"paging": {"next": "http://example.com",
"previous": "http://example.com"
}
}
}

Create a ledger account on the authenticated firm's account

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Request Body schema: application/json
required

required

object

name required	string <= 200 characters
code	string or null <= 32 characters ^[0-9-]+$ Optional chart-of-accounts code. Digits and hyphens only; null when unset.
required	object
	object or null The parent ledger account for a sub-account; omit or null for a top-level account.

Responses

Request samples

Payload

Content type

application/json

{"data": {"name": "Operating Account",
"code": "0100",
"ledger_account_type": {"id": 626
},
"parent": {"id": 271
}
}
}

Response samples

Content type

application/json

{"data": {"id": 626,
"name": "Operating Account",
"code": "0100",
"status": "active",
"kind": "operating",
"ledger_type": "bank",
"ledger_account_type": {"id": 314,
"name": "string"
},
"parent": {"id": 271,
"name": "string"
},
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Retrieve a ledger account by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"data": {"id": 626,
"name": "Operating Account",
"code": "0100",
"status": "active",
"kind": "operating",
"ledger_type": "bank",
"ledger_account_type": {"id": 314,
"name": "string"
},
"parent": {"id": 271,
"name": "string"
},
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Update a ledger account by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Request Body schema: application/json
required

required

object

name	string <= 200 characters
code	string or null <= 32 characters ^[0-9-]+$ Optional chart-of-accounts code. Digits and hyphens only; null when unset.
status	string Enum: "active" "inactive" Set to `inactive` to deactivate the account or `active` to reactivate it. Subject to validation — e.g. a parent with active sub-accounts cannot be deactivated, and a sub-account cannot be reactivated while its parent is inactive.
	object Re-types the account. Only permitted while the account is unused — an account with a linked bank account or any ledger entries cannot be re-typed (422).
	object or null The parent ledger account for a sub-account. Omit to leave the parent unchanged; send `null` to make the account top-level.

Responses

Request samples

Payload

Content type

application/json

{"data": {"name": "Operating Account",
"code": "0100",
"status": "inactive",
"ledger_account_type": {"id": 626
},
"parent": {"id": 271
}
}
}

Response samples

Content type

application/json

{"data": {"id": 626,
"name": "Operating Account",
"code": "0100",
"status": "active",
"kind": "operating",
"ledger_type": "bank",
"ledger_account_type": {"id": 314,
"name": "string"
},
"parent": {"id": 271,
"name": "string"
},
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Ledger Account Types

Operations for the firm's ledger account types

List ledger account types on the authenticated firm's account

query Parameters

limit	integer [ 1 .. 200 ] Default: 25
page_token	string
primary_type	string Enum: "unknown" "asset" "liability" "equity" "income" "expense"
ledger_type	string Enum: "default" "bank" "accounts_receivable" "accounts_payable" "expense" "undeposited_funds" "fixed" "trust_liability" "income" "trust_clearing"
bank_feed_connectable	boolean
reconcilable	boolean

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

200
400
401
403
500

Content type

application/json

{"data": [{"id": 626,
"name": "Bank - Operating",
"primary_type": "asset",
"ledger_type": "bank",
"bank_feed_connectable": true,
"reconcilable": true,
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"meta": {"paging": {"next": "http://example.com",
"previous": "http://example.com"
}
}
}

Retrieve a ledger account type by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"data": {"id": 626,
"name": "Bank - Operating",
"primary_type": "asset",
"ledger_type": "bank",
"bank_feed_connectable": true,
"reconcilable": true,
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Vendor Bills

Operations for the firm's vendor bills

List vendor bills on the authenticated firm's account

query Parameters

limit	integer [ 1 .. 200 ] Default: 25
page_token	string Opaque token for cursor-based pagination. Pass back the value from `meta.paging.next` to fetch the next page.
status	string Enum: "draft" "posted" "partially_paid" "paid" Filter by bill status.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

200
400
401
403
500

Content type

application/json

{"data": [{"id": 921,
"vendor": {"id": 418,
"company_name": "string"
},
"status": "posted",
"bill_number": "INV-1042",
"account_number": "ACME-88231",
"description": "string",
"date": "2019-08-24",
"due_date": "2019-08-24",
"client_related": true,
"amount": {"amount": "5.05",
"currency": "USD"
},
"balance_due": {"amount": "5.05",
"currency": "USD"
},
"vendor_bill_items": [{"id": 811,
"ledger_account": {"id": 815,
"name": "string"
},
"client": {"id": 205,
"display_name": "string"
},
"matter": {"id": 337,
"display_name": "string"
},
"description": "string",
"amount": {"amount": "5.05",
"currency": "USD"
}
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"meta": {"paging": {"next": "http://example.com",
"previous": "http://example.com"
}
}
}

Create a vendor bill on the authenticated firm's account

header Parameters

X-API-Version	string^(unstable\|\d{4}-\d{2}-\d{2})$ Example: 2026-03-31 Pins the request to a specific OpenAPI contract. Pass a date in `YYYY-MM-DD` format to select that version, or `unstable` to opt in to the latest spec. Omit to use the default (latest stable) contract.
Idempotency-Key	string <= 255 characters Optional client-supplied key that makes the create idempotent. Replaying a request with the same key and the same request body returns `201` with the originally created resource instead of creating a second one. Reusing the same key with a different request body returns `422`.

Request Body schema: application/json
required

required

object

required	object The vendor this bill is owed to.
date required	string <date> Calendar date the bill is recorded against.
due_date required	string <date> Calendar date the bill is due.
bill_number	string or null <= 255 characters The vendor's bill or invoice number.
account_number	string or null <= 255 characters The firm's account number with the vendor.
description	string or null <= 500 characters Optional free-text description of the bill.
required	Array of objects (VendorBillItemCreateRequest) non-empty Vendor bill line items for the bill. At least one is required. The bill's amount and balance are derived server-side from these items.

Responses

Request samples

Payload

Content type

application/json

{"data": {"vendor": {"id": 626
},
"date": "2019-08-24",
"due_date": "2019-08-24",
"bill_number": "string",
"account_number": "string",
"description": "string",
"vendor_bill_items": [{"ledger_account": {"id": 626
},
"client": {"id": 626
},
"matter": {"id": 626
},
"amount": {"amount": "5.05",
"currency": "USD"
},
"description": "string"
}
]
}
}

Response samples

Content type

application/json

{"data": {"id": 921,
"vendor": {"id": 418,
"company_name": "string"
},
"status": "posted",
"bill_number": "INV-1042",
"account_number": "ACME-88231",
"description": "string",
"date": "2019-08-24",
"due_date": "2019-08-24",
"client_related": true,
"amount": {"amount": "5.05",
"currency": "USD"
},
"balance_due": {"amount": "5.05",
"currency": "USD"
},
"vendor_bill_items": [{"id": 811,
"ledger_account": {"id": 815,
"name": "string"
},
"client": {"id": 205,
"display_name": "string"
},
"matter": {"id": 337,
"display_name": "string"
},
"description": "string",
"amount": {"amount": "5.05",
"currency": "USD"
}
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Retrieve a vendor bill by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"data": {"id": 921,
"vendor": {"id": 418,
"company_name": "string"
},
"status": "posted",
"bill_number": "INV-1042",
"account_number": "ACME-88231",
"description": "string",
"date": "2019-08-24",
"due_date": "2019-08-24",
"client_related": true,
"amount": {"amount": "5.05",
"currency": "USD"
},
"balance_due": {"amount": "5.05",
"currency": "USD"
},
"vendor_bill_items": [{"id": 811,
"ledger_account": {"id": 815,
"name": "string"
},
"client": {"id": 205,
"display_name": "string"
},
"matter": {"id": 337,
"display_name": "string"
},
"description": "string",
"amount": {"amount": "5.05",
"currency": "USD"
}
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Update a vendor bill by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Request Body schema: application/json
required

required

object

Partial update of a vendor bill. Omitted fields are left unchanged.

	object The vendor this bill is owed to.
date	string <date> Calendar date the bill is recorded against.
due_date	string <date> Calendar date the bill is due.
bill_number	string or null <= 255 characters The vendor's bill or invoice number.
account_number	string or null <= 255 characters The firm's account number with the vendor.
description	string or null <= 500 characters Free-text description of the bill.
	Array of objects (VendorBillItemCreateRequest) non-empty Replaces the bill's full set of vendor bill line items. When provided, the existing line items are removed and these are created in their place.

Responses

Request samples

Payload

Content type

application/json

{"data": {"vendor": {"id": 626
},
"date": "2019-08-24",
"due_date": "2019-08-24",
"bill_number": "string",
"account_number": "string",
"description": "string",
"vendor_bill_items": [{"ledger_account": {"id": 626
},
"client": {"id": 626
},
"matter": {"id": 626
},
"amount": {"amount": "5.05",
"currency": "USD"
},
"description": "string"
}
]
}
}

Response samples

Content type

application/json

{"data": {"id": 921,
"vendor": {"id": 418,
"company_name": "string"
},
"status": "posted",
"bill_number": "INV-1042",
"account_number": "ACME-88231",
"description": "string",
"date": "2019-08-24",
"due_date": "2019-08-24",
"client_related": true,
"amount": {"amount": "5.05",
"currency": "USD"
},
"balance_due": {"amount": "5.05",
"currency": "USD"
},
"vendor_bill_items": [{"id": 811,
"ledger_account": {"id": 815,
"name": "string"
},
"client": {"id": 205,
"display_name": "string"
},
"matter": {"id": 337,
"display_name": "string"
},
"description": "string",
"amount": {"amount": "5.05",
"currency": "USD"
}
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Delete a vendor bill by ID

Soft-deletes the vendor bill. The bill is marked deleted rather than removed from the database.

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"error": {"status": "string",
"message": "string"
}
}

Vendor Bill Payments

Operations for the firm's vendor bill payments

List vendor bill payments on the authenticated firm's account

query Parameters

limit	integer [ 1 .. 200 ] Default: 25
page_token	string Opaque token for cursor-based pagination. Pass back the value from `meta.paging.next` to fetch the next page.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

200
400
401
403
500

Content type

application/json

{"data": [{"id": 933,
"vendor": {"id": 418,
"name": "string"
},
"ledger_account": {"id": 704,
"name": "string"
},
"payment_method": "check",
"created_from": "manual",
"description": "string",
"date": "2019-08-24",
"amount": {"amount": "5.05",
"currency": "USD"
},
"vendor_bill_payment_items": [{"id": 937,
"vendor_bill": {"id": 921,
"bill_number": "string"
},
"amount": {"amount": "5.05",
"currency": "USD"
}
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"meta": {"paging": {"next": "http://example.com",
"previous": "http://example.com"
}
}
}

Create a vendor bill payment on the authenticated firm's account

header Parameters

X-API-Version	string^(unstable\|\d{4}-\d{2}-\d{2})$ Example: 2026-03-31 Pins the request to a specific OpenAPI contract. Pass a date in `YYYY-MM-DD` format to select that version, or `unstable` to opt in to the latest spec. Omit to use the default (latest stable) contract.
Idempotency-Key	string <= 255 characters Optional client-supplied key that makes the create idempotent. Replaying a request with the same key and the same request body returns `201` with the originally created resource instead of creating a second one. Reusing the same key with a different request body returns `422`.

Request Body schema: application/json
required

required

object

required	object The ledger account the payment is drawn from.
date required	string <date> Calendar date the payment is recorded against.
payment_method	string or null Enum: "cash" "check" "wire_transfer" "debit_card" "eft" "credit_card" "payment_apps" "other" How the payment was made. Omit or send null when unset.
description	string or null <= 500 characters Optional free-text description of the payment.
required	Array of objects (VendorBillPaymentItemCreateRequest) non-empty Line items tying portions of this payment to specific bills. At least one is required. The payment's total amount is derived server-side as the sum of the item amounts. Overpayment is not allowed — an item amount exceeding its bill's outstanding balance returns 422.

Responses

Request samples

Payload

Content type

application/json

{"data": {"ledger_account": {"id": 704
},
"date": "2019-08-24",
"payment_method": "check",
"description": "string",
"vendor_bill_payment_items": [{"vendor_bill": {"id": 921
},
"amount": {"amount": "5.05",
"currency": "USD"
}
}
]
}
}

Response samples

Content type

application/json

{"data": {"id": 933,
"vendor": {"id": 418,
"name": "string"
},
"ledger_account": {"id": 704,
"name": "string"
},
"payment_method": "check",
"created_from": "manual",
"description": "string",
"date": "2019-08-24",
"amount": {"amount": "5.05",
"currency": "USD"
},
"vendor_bill_payment_items": [{"id": 937,
"vendor_bill": {"id": 921,
"bill_number": "string"
},
"amount": {"amount": "5.05",
"currency": "USD"
}
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Retrieve a vendor bill payment by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"data": {"id": 933,
"vendor": {"id": 418,
"name": "string"
},
"ledger_account": {"id": 704,
"name": "string"
},
"payment_method": "check",
"created_from": "manual",
"description": "string",
"date": "2019-08-24",
"amount": {"amount": "5.05",
"currency": "USD"
},
"vendor_bill_payment_items": [{"id": 937,
"vendor_bill": {"id": 921,
"bill_number": "string"
},
"amount": {"amount": "5.05",
"currency": "USD"
}
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Void a vendor bill payment by ID

Voids (soft-deletes) the vendor bill payment. The payment is marked deleted rather than removed from the database, releasing the amounts it had applied to the associated bills.

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"error": {"status": "string",
"message": "string"
}
}

Reports

Operations for generating and downloading the firm's reports

List reports on the authenticated firm's account

query Parameters

limit	integer [ 1 .. 200 ] Default: 25
page_token	string Opaque token for cursor-based pagination. Pass back the value from `meta.paging.next` to fetch the next page.
kind	string Enum: "balance_sheet" "general_ledger" "income_statement" Filter by report kind.
state	string Enum: "queued" "in_progress" "completed" "errored" "timed_out" Filter by generation state.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

200
400
401
403
500

Content type

application/json

{"data": [{"id": 626,
"kind": "balance_sheet",
"state": "queued",
"format": "csv",
"accounting_basis": "cash",
"start_date": "2019-08-24",
"end_date": "2019-08-24",
"download_url": "http://example.com",
"download_url_expires_at": "2019-08-24T14:15:22Z",
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"meta": {"paging": {"next": "http://example.com",
"previous": "http://example.com"
}
}
}

Request generation of a report on the authenticated firm's account

Enqueues generation of a report and returns it in the queued state. Report generation is asynchronous: poll GET /reports/{id} until state reaches a terminal value (completed, errored, or timed_out). Once completed, the resource carries a short-lived signed download_url.

header Parameters

X-API-Version	string^(unstable\|\d{4}-\d{2}-\d{2})$ Example: 2026-03-31 Pins the request to a specific OpenAPI contract. Pass a date in `YYYY-MM-DD` format to select that version, or `unstable` to opt in to the latest spec. Omit to use the default (latest stable) contract.
Idempotency-Key	string <= 255 characters Optional client-supplied key that makes the create idempotent. Replaying a request with the same key and the same request body returns `201` with the originally created resource instead of creating a second one. Reusing the same key with a different request body returns `422`.

Request Body schema: application/json
required

required

object

kind required	string Enum: "balance_sheet" "general_ledger" "income_statement" The type of report to generate.
start_date	string <date> Start of the reporting period. Ignored for balance sheet. Defaults to the beginning of the current month.
end_date	string <date> End of the reporting period (or as-of date for balance sheet). Defaults to the end of the current month.
accounting_basis	string Enum: "cash" "accrual" Defaults to the firm's default accounting basis.

Responses

Request samples

Payload

Content type

application/json

{"data": {"kind": "balance_sheet",
"start_date": "2019-08-24",
"end_date": "2019-08-24",
"accounting_basis": "cash"
}
}

Response samples

Content type

application/json

{"data": {"id": 626,
"kind": "balance_sheet",
"state": "queued",
"format": "csv",
"accounting_basis": "cash",
"start_date": "2019-08-24",
"end_date": "2019-08-24",
"download_url": "http://example.com",
"download_url_expires_at": "2019-08-24T14:15:22Z",
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Retrieve a report by ID

Retrieve a report and its current generation state. Poll this endpoint until state reaches a terminal value (completed, errored, or timed_out); once completed, the resource includes a short-lived signed download_url for the generated file.

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"data": {"id": 626,
"kind": "balance_sheet",
"state": "queued",
"format": "csv",
"accounting_basis": "cash",
"start_date": "2019-08-24",
"end_date": "2019-08-24",
"download_url": "http://example.com",
"download_url_expires_at": "2019-08-24T14:15:22Z",
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Vendors

Operations for the firm's vendors

List vendors on the authenticated firm's account

query Parameters

limit	integer [ 1 .. 200 ] Default: 25
page_token	string Opaque token for cursor-based pagination. Pass back the value from `meta.paging.next` to fetch the next page.
status	string Enum: "active" "inactive" Filter by vendor status.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

200
400
401
403
500

Content type

application/json

{"data": [{"id": 918,
"external_id": 4815162342,
"company_name": "Acme Supplies Inc.",
"first_name": "Jane",
"last_name": "Doe",
"email": "billing@acmesupplies.example.com",
"phone": "+1-604-555-0142",
"description": "string",
"employer_identification_number": "12-3456789",
"tax_1099": true,
"is_clio": true,
"status": "active",
"address": {"street": "123 Main St",
"city": "Vancouver",
"state": "BC",
"zip_code": "V6B 1A1",
"country": "CA"
},
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"meta": {"paging": {"next": "http://example.com",
"previous": "http://example.com"
}
}
}

Create a vendor on the authenticated firm's account

header Parameters

X-API-Version	string^(unstable\|\d{4}-\d{2}-\d{2})$ Example: 2026-03-31 Pins the request to a specific OpenAPI contract. Pass a date in `YYYY-MM-DD` format to select that version, or `unstable` to opt in to the latest spec. Omit to use the default (latest stable) contract.
Idempotency-Key	string <= 255 characters Optional client-supplied key that makes the create idempotent. Replaying a request with the same key and the same request body returns `201` with the originally created resource instead of creating a second one. Reusing the same key with a different request body returns `422`.

Request Body schema: application/json
required

required

object

company_name required	string <= 255 characters The vendor's company name.
first_name	string or null <= 255 characters
last_name	string or null <= 255 characters
email	string or null <email>
phone	string or null <= 255 characters
description	string or null <= 500 characters
employer_identification_number	string or null <= 255 characters The vendor's Employer Identification Number (EIN).
tax_1099	boolean Whether the vendor should receive a 1099 tax form.
status required	string Enum: "active" "inactive"
	object or null (VendorAddressRequest) The vendor's mailing address, for create and update requests. Distinct from the read `VendorAddress`: `country` is a bare ISO 3166-1 alpha-2 string here, which Clio Accounting resolves to a country record server-side. An unsupported code returns 422.

Responses

Request samples

Payload

Content type

application/json

{"data": {"company_name": "Acme Supplies Inc.",
"first_name": "string",
"last_name": "string",
"email": "user@example.com",
"phone": "string",
"description": "string",
"employer_identification_number": "string",
"tax_1099": true,
"status": "active",
"address": {"street": "123 Main St",
"city": "Vancouver",
"state": "BC",
"zip_code": "V6B 1A1",
"country": "CA"
}
}
}

Response samples

Content type

application/json

{"data": {"id": 918,
"external_id": 4815162342,
"company_name": "Acme Supplies Inc.",
"first_name": "Jane",
"last_name": "Doe",
"email": "billing@acmesupplies.example.com",
"phone": "+1-604-555-0142",
"description": "string",
"employer_identification_number": "12-3456789",
"tax_1099": true,
"is_clio": true,
"status": "active",
"address": {"street": "123 Main St",
"city": "Vancouver",
"state": "BC",
"zip_code": "V6B 1A1",
"country": "CA"
},
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Retrieve a vendor by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"data": {"id": 918,
"external_id": 4815162342,
"company_name": "Acme Supplies Inc.",
"first_name": "Jane",
"last_name": "Doe",
"email": "billing@acmesupplies.example.com",
"phone": "+1-604-555-0142",
"description": "string",
"employer_identification_number": "12-3456789",
"tax_1099": true,
"is_clio": true,
"status": "active",
"address": {"street": "123 Main St",
"city": "Vancouver",
"state": "BC",
"zip_code": "V6B 1A1",
"country": "CA"
},
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Update a vendor by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Request Body schema: application/json
required

required

object

Partial update of a vendor. Omitted fields are left unchanged.

company_name	string <= 255 characters The vendor's company name.
first_name	string or null <= 255 characters
last_name	string or null <= 255 characters
email	string or null <email>
phone	string or null <= 255 characters
description	string or null <= 500 characters
employer_identification_number	string or null <= 255 characters The vendor's Employer Identification Number (EIN).
tax_1099	boolean Whether the vendor should receive a 1099 tax form.
status	string Enum: "active" "inactive"
	object or null (VendorAddressRequest) The vendor's mailing address, for create and update requests. Distinct from the read `VendorAddress`: `country` is a bare ISO 3166-1 alpha-2 string here, which Clio Accounting resolves to a country record server-side. An unsupported code returns 422.

Responses

Request samples

Payload

Content type

application/json

{"data": {"company_name": "string",
"first_name": "string",
"last_name": "string",
"email": "user@example.com",
"phone": "string",
"description": "string",
"employer_identification_number": "string",
"tax_1099": true,
"status": "active",
"address": {"street": "123 Main St",
"city": "Vancouver",
"state": "BC",
"zip_code": "V6B 1A1",
"country": "CA"
}
}
}

Response samples

Content type

application/json

{"data": {"id": 918,
"external_id": 4815162342,
"company_name": "Acme Supplies Inc.",
"first_name": "Jane",
"last_name": "Doe",
"email": "billing@acmesupplies.example.com",
"phone": "+1-604-555-0142",
"description": "string",
"employer_identification_number": "12-3456789",
"tax_1099": true,
"is_clio": true,
"status": "active",
"address": {"street": "123 Main St",
"city": "Vancouver",
"state": "BC",
"zip_code": "V6B 1A1",
"country": "CA"
},
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Delete a vendor by ID

Permanently deletes the vendor. This action cannot be undone. Deletion is only allowed if the vendor has no transaction history and is not the Clio system vendor. To retire a vendor reversibly, use PATCH /api/v1/vendors/{id} with status: inactive.

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"error": {"status": "string",
"message": "string"
}
}

Matters

Operations for the firm's matters

List matters on the authenticated firm's account

query Parameters

limit	integer [ 1 .. 200 ] Default: 25
page_token	string Opaque token for cursor-based pagination. Pass back the value from `meta.paging.next` to fetch the next page.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

200
400
401
403
500

Content type

application/json

{"data": [{"id": 447,
"external_id": 4815162342,
"display_name": "Smith v. Jones",
"clients": [{"id": 589,
"display_name": "Doe & Associates"
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"meta": {"paging": {"next": "http://example.com",
"previous": "http://example.com"
}
}
}

Retrieve a matter by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"data": {"id": 447,
"external_id": 4815162342,
"display_name": "Smith v. Jones",
"clients": [{"id": 589,
"display_name": "Doe & Associates"
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Clients

Operations for the firm's clients

List clients on the authenticated firm's account

query Parameters

limit	integer [ 1 .. 200 ] Default: 25
page_token	string Opaque token for cursor-based pagination. Pass back the value from `meta.paging.next` to fetch the next page.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

200
400
401
403
500

Content type

application/json

{"data": [{"id": 733,
"external_id": 4815162342,
"display_name": "Jane Doe",
"first_name": "Jane",
"last_name": "Doe",
"email": "jane.doe@example.com",
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"meta": {"paging": {"next": "http://example.com",
"previous": "http://example.com"
}
}
}

Retrieve a client by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"data": {"id": 733,
"external_id": 4815162342,
"display_name": "Jane Doe",
"first_name": "Jane",
"last_name": "Doe",
"email": "jane.doe@example.com",
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Expenses

Operations for the firm's expenses

List expenses on the authenticated firm's account

query Parameters

limit	integer [ 1 .. 200 ] Default: 25
page_token	string Opaque token for cursor-based pagination. Pass back the value from `meta.paging.next` to fetch the next page.
ledger_account_id	integer <int64> Filter to expenses paid from this ledger account.
vendor_id	integer <int64> Filter to expenses associated with this vendor.
date_from	string <date> Only return expenses on or after this date (inclusive).
date_to	string <date> Only return expenses on or before this date (inclusive).

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

200
400
401
403
500

Content type

application/json

{"data": [{"id": 626,
"date": "2019-08-24",
"description": "string",
"reference_num": "1024",
"payment_method": "check",
"payment_method_description": "string",
"amount": {"amount": "5.05",
"currency": "USD"
},
"ledger_account": {"id": 704,
"name": "string"
},
"vendor": {"id": 418,
"name": "string"
},
"client": {"id": 205,
"display_name": "string"
},
"matter": {"id": 337,
"display_name": "string"
},
"reversal": true,
"expense_items": [{"id": 811,
"ledger_account": {"id": 815,
"name": "string"
},
"description": "string",
"memo": "string",
"amount": {"amount": "5.05",
"currency": "USD"
}
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
],
"meta": {"paging": {"next": "http://example.com",
"previous": "http://example.com"
}
}
}

Create an expense on the authenticated firm's account

header Parameters

X-API-Version	string^(unstable\|\d{4}-\d{2}-\d{2})$ Example: 2026-03-31 Pins the request to a specific OpenAPI contract. Pass a date in `YYYY-MM-DD` format to select that version, or `unstable` to opt in to the latest spec. Omit to use the default (latest stable) contract.
Idempotency-Key	string <= 255 characters Optional client-supplied key that makes the create idempotent. Replaying a request with the same key and the same request body returns `201` with the originally created resource instead of creating a second one. Reusing the same key with a different request body returns `422`.

Request Body schema: application/json
required

required

object

date required	string <date> Calendar date the expense is recorded against.
required	object The ledger account the expense is paid from. Distinct from the per-item expense-category account on each `expense_items` entry.
	object or null The related vendor, or null when the expense is not associated with a vendor.
	object or null The related client, or null when the expense is not client-related.
	object or null The related matter, or null when the expense is not matter-related.
description	string or null Optional free-text description of the expense.
reference_num	string or null <= 32 characters The firm's reference number for the expense (e.g. a cheque number).
payment_method	string or null Enum: "cash" "check" "wire_transfer" "debit_card" "eft" "credit_card" "payment_apps" "other" How the expense was paid. Omit or send null when unset.
payment_method_description	string or null <= 255 characters Free-text detail about the payment method.
required	Array of objects (ExpenseItemCreateRequest) non-empty Expense line items belonging to this expense. At least one is required. The expense's total amount is derived server-side as the sum of the item amounts.

Responses

Request samples

Payload

Content type

application/json

{"data": {"date": "2019-08-24",
"ledger_account": {"id": 704
},
"vendor": {"id": 418
},
"client": {"id": 205
},
"matter": {"id": 337
},
"description": "string",
"reference_num": "1024",
"payment_method": "check",
"payment_method_description": "string",
"expense_items": [{"ledger_account": {"id": 815
},
"amount": {"amount": "5.05",
"currency": "USD"
},
"description": "string",
"memo": "string"
}
]
}
}

Response samples

Content type

application/json

{"data": {"id": 626,
"date": "2019-08-24",
"description": "string",
"reference_num": "1024",
"payment_method": "check",
"payment_method_description": "string",
"amount": {"amount": "5.05",
"currency": "USD"
},
"ledger_account": {"id": 704,
"name": "string"
},
"vendor": {"id": 418,
"name": "string"
},
"client": {"id": 205,
"display_name": "string"
},
"matter": {"id": 337,
"display_name": "string"
},
"reversal": true,
"expense_items": [{"id": 811,
"ledger_account": {"id": 815,
"name": "string"
},
"description": "string",
"memo": "string",
"amount": {"amount": "5.05",
"currency": "USD"
}
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Retrieve an expense by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"data": {"id": 626,
"date": "2019-08-24",
"description": "string",
"reference_num": "1024",
"payment_method": "check",
"payment_method_description": "string",
"amount": {"amount": "5.05",
"currency": "USD"
},
"ledger_account": {"id": 704,
"name": "string"
},
"vendor": {"id": 418,
"name": "string"
},
"client": {"id": 205,
"display_name": "string"
},
"matter": {"id": 337,
"display_name": "string"
},
"reversal": true,
"expense_items": [{"id": 811,
"ledger_account": {"id": 815,
"name": "string"
},
"description": "string",
"memo": "string",
"amount": {"amount": "5.05",
"currency": "USD"
}
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Update an expense by ID

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Request Body schema: application/json
required

required

object

Partial update of an expense. Omitted fields are left unchanged.

date	string <date> Calendar date the expense is recorded against.
	object The ledger account the expense is paid from. Distinct from the per-item expense-category account on each `expense_items` entry.
	object or null The related vendor, or null when the expense is not associated with a vendor.
	object or null The related client, or null when the expense is not client-related.
	object or null The related matter, or null when the expense is not matter-related.
description	string or null Optional free-text description of the expense.
reference_num	string or null <= 32 characters The firm's reference number for the expense (e.g. a cheque number).
payment_method	string or null Enum: "cash" "check" "wire_transfer" "debit_card" "eft" "credit_card" "payment_apps" "other" How the expense was paid. Omit or send null when unset.
payment_method_description	string or null <= 255 characters Free-text detail about the payment method.
	Array of objects (ExpenseItemCreateRequest) non-empty Replaces the expense's full set of line items. When provided, the expense's total amount is derived server-side as the sum of the item amounts.

Responses

Request samples

Payload

Content type

application/json

{"data": {"date": "2019-08-24",
"ledger_account": {"id": 704
},
"vendor": {"id": 418
},
"client": {"id": 205
},
"matter": {"id": 337
},
"description": "string",
"reference_num": "1024",
"payment_method": "check",
"payment_method_description": "string",
"expense_items": [{"ledger_account": {"id": 815
},
"amount": {"amount": "5.05",
"currency": "USD"
},
"description": "string",
"memo": "string"
}
]
}
}

Response samples

Content type

application/json

{"data": {"id": 626,
"date": "2019-08-24",
"description": "string",
"reference_num": "1024",
"payment_method": "check",
"payment_method_description": "string",
"amount": {"amount": "5.05",
"currency": "USD"
},
"ledger_account": {"id": 704,
"name": "string"
},
"vendor": {"id": 418,
"name": "string"
},
"client": {"id": 205,
"display_name": "string"
},
"matter": {"id": 337,
"display_name": "string"
},
"reversal": true,
"expense_items": [{"id": 811,
"ledger_account": {"id": 815,
"name": "string"
},
"description": "string",
"memo": "string",
"amount": {"amount": "5.05",
"currency": "USD"
}
}
],
"created_at": "2019-08-24T14:15:22Z",
"updated_at": "2019-08-24T14:15:22Z"
}
}

Delete an expense by ID

Deletes the expense. Returns no body.

path Parameters

id

required

integer <int64> (ResourceId)

Example: 626

Unique numeric identifier for a resource. 64-bit to avoid overflow in generated clients.

header Parameters

X-API-Version

string^(unstable|\d{4}-\d{2}-\d{2})$

Example: 2026-03-31

Pins the request to a specific OpenAPI contract. Pass a date in YYYY-MM-DD format to select that version, or unstable to opt in to the latest spec. Omit to use the default (latest stable) contract.

Responses

Response samples

Content type

application/json

{"error": {"status": "string",
"message": "string"
}
}

Clio Accounting API (v1)

Developer Support and Feedback

Getting Started

Authentication

Responses

Account

Retrieve the authenticated firm's account

header Parameters

Responses

Response samples

Users

List users on the authenticated firm's account

query Parameters

header Parameters

Responses

Response samples

Retrieve a user by ID

path Parameters

header Parameters

Responses

Response samples

Journal Entries

List journal entries on the authenticated firm's account

query Parameters

header Parameters

Responses

Response samples

Create a journal entry on the authenticated firm's account

header Parameters

Request Body schema: application/jsonrequired

Responses

Request samples

Response samples

Retrieve a journal entry by ID

path Parameters

header Parameters

Responses

Response samples

Update a journal entry by ID

path Parameters

header Parameters

Request Body schema: application/jsonrequired

Responses

Request samples

Response samples

Delete a journal entry by ID

path Parameters

header Parameters

Responses

Response samples

Ledger Accounts

List ledger accounts on the authenticated firm's account

query Parameters

header Parameters

Responses

Response samples

Create a ledger account on the authenticated firm's account

header Parameters

Request Body schema: application/jsonrequired

Responses

Request samples

Response samples

Retrieve a ledger account by ID

path Parameters

header Parameters

Responses

Response samples

Update a ledger account by ID

path Parameters

header Parameters

Request Body schema: application/jsonrequired

Responses

Request samples

Response samples

Ledger Account Types

List ledger account types on the authenticated firm's account

query Parameters

header Parameters

Responses

Response samples

Request Body schema: application/json
required

Request Body schema: application/json
required

Request Body schema: application/json
required

Request Body schema: application/json
required

Request Body schema: application/json
required

Request Body schema: application/json
required

Request Body schema: application/json
required

Request Body schema: application/json
required